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Bloomberg

Investing in the Age of AI Disruption

Mike Pyle, Deputy Head of BlackRock's Portfolio Management Group joined Bloomberg Open Interest to explain why AI isn't a bubble and how it's  reshaping the global economy. He breaks down the short-term inflation hit vs. long-term productivity boom, and why traditional 60/40 portfolios are failing to diversify in an AI-dominated market. He also warns investors may be underestimating the economic risks from the Iran conflict, global oil disruptions, and the Strait of Hormuz crisis.

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Bloomberg

Flex CEO Bets Big On AI

Flex CEO Revathi Advaithi joined Bloomberg Open Interest to explain why she is leaving the top job to lead Flex's AI infrastructure spinoff, a $6.5 billion business. She says the opportunity is bigger than just AI data centers. It's a a long-term transformation of power, cooling, and the electrical grid.

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Bloomberg

France's Le Maire: Europe Needs Urgent Economic Reset

Former French Finance Minister Bruno Le Maire argued that Europe urgently needs a stronger more competitive economy and that companies like TotalEnergies should not be more taxed because they benefit from higher oil prices. He also warned about far-left extremism in France, one year ahead of the French presidential elections. Le Maire spoke exclusively with Bloomberg's Francine Lacqua from London.

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