Warsh's Next Moves & Situational Awareness' New Bet | Bloomberg Businessweek Daily 8/6/2026
Economics and Policy Correspondent Mike McKee & Senior Federal Reserve Reporter Enda Curran react to reports regarding President Trump's relationship and communications with Fed Chair
Economics and Policy Correspondent Mike McKee & Senior Federal Reserve Reporter Enda Curran react to reports regarding President Trump's relationship and communications with Fed Chair Kevin Warsh, plus a preview of July payrolls dropping Friday. Then, Bloomberg Hedge Fund Reporter Hema Parmar reports what $400 Million bet Situational Awareness made in its return back to investing. Plus, Bloomberg Intelligence's Global Head of Technology Research Mandeep Singh talks Alphabet's potentially $25 Billion bond sale.
Chapters 00:00:00 Bloomberg Businessweek Daily 00:01:43 SpaceX Lockup Day & AI Spending 00:03:21 Market Update: Oil Rises, Stocks Slip 00:05:24 Trump's Calls with Fed Chair Kevin Warsh 00:06:04 Inside the White House–Fed Communications 00:07:13 Presidential Pressure & Fed Independence 00:08:52 Will Trump and Warsh's Honeymoon Last? 00:11:27 Jobs Report, Inflation & Jackson Hole 00:15:03 Labor Market Uncertainty 00:17:17 Biggest Risks Facing the Economy 00:20:31 Situational Awareness Returns to Investing 00:21:21 Hedge Fund Rebuild After Near Collapse 00:24:24 Citadel's Windfall from the Rescue Deal 00:27:22 AI Investing, Leverage & Hedge Fund Risk 00:34:20 Alphabet's $25 Billion AI Bond Sale 00:35:27 Why Big Tech Needs More Debt 00:38:32 Where AI Spending Is Paying Off 00:39:12 When Will AI Deliver ROI?
00:40:28 Google's AI Leadership Shake-Up 00:44:39 Stock Movers: Sandisk, Datadog & Honeywell Aerospace 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 &
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