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Bloomberg Markets
Danielle Poli, managing director and co-portfolio manager, global credit at Oaktree Capital Management, joins Scarlet Fu on "Real Yield." An Oaktree Capital Management private credit fund saw redemption requests drop by nearly half in the second quarter, making it the first major firm to stem a growing exodus from the $1.8 trillion industry. (Source: Bloomberg)
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Bloomberg Markets
Bloomberg's Eliyahu Kamisher joins Scarlet Fu on "Real Yield." Governor Gavin Newsom is mounting a last-ditch pressure campaign to stop a proposed California billionaire tax from ever reaching voters. (Source: Bloomberg)
Bloomberg Markets
Amanda Lynam, chief credit strategist at Goldman Sachs, and Danielle Poli, managing director and co-portfolio manager, global credit at Oaktree Capital Management, join Scarlet Fu on "Real Yield." Hawkish signals from the Federal Reserve at Kevin Warsh’s first meeting as chair are increasing pressure on corporate credit spreads, which are near historic lows, according to analysts. (Source: Bloomberg)
Bloomberg Markets
Bloomberg Economics Anna Andrade joins Scarlet Fu on "Real Yield." The Bank of England held interest rates at 3.75% as it said the recent fall in oil prices was “encouraging,” even while two of the nine policymakers voted for an immediate quarter-point hike over concerns of persistent inflation. (Source: Bloomberg)
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Bloomberg Markets
Mark Cabana, co-head of global rates research at BofA Securities, and Jamie Patton, co-head of global rates at TCW, join Scarlet Fu on "Real Yield." They discuss the Fed and Citigroup's Fed policy forecast of interest-rate cuts beginning in October, a month later than previously, based on the central bank’s revised forecasts released Wednesday in conjunction with the decision to leave rates unchanged. (Source: Bloomberg)
Bloomberg Markets
Barry sits down with Munger disciple Seth Klarman, CEO of Baupost Group, a Boston-based investment manager with a multi-strategy approach. They discuss Seth's start as a 25 year-old and journey to CEO. They also discuss his approach to risk, IPOs, and sectors along with his sports passions including a smaller ownership in the Boston Red Sox, horse racing, and his feelings about the Boston Celtics' 2026 season. (Source: Bloomberg)
Bloomberg Markets
The turmoil engulfing KPMG Australia is set for a public reckoning as lawmakers demand information and changes in an industry beset by a series of scandals around the misuse of confidential client information.