Thoma Bravo Co-Founder Orlando Bravo Talks Mega IPOs, SaaSpocalypse

Thoma Bravo Co-Founder Orlando Bravo Talks Me...

Up next

Morgan Stanley's Mike Wilson Talks Forward Earnings, Market Swings

Morgan Stanley Chief US Equity Strategist Mike Wilson sees stocks continuing to rise until the end of the year despite the recent tech selloff. Speaking to Matt Miller on Bloomberg Open Interest, Wilson also sees forward earnings growth estimates for 2027 rebounding as projection ...  Show more

Jim Bianco Talks Resilient Inflation, Restructured Economy

Jim Bianco, founder at Bianco Research, talks about why he's long called financial conditions too loose, whether he's still in the rate hike camp, and the ramifications of a post-pandemic economy. Jim also discusses how the Knicks compare to the 2016 Chicago Cubs. He speaks with ...  Show more

Recommended Episodes

Can Bobby Jain build the next hedge fund giant?
The Story of Money

Two summers ago, hedge fund manager Bobby Jain set out with a huge goal: build a hedge fund that can rival the likes of industry giants Citadel and Millennium. But in the year since his firm started trading, Jain has found the going tough. FT hedge fund correspondents Amelia Poll ...  Show more

Imagining a Musk-Led TikTok; Israel and Hamas Agree to Ceasefire
Bloomberg Daybreak: Asia Edition

On today's episode, we explore what an Elon Musk acquisition of TikTok's US operations would look like with Catherine Thorbecke, Bloomberg Opinion Tech Columnist in Tokyo.  Dr. Ariel Cohen, Senior Fellow at the Atlantic Council's Eurasia Center, shares his thoughts on news of an ...  Show more

Hedge Fund Exposure to Tech Hits Record High
Bloomberg Tech

Bloomberg's Caroline Hyde and Ed Ludlow break down the outlook for tech investing as hedge fund exposure to technology hits a record high. Plus, how YouTube CEO Neal Mohan plans to make the video platform even bigger, and the CEO of Ring sits down for her first broadcast intervie ...  Show more

Trump Advances Plans for TikTok US Deal
Bloomberg Tech

Bloomberg’s Caroline Hyde and Ed Ludlow break down plans for investors to buy TikTok's US operations at a potential valuation of $14 billion. Plus, they discuss the possibility of an AI bubble, after hedge fund manager David Einhorn warned that spending on AI infrastructure may d ...  Show more