Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses why the  tariff war has highlighted people's short term views on the market and to "keep calm and invest on." Plus, Bloomberg Tech Reporter Riley Griffin on RFK Jr. warning his FDA staff of ‘Deep State’ in All-Hands Meeting

Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses why the &nbsp;tariff war has highlighted people's short term views on the market and to "keep calm and invest on." Plus, Bloomberg Tech Reporter Riley Griffin on RFK Jr. warning his FDA staff of &lsquo;Deep State&rsquo; in All-Hands Meeting

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology. You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET: http://bit.ly/3vTiACF. 

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology.&nbsp;You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.&nbsp;

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

Tariff Fog with Bokeh Capital's Kim Forrest, RFK Jr's Deep State

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/52b09af2-32e2-4328-97d8-b2c000d63254/transcript

Texas's ban on financial firms that "boycott" fossil fuel has led to higher borrowing costs for the state, with interest rates higher than those of California. Bloomberg News Editor-in-Chief Emeritus Matt Winkler talks about how one Texas town is paying unprecedented costs.

Texas's ban on financial firms that "boycott" fossil fuel has led to higher borrowing costs for the state, with interest rates higher than those of California. Bloomberg News Editor-in-Chief Emeritus Matt Winkler talks about how one Texas town is paying unprecedented costs.

Texas Is the Tip of a Melting Muni Iceberg: How a 'Boycott' Led to Higher Costs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c115c8d0-9cf1-4685-8c64-b4ac016cff58/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

Broadcom is in talks with a group of lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic and other companies, according to people with knowledge of the matter. The financing, which is still being ironed out, may also include a roughly $30 billion junior debt tranche, said some of the people, who asked not to be identified because the information is private. Under the proposed plan, Broadcom would guarantee a portion of the senior-secured tranche, which could range from about $60 billion to $70 billion, some of the people said. The numbers under discussion would potentially bring the total to as much as $100 billion.

On today's episode, Carol Massar and guest host Emily Graffeo speak with:
Ryan Gould, Bloomberg News US Deals reporter
Robin Wenzel, Wells Fargo Industry Insights Head
Laura Bliss, Bloomberg Businessweek Senior Editor
AJ Nicholas, Maisonette President

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>
Broadcom is in talks with a group of lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic and other companies, according to people with knowledge of the matter. The financing, which is still being ironed out, may also include a roughly $30 billion junior debt tranche, said some of the people, who asked not to be identified because the information is private. Under the proposed plan, Broadcom would guarantee a portion of the senior-secured tranche, which could range from about $60 billion to $70 billion, some of the people said. The numbers under discussion would potentially bring the total to as much as $100 billion.
On today's episode, Carol Massar and guest host Emily Graffeo speak with:
<ul>
<li>Ryan Gould, Bloomberg News US Deals reporter</li>
<li>Robin Wenzel, Wells Fargo Industry Insights Head</li>
<li>Laura Bliss, Bloomberg Businessweek Senior Editor</li>
<li>AJ Nicholas, Maisonette President</li>
</ul>

Broadcom Seeks More Than $60 Billion in Latest AI Debt Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/78823aef-6e79-4744-b271-b4ac0167eec3/transcript

Rocks, lime, concrete, and steel -- it's all feeding in to today's AI data center build out. 
Carol Massar and guest host Emily Graffeo speak with Kathryn Thompson of Thompson Research Group about where the industry is headed.

Rocks, lime, concrete, and steel -- it's all feeding in to today's AI data center build out. Carol Massar and guest host Emily Graffeo speak with Kathryn Thompson of Thompson Research Group about where the industry is headed.

Rocks, Lime, Concrete & Steel: Investing in AI Data Center Building Blocks 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7d4faccb-4126-4038-8f82-b4ab016598d6/transcript

Tariff Fog with Bokeh Capital's Kim Forrest, RFK Jr's Deep State

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