"Bull Market Could Last Through 2030:" Bartels | Open Interest 8/3/2026
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Blockbuster pharma deal talk launches a pivotal week for
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Blockbuster pharma deal talk launches a pivotal week for earnings and the economy. Oil slides as President Trump reopens Iran talks, while the US and Japan defend the yen. Plus, Mary Ann Bartels says the the bull market will last until the end of the decade. Amazon surpasses $3 trillion in value. Mark Penn, the CEO of Stagwell gives us his views on why AI won't replace marketing agencies and Suki Cooper’s path to $5,000 gold. Chapters 00:00:00 - Open Interest 00:01:00 - AstraZeneca-Bristol Myers Deal Debate, Pharma Consolidation & Drug Industry Risks 00:03:54 - Iran Peace Talks, Strait of Hormuz Negotiations & Middle East Risk 00:05:50 - U.S.-Japan Yen Intervention, BOJ Policy & Currency Market Risks 00:10:20 - Kevin Warsh's Fed, Fewer FOMC Meetings, Forward Guidance & Market Volatility 00:13:48 - High Interest | NYC Rent Freeze Fallout, FIFA Leadership Controversy & Jefferies Trade Finance Exposure 00:14:56 - Jefferies Exposure, Radiant World Financing Issues & Credit Market Risks 00:18:11 - Stuart Kaiser Citi | Payrolls, SpaceX Supply Overhang, AI Spending & Equity Market Positioning 00:32:19 - Top Calls | Stellantis Downgrade, Circle Downgrade & Birkenstock Downgrade 00:33:46 - SpaceX Earnings, AI Compute Demand, Elon Musk, Lockup Risks & Palantir Outlook 00:39:19 - KKR's $19B AI Infrastructure Fund, Data Centers, Health Care M&A & Private Equity 00:45:57 - Mary Ann Bartels Sanctuary Wealth | Kevin Warsh, Fed Communication Changes, Market Volatility & AI Bull Market Outlook 00:54:45 - High Interest | Apollo's Texas HQ, $110M Bitcoin Wallet Hack & U.S. Soccer Leadership Funding 00:55:59 - Christian Stracke PIMCO | AI Credit Markets, Data Center Financing, Private Credit & Capex Supercycle 01:08:10 - Mark Penn Stagwell | AI in Marketing, IBM Account Win, Political & Stagwell Growth 01:16:45 - FIFA Backlash, Gianni Infantino's Future, World Cup Privatization & Governance Risks 01:20:45 - Todd Blanche Confirmation, White House AI Meeting & Trump-Iran Strategy 01:24:41 - Suki Cooper Standard Chartered | Gold Outlook, Central Bank Demand, Geopolitical Risks & Commodity 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 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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