Day 3 From the Milken Institute Global Conference | The Close 5/6/2026

Watch on YouTube ↗  |  May 06, 2026 at 22:34  |  2:24:02  |  Bloomberg Markets
Speakers

Summary

Day three of the Milken Global Conference featured discussions with asset managers, private equity leaders, and sports executives. Key themes included AI's enterprise adoption, private credit's evolution, real estate opportunities from maturity walls, and the bullish outlook for equities near record highs. Guests expressed optimism about AI but cautioned on selectivity, while sports investing and the music industry's digital transformation were also highlighted.

  • Markets closed at fresh record highs with a broad rally led by tech and AI stocks.
  • Tony Minella of Eldridge discussed internal AI deployment and pitched CLOZ ETF as a low-risk yield vehicle.
  • Michael Choe noted a unwind in software PE valuations and a return to basics in middle-market investing.
  • Match Group CEO Spencer Rascoff detailed a turnaround with Hinge growth and Tinder product fixes.
  • Tim Sloan of Fortress emphasized the $3.5 trillion CRE maturity wall as a lending opportunity, especially in multifamily.
  • Guggenheim's Dina DiLorenzo highlighted structured credit and CLOs as resilient income streams.
  • Raj Ganguly of B Capital called AI a supercycle and flagged healthcare and cybersecurity as key areas.
  • Sports investing was discussed by George Pyne, who focuses on technology and services behind sports rather than teams.
Trade Ideas
Tony Minella 13:12
CLOZ offers high yield with low risk.
CLOZ, a mezzanine BB CLO ETF, offers a 5% yield with low risk because the underlying collateral is diversified and the structure provides credit enhancement. It is a good option for yield-seeking investors without taking on significant credit risk.
CLOZ MED
Spencer Rascoff Co-founder, Zillow; Investor 35:44
Match Group bullish on Hinge growth turnaround.
Match Group is turning around with strong Hinge revenue growth of 20% year-over-year, international expansion into new countries, and product improvements at Tinder that are slowing declines. The company has significant runway for sustainable growth, especially from Hinge aiming for $1 billion revenue.
MTCH HIGH
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This Bloomberg Markets video, published May 06, 2026, features Tony Minella, Spencer Rascoff discussing CLOZ, MTCH. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Tony Minella, Spencer Rascoff  · Tickers: CLOZ, MTCH