Bloomberg's Mike McKee breaks down Wednesday's subdued inflation report, putting pressure on the fed following weak jobs numbers. Then, iCapital Global Investment Strategist Dan Suzuki also talks CPI report and the S&P 500 set to post its 4th consecutive quarter of growth. Plus, CEO of Atlas Merchant Capital Bob Diamond announces a new investment partnership alongside Co-Founder & CEO of Edge Focus Elliott Lorenz. Finally, London School of Economics Lecturer Rebecca Homkes talks about how CEO's are dealing with geopolitical and market shocks. Chapters 00:00:00 Bloomberg Businessweek Daily 00:03:02 Markets Rally After CPI 00:05:08 Michael McKee on Inflation & Jackson Hole 00:06:43 Oil, Gas Prices & the Strait of Hormuz 00:08:03 Why Consumers Still Feel Inflation 00:09:40 Tariffs, Retail Sales & Economic Growth 00:12:36 Dan Suzuki on Markets Drowning in Liquidity 00:14:10 Interest Rates, Oil & Risks to the Rally 00:16:48 Diversification, AI & Asset Allocation 00:19:03 Markets, AI Stocks & Restaurant Earnings 00:21:11 Bob Diamond’s New Consumer Credit Investment 00:24:45 Edge Focus, Consumer Data & Credit Modeling 00:26:20 Buy Now, Pay Later & Expansion Plans 00:29:34 How Technology Is Transforming Consumer Credit 00:32:18 Consumer Credit, Debt & Delinquencies 00:34:38 What’s Next for Bob Diamond’s Investment? 00:35:56 Bob Diamond on the Market & an AI Correction 00:38:03 S&P 500 Hits an Intraday Record 00:39:37 Cisco Earnings & the $12 Billion Lakers Deal 00:44:32 The “Chaos Tax” on Consumers & Businesses 00:46:10 How CEOs Are Adapting to Constant Shocks 00:49:22 CoreWeave & the AI Spending Boom -------- 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 Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ 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