# SOTS 2nd Hour: Blackstone COO, Ares CEO, & Morgan Stanley's Simkowitz 5/4/26

Page: https://stenobird.com/podcast/squawk-on-the-street-731896/sots-2nd-hour-blackstone-coo-ares-ceo-morgan-stanley-s-simkowitz-5-4-26
Text version: https://stenobird.com/podcast/squawk-on-the-street-731896/sots-2nd-hour-blackstone-coo-ares-ceo-morgan-stanley-s-simkowitz-5-4-26.md
Podcast: [Squawk on the Street](https://stenobird.com/podcast/squawk-on-the-street-731896)
Published: 2026-05-04T15:28:26+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/772daf2b-4aa5-445b-9969-6ecd181231b1/episodes/0730ce92-5537-402c-bf09-8552af6e416c/audio/128/default.mp3?aid=rss_feed&awCollectionId=772daf2b-4aa5-445b-9969-6ecd181231b1&awEpisodeId=0730ce92-5537-402c-bf09-8552af6e416c&feed=GcylmXl7
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Duration seconds: 2800

## Resource

Squawk on the Street's live from the Milken Global Conference with a star-studded lineup including Blackstone COO Jon Gray, Ares Management CEO Michael Arougheti, and Morgan Stanley Co-President Dan Simkowitz. Hear David Faber get their takes on AI, the IPO market, Iran war impacts and a whole lot more... plus: one longtime market veteran's playbook amid a volatile energy market and more on Palantir ahead of results. Squawk on the Street Disclaimer

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## Transcript

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