From Bloomberg Markets and Finance.

A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: General Atlantic Chairman and CEO Bill Ford, Winston & Strawn Managing Partner, External Affairs Eva Davis, US Consumer & Retail Investing Vertical Co-Head Emily Miller, Kroll Investment Banking Global Head Joshua Benn and Thoma Bravo Managing Partner Holden Spaht.

Chapters:
00:00:00 – Bloomberg Deals opens
00:01:04 – Michelle Davis on Latest Warner Bros. Bid
00:04:22 – Debt Deals Swell As AI Race Intensifies
00:08:58 – Bill Ford, Chairman & CEO
00:10:09 – Ford: We’ve Sustained Out Commitment to China
00:12:00 – Ford: Trump Admin. Is Pro-Business, Pro-Market
00:13:33 – Ford: M&A Is Coming Back Significantly This Year
00:15:37 – Ford: Most Software Business Models Are Durable
00:17:19 – Ford: Infinite Demand For AI
00:20:13 – Midday Movers
00:24:21 – Investor Committee: Eva Davis, Emily Miller and Joshua Benn
00:26:46 – Benn: Good Mix of Private Capital Looking to Be Deployed
00:28:40 – Davis on Biggest Risk to the Consumers
00:29:57 – Miller: Adapt Offerings to GLP-1 Users
00:36:04 – Hogan Spaht, Thoma Bravo Managing Partner
00:37:31 – Spaht: AI Models Best at Data, Not Domain Knowledge
00:38:48 – Spaht: Our Companies Index Well in AI Era
00:43:12 – Look At Consumer IPOs
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