Uploaded September 2026 | Updated September 2026, 2 weeks ago
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Global bonds tumble as yields surge to levels not seen since 2008, with soaring oil and renewed Middle East tensions fueling the selloff. Plus, a new era at Apple as John Ternus takes the reins. We’ll dig into Bobby Jain’s Millennium deal and the private-markets shakeout with Achilles Global Management CIO Sachin Khajuria. Plus, David Layton, the CEO of the Partners Group joins us to push back on concerns his move to CIO signals trouble.
Chapters:
00:00:00 - Open Interest
00:01:18 - Bond Yields Hit 2008 Highs, Global Deficits, AI Debt Boom & Fed Pressure
00:05:03 - Iran Escalation, Strait of Hormuz Attacks, Pentagon Turmoil & Oil Risks
00:07:59 - Apple's New CEO John Ternus, Foldable iPhone Strategy & Tim Cook's Legacy
00:12:54 - High Interest | Bessent Pressures BOJ, IKEA Price Cuts & Millennium's $5B Deal with Jain Global
00:13:51 - Millennium's Rescue Deal, Hedge Fund Economics & Bobby Jain's Return
00:18:55 - Scott Chronert Citi | AI Trade Broadening, S&P 8100 Target, Higher Rates & Earnings Outlook
00:32:21 - Top Calls | Robinhood Overweight, Duolingo Price Target Raise & Tempus AI Upgrade
00:33:30 - Apple's AI Future, Memory Shortages, Foldable iPhone & John Ternus Era
00:40:06 - Anthropic's $35B Compute Deal, Nvidia's AI Cloud Strategy & Lambda Financing
00:44:15 - ISM Manufacturing, Job Openings, CPI Risks & the 5% Yield Trigger
00:46:29 - Elizabeth Burton Fortress | Why Rates Could Move to 5%-6%, Fiscal Risks & AI's Impact on Markets
00:56:00 - High Interest | Hormuz Bypass Plans, Chevron's Venezuela Expansion & Credit Market Divergence
00:57:30 - Sachin Khajuria Achilles | Private Credit Shakeout, AI Transition Risk, Zombie Funds & Retail Access
01:05:48 - Peter Cannito Redwire | Space Infrastructure, SpaceX Starfall, Orbital Data Centers & AI Demand
01:13:16 - David Layton Partners Group | Partners Group CEO Transition, Evergreen Fund Redemptions & Private Markets
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Global bonds tumble as yields surge to levels not seen since 2008, with soaring oil and renewed Middle East tensions fueling the selloff. Plus, a new era at Apple as John Ternus takes the reins. We’ll dig into Bobby Jain’s Millennium deal and the private-markets shakeout with Achilles Global Management CIO Sachin Khajuria. Plus, David Layton, the CEO of the Partners Group joins us to push back on concerns his move to CIO signals trouble.
Chapters:
00:00:00 - Open Interest
00:01:18 - Bond Yields Hit 2008 Highs, Global Deficits, AI Debt Boom & Fed Pressure
00:05:03 - Iran Escalation, Strait of Hormuz Attacks, Pentagon Turmoil & Oil Risks
00:07:59 - Apple's New CEO John Ternus, Foldable iPhone Strategy & Tim Cook's Legacy
00:12:54 - High Interest | Bessent Pressures BOJ, IKEA Price Cuts & Millennium's $5B Deal with Jain Global
00:13:51 - Millennium's Rescue Deal, Hedge Fund Economics & Bobby Jain's Return
00:18:55 - Scott Chronert Citi | AI Trade Broadening, S&P 8100 Target, Higher Rates & Earnings Outlook
00:32:21 - Top Calls | Robinhood Overweight, Duolingo Price Target Raise & Tempus AI Upgrade
00:33:30 - Apple's AI Future, Memory Shortages, Foldable iPhone & John Ternus Era
00:40:06 - Anthropic's $35B Compute Deal, Nvidia's AI Cloud Strategy & Lambda Financing
00:44:15 - ISM Manufacturing, Job Openings, CPI Risks & the 5% Yield Trigger
00:46:29 - Elizabeth Burton Fortress | Why Rates Could Move to 5%-6%, Fiscal Risks & AI's Impact on Markets
00:56:00 - High Interest | Hormuz Bypass Plans, Chevron's Venezuela Expansion & Credit Market Divergence
00:57:30 - Sachin Khajuria Achilles | Private Credit Shakeout, AI Transition Risk, Zombie Funds & Retail Access
01:05:48 - Peter Cannito Redwire | Space Infrastructure, SpaceX Starfall, Orbital Data Centers & AI Demand
01:13:16 - David Layton Partners Group | Partners Group CEO Transition, Evergreen Fund Redemptions & Private Markets
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: tinyurl.com/ysu5b8a9
Visit bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: twitter.com/BloombergTV
Facebook: facebook.com/BloombergTelevision
Instagram: instagram.com/bloombergtv
Connect with Bloomberg Business on:
X: twitter.com/business
Facebook: facebook.com/bloombergbusiness
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TikTok: tiktok.com/@bloombergbusiness?lang=en
Reddit: reddit.com/r/bloomberg
LinkedIn: linkedin.com/company/bloomberg-news
More from Bloomberg:
Bloomberg Radio: twitter.com/BloombergRadio
Bloomberg Surveillance: twitter.com/bsurveillance
Bloomberg Politics: twitter.com/bpolitics
Bloomberg Originals: twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: youtube.com/@BloombergTechnology
Bloomberg Originals: youtube.com/@business
Bloomberg Quicktake: youtube.com/@BloombergQuicktake
Bloomberg Espanol: youtube.com/@bloomberg_espanol
Bloomberg Podcasts: youtube.com/@BloombergPodcasts
