Bloomberg Talks

SMBC Nikko Securities America chief economist for the Americas Joe Lavorgna speaks inflation, US economy, and bond market with Bloomberg's Tom Keene and Paul Sweeney.
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Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle that may last another decade or more as the artificial intelligence buildout collides with chronic underinvestment in energy and materials capacity. Currie said the energy sector presents “the biggest asymmetric trade in modern finance” because oil companies are returning a 15.5% free cash flow yield while hyperscalers have none. He speaks with Bloomberg's Jonathan Ferro and Annmarie Hordern.
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Liberty Media President & CEO Derek Chang speaks on the media landscape with Bloomberg's Lisa Abramowicz from the JPMorgan Technology, Media, and Communications Conference in Boston.
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The UK is heavily reliant on the private sector for development of UK infrastructure. For property firm CBRE it means opportunities in investments for healthcare, accommodation and the much-talked about data centre build out. But with global bond yields - and particularly UK gilts - spiking will this dent the sector? CBRE's UK CEO, Rishi Bhuchar joined Caroline Hepker and Lizzy Burden on Bloomberg Daybreak Europe to discuss.
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Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloomberg News' Ed Ludlow at Dell World in Las Vegas, Huang says demand in China is “incredible” and expects the market to open further over time.
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