Warner Deal Paused, Activism Surges 7/22/2026
A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: THL Partners CO-CEO
A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: THL Partners CO-CEO Scott Sperling, Paul Weiss Partner Carmen Lu, Kirkland & Ellis Head of Hostile Takeover Defense Shaun Mathew, and Barclays Head of TMT Equity Capital Markets Jamie Turturici. Chapters 00:00:00 - Bloomberg Deals opens 00:01:08 - Michelle Davis on Paramount–Warner Bros. Deal Delay 00:04:31 - Scarlet Fu on Disney & ESPN Layoffs 00:06:01 - Bailey Lipschultz & Jibril Lawal on Utz's $3B Buyout 00:07:16 - Bailey Lipschultz on Food M&A & Jersey Mike's IPO 00:10:47 - THL Partners' Scott Sperling on AI Investing 00:13:00 - Sperling on AI, Software & Private Equity 00:14:51 - Sperling on Credit Markets & Liquidity 00:16:56 - Sperling on Inflation, Oil & Interest Rates 00:20:38 - Sid Philip on Aerospace & Defense Deals 00:23:04 - Scarlet Fu on Activist Investing Trends 00:24:14 - Investment Committee: Carmen Lu & Shaun Mathew 00:29:33 - Lu and Mathew on AI & Activist Campaigns 00:34:11 - Barclays' Jamie Turturici on the Tech IPO Pipeline 00:40:45 - Deal Roundup: Pep Boys, Liverpool FC & Blackstone 00:41:24 - Loukia Gyftopoulou on Blackstone's Retail Push 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 Visit for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on Connect with Bloomberg Business on TikTok Reddit More from Bloomberg Bloomberg Radio Bloomberg Surveillance Bloomberg Politics Bloomberg Originals Watch more on Bloomberg Technology Bloomberg Originals Bloomberg Quicktake Bloomberg Espanol Bloomberg Podcasts
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