US-Iran Deal Eases Inflation Angst, Knicks Celebrate in NYC| Bloomberg Businessweek Daily 6/18/2026

Watch on YouTube ↗  |  June 18, 2026 at 21:55  |  48:51  |  Bloomberg Markets
Speakers
Sherry Paul — Managing Director, Morgan Stanley Private Wealth Management
Liz Mueller — Co-founder & CEO, Deep Fission

Summary

The episode covers new Fed Chair Kevin Warsh's hawkish debut and its market impact, Morgan Stanley's wealth advisor Sherry Paul outlining shifts toward AI infrastructure and healthcare, Deep Fission's IPO pitch for underground nuclear reactors to meet AI energy demand, and a sports business segment on the Knicks championship and World Cup economics.

  • Fed Chair Warsh signals a hawkish tilt, with growing support for rate hikes amid broadening services inflation.
  • Sherry Paul recommends staying long short-to-intermediate bonds and pivoting AI exposure from chips to hardware/cloud.
  • Paul also highlights biotech and healthcare as attractive plays due to AI-driven breakthroughs.
  • Deep Fission CEO Liz Mueller pitches the company's underground small modular reactors as faster, cheaper nuclear power for data centers.
  • The Deep Fission IPO priced at $16 under ticker 'Friesen' with $40 million raised to fund a commercial borehole proof of concept.
  • Energy markets react to a US-Iran peace deal: oil drops, easing inflation fears, and stocks rally led by semiconductors.
  • The Knicks' championship parade and World Cup hosting economics are discussed, with no direct investment ideas.
  • Intel surges on Trump tweet about Apple partnership for domestic chip production, and Take-Two rises on GTA VI pre-orders.
Ideas
Sherry Paul Managing Director, Morgan Stanley Private Wealth Management 9:46
Stay long short-to-intermediate bonds.
Morgan Stanley sees no rate hikes for the rest of the year, so investors should stay long the short-to-intermediate part of the bond curve and remain liquid.
SHY MED
Sherry Paul Managing Director, Morgan Stanley Private Wealth Management 12:39
Shift to AI hardware and infrastructure.
The AI theme is shifting from 'return on innovation' (chips, cybersecurity) to 'return on installation' (hardware, cloud infrastructure). Investors should follow the expected $1 trillion of AI spending through 2028 into hardware and infrastructure hard assets.
AI hardware & infrastructure MED
Sherry Paul Managing Director, Morgan Stanley Private Wealth Management 16:25
Invest in biotech and healthcare.
AI will lead to vaccine breakthroughs and accelerate healthcare and epigenetics, making biotech and healthcare attractive investments.
XLV MED
Liz Mueller Co-founder & CEO, Deep Fission 22:02
Deep Fission IPO for underground nuclear.
Deep Fission deploys proven pressurized water reactors a mile underground, enabling faster deployment at lower cost. The company is going public to fund a commercial reactor, targeting late 2027/early 2028, and has 15GW of leases driven by AI data center demand.
Friesen MED
Up Next
10:07
Iran Deal a 'Real Defeat' for the US, John Bolton Says
Bloomberg Markets · Jun 18
1:28:17
MacroVoices #537 Brent Johnson: There’s No Turning Back
Macro Voices · Jun 18
24:23
Trade of The Week - MacroVoices #537
Macro Voices · Jun 18
11:09
Inside the AI Debt Surge
Morgan Stanley · Jun 18
1:50:58
O MODELO DAS ASSESSORIAS ESTÁ COM OS DIAS CONTADOS? | Market Makers #376
Market Makers · Jun 18

This Bloomberg Markets video, published June 18, 2026, features Sherry Paul, Liz Mueller discussing SHY, AI hardware & infrastructure, XLV, Friesen. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Sherry Paul, Liz Mueller  · Tickers: SHY, AI hardware & infrastructure, XLV, Friesen