A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Diameter Capital Managing Partner Co-Founder Jonathan Lewinsohn, USA Rare Earth CEO Barbara Humpton, Centerview Partners Co-President of Investment Banking Tony Kim, Wilson Sonsini Partner Head of M&A Rich Mullen, and Goldman Sachs Global Head of Activism & Takeover Defense Avinash Mehrotra.
Chapters:
00:03:24 - US Could Own Up to 90% of Spirit Airlines
00:04:51 - Deutsche Telekom Seeks Potential Combo With T-Mobile
00:06:08 - SpaceX Has Deal For Right to Acquire Cursor For $60B
00:08:13 - Jonathan Lewinsohn: See Opportunity in Telecom
00:10:06 - Lewinsohn: Don’t Know Exactly How AI Will Develop
00:12:20 - Lewsinsohn: People Want Out of Private Credit Before Knowing AI’s Impact on Software
00:14:47 - Lewsinsohn: A Lot of Underlying Difference in Private Credit Funds
00:17:53 - Barbara Humpton: Serra Verde A Completely Unique Deposit
00:19:48 - Humpton: Private Capital Fueling Our Broader Ambitions
00:21:17 - Humpton on Future Plans
00:24:35 - Investment Committee: AI Startups Target Software Business Models
00:36:16 - Avinash Mehrotra: Activists Cos. Recognize Proxy Fights Are Expensive, Distracting
00:37:18 - Mehrotra: Activist Are Just One ‘Loud’ Investor
00:38:57 - Mehrotra: Strong 1Q M&A Extension of 3Q, 4Q
00:43:15 - Jersey Mike's Orders Up An IPO
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Chapters:
00:03:24 - US Could Own Up to 90% of Spirit Airlines
00:04:51 - Deutsche Telekom Seeks Potential Combo With T-Mobile
00:06:08 - SpaceX Has Deal For Right to Acquire Cursor For $60B
00:08:13 - Jonathan Lewinsohn: See Opportunity in Telecom
00:10:06 - Lewinsohn: Don’t Know Exactly How AI Will Develop
00:12:20 - Lewsinsohn: People Want Out of Private Credit Before Knowing AI’s Impact on Software
00:14:47 - Lewsinsohn: A Lot of Underlying Difference in Private Credit Funds
00:17:53 - Barbara Humpton: Serra Verde A Completely Unique Deposit
00:19:48 - Humpton: Private Capital Fueling Our Broader Ambitions
00:21:17 - Humpton on Future Plans
00:24:35 - Investment Committee: AI Startups Target Software Business Models
00:36:16 - Avinash Mehrotra: Activists Cos. Recognize Proxy Fights Are Expensive, Distracting
00:37:18 - Mehrotra: Activist Are Just One ‘Loud’ Investor
00:38:57 - Mehrotra: Strong 1Q M&A Extension of 3Q, 4Q
00:43:15 - Jersey Mike's Orders Up An IPO
--------
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
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LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts