Wall Street Traders Score Big; Exclusive Ted Pick Interview | Bloomberg Open Interest 4/15/2026

Watch on YouTube ↗  |  April 15, 2026 at 16:35  |  1:35:17  |  Bloomberg Markets
Speakers
Ted Pick — Head of Financial Products, Apollo

Summary

The video discusses stock markets nearing record highs amid hopes for a US-Iran ceasefire extension and strong Q1 bank earnings with record trading revenue. It also covers private credit activity, tech layoffs, and AI partnerships, with interviews providing investment insights on software stocks, financials, and shipping.

  • Stocks approach all-time highs on hopes for extended US-Iran ceasefire.
  • Major banks report record equity trading revenue for Q1 driven by market volatility.
  • PIMCO buys entire $400 million Blue Owl bond deal, signaling confidence in private credit.
  • Snap announces 16% workforce reduction to cut costs and reach profitability.
  • Broadcom and Meta expand partnership for custom AI chips.
  • Allbirds pivots to AI compute infrastructure, causing stock to surge nearly 200%.
  • Bank of England's Megan Green discusses inflation risks from the war.
  • WeWork CEO outlines post-bankruptcy turnaround and new office pod product.
Trade Ideas
Nimrit Kang CIO, North American Equities, Santander Asset Management 20:03
Software stocks are now value stocks.
Software stocks have become value stocks and are attractive because business processes remain the same and these companies can adapt with new tools, such as AI, to capture customer information and improve efficiency.
Financials benefit from loan growth and capital markets.
Big banks, stock exchanges, and wealth management are attractive due to strong loan growth (highest in four years), a steep yield curve (steepest in four years), and the coming capital market supercycle, which will benefit these financial sectors.
Korean shipping benefits from energy and defense.
Korean shipping companies, particularly those dominating the floating LNG sector, benefit from both the energy theme and the security defense theme, as they provide critical infrastructure for energy transport.
Up Next

This Bloomberg Markets video, published April 15, 2026, features Nimrit Kang, Katherine Borel discussing IGV, CRM, KBE, XLF, SEA. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Nimrit Kang, Katherine Borel  · Tickers: IGV, CRM, KBE, XLF, SEA