mr. reiner on his big night. we will hear from the blackstone ceo steve schwarzman as well as the starwood capital ceo barrysternlicht next. ♪ >> this is "lunch money," and on bloomberg television, streaming on your phone, your tablet, and bloomberg.com and now available on apple tv and amazon fire. i am adam johnson. some of the sharpest minds in business are gathering this week in los angeles for the milken institute global conference. erik schatzker and stephanie ruhle are there and spoke with the blackstone ceo steve schwarzman on where he sees opportunity. >> we been having a great time buying things. the m&a business has been really depressed for years, way below historic levels. what is happening is some confidence is coming back and there are a lot of reasons why there might be some confidence. we are finding that our companies themselves are increasing their earnings really in excess of the s&p 500 pretty comfortably. our portfolio companies. what happens as businesses do better is people are more confid