Bloomberg Invest: AI, Credit, and Risk | Open Interest 3/4/2026

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." It’s day two of Bloomberg Open Interest on the road at the Bloomberg Invest Conference — where the power players shaping the future of money take center stage. Today,  the biggest investors in private capital reveal where the smart money is really moving in the AI boom. Julie Solomon of Ares on the new economy land grab. Scott Kapnick of HPS on whether private credit can withstand a higher-for-longer world. Marsh CEO John Doyle talks about how global insurers price war risk as conflict in the Middle East escalates. Bruce Richards of Marathon Asset Management warns leveraged software default rates could hit 15%. Is software the next energy-style blowup? And State Street’s Yie-Hsin Hung on how institutional investors are positioning as geopolitical turmoil roils markets.

Chapters:
00:00:00 – Open Interest
00:04:49 – Stock Gain on Hopes for Swift End to Iran War
00:08:30 – Wall Street Steadies on Hopes of End to Iran War
00:11:31 – Apple Product Event Underway
00:16:10 – Blackstone Staff Opened Wallets for BCRED
00:19:20 – Yie-Hsin Hung State Street | Stocks Edging Higher in Premarket Trading
00:26:00 – Stock to Watch | Nvidia, Apple
00:33:21 – Wall Street Steadies on Hopes of End to Iran War
00:35:39 – Broadcom Reports Today with AI Worries Mounting
00:39:25 – Julie Solomon Ares Management | Wall Street Parsing Conflicting Mideast Signals
00:47:56 – Wall Street Parsing Conflicting Mideast Signals
00:59:29 – Scott Kapnick HPS Investment Partners | Bloomberg Invest
01:22:42 – John Doyle Marsh| Oil Slips on Hopes of Swift End to Iran War
01:29:20 – Bruce Richards Marathon Asset Management | Navigating Crossroads in Private Credit
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