The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are RockCreek CEO & Founder Afsaneh Beschloss, Barclays Multi-Sector Aerospace & Defense Analyst Anthony Valentini, Former Fed Governor Betsy Duke, Robinhood Markets CIO Stephanie Guild, Inflation Insights Founder & President Omair Sharif, Gabelli Funds Portfolio Manager Macrae Skyes, & Neostellar Principal Willy Lee.
Chapters:
00:00:00 Bloomberg The Close
00:01:55 RockCreek CEO on Markets, Energy & Geopolitical Risk
00:07:02 Power, Alternative Energy & Global Investing Opportunities
00:10:34 Tesla’s Robotaxi Push & the Race Against Waymo
00:16:15 Top Calls
00:21:58 Defense Spending, Earnings Season & Inflation
00:23:07 Former Fed Governor Betsy Duke on Rates & Inflation
00:28:18 Trump, Lisa Cook & the Future of Fed Independence
00:31:21 Fannie Mae & Freddie Mac Sink on Privatization Doubts
00:36:01 Robinhood on Markets, AI Investing & Rising Yields
00:41:09 AI Financing, Oil Prices & Market Risks
00:42:50 Closing Bell
00:48:00 Market Movers: Quantum Computing, Chipotle & LVMH
00:53:56 Market Recap: Banks, Oil & Tech Stocks
00:56:30 Inflation Insights on CPI, PPI & the Fed Rate Outlook
01:02:46 Central Banks, Treasury Yields & Market Fragility
01:07:44 Big Bank Earnings Preview With Gabelli’s Macrae Sykes
01:13:17 Anthropic IPO, OpenAI & the AI Investment Boom
01:18:21 Enterprise AI Adoption & Falling Model Costs
01:20:02 Meta’s Muse AI Agent & the Race for Consumer Adoption
01:25:07 Meta, Apple & the Battle to Become the Default AI Agent
01:28:26 What to Watch
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