12 October 2026
Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Oil pushes higher as threats from Russia to the Middle East put supply in focus, just as earnings season and a packed data week hit markets. Plus, Baird’s David George on why banks could surprise Wall Street, IonQ CEO Niccolo de Masi on a $1.3 billion quantum security bet, and Tina Fordham on rising geopolitical risks. Chapters: 00:00:00 - Open Interest 00:01:37 - Oil Rises on Russia, Ukraine & Middle East Supply Risks 00:04:19 - Bank Earnings Preview 00:07:16 - Broadcom CEO Warns of AI Bubble Risks 00:11:50 - High Interest | HSBC, Nobel Prize, IonQ 00:12:40 - Niccolo de Masi IonQ | $1.3B Elisity acquisition 00:23:26 - Katrina Dudley Franklin Templeton | AI spending reality check 00:33:31 - Top Calls Salesforce, Adobe, T-Mobile 00:34:44 - Stellantis Rules Out Corporate Split 00:40:03 - HSBC Restructuring, Compensation overhaul 00:44:31 - CPI Preview, Fed Expectations & Inflation Risks 00:47:35 - Marija Veitmane State Street | Why Markets Remain Concentrated 00:55:38 - High Interest | Cyberattack, Saudi Arabia intercepts new attacks, Zelenskyy 00:56:37 - Tina Fordham Fordham Global | Russia sanctions, Diesel deal fallout, Saudi attacks 01:13:10 - Anthropic's Claude Misbehavior & AI Safety Risks 01:17:15 - Nobel Prize Winners, Inflation Expectations & Fed Communication 01:22:38 - Gold outlook, Fed policy, Copper as an AI trade proxy
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