Bloomberg Surveillance

Bloomberg Surveillance TV: May 14, 2024

May 14, 2024

Market experts Brian Levitt, Gary Cohn, and Jeff Currie discuss strong market performance, efficient company operations, and the rise of copper as a top trade. Topics include interest rates, tariffs' effects on the economy, and the surge in copper prices driven by green investments and military demand.

28:33

Creator website

Episode guests

Jeff Currie

Gary Cohn

Brian Levitt

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Markets can perform well without Fed rate cuts, focus shifts on operating efficiently in companies.

Copper emerges as a high-conviction trade with diverse demand sources and supply constraints.

Deep dives

Impact of Fiscal and Monetary Policy on Investment

Fiscal and monetary policies play a crucial role in directing investment decisions and capital availability. Over the years, shifts in interest rates and capital availability have influenced investing behaviors, particularly in startup and young companies. Changes in fiscal and monetary policies have led to alterations in how individuals approach holding and investing capital, affecting the IPO market and capital recirculation.

Introduction

2min

Economic Policies, Interest Rates, and Trade Dynamics

8min

The Impact of Tariffs on Washing Machines and Dryers

2min

Analyzing the Surge in Copper Prices

9min

Financial Planning Tools, Investor Sentiment, and Fed Impact Analysis

2min

Navigating Economic Uncertainties: Inflation Prospects and Market Volatility

5min

Exploring Consumer Response to Inflation and Corporate Profitability

4min

-Brian Levitt, Invesco Global Market Strategist
-Gary Cohn, IBM Vice Chair, former NEC Director, former Goldman Sachs Group President
-Jeff Currie, Carlyle Chief Strategy Officer: Energy Pathways

Brian Levitt of Invesco says markets can continue to perform strongly while the Fed holds off on cutting interest rates. IBM's Gary Cohn says companies are increasingly focusing on operating efficiently because 'there are a lot of price constraints in the system.' Jeff Currie of The Carlyle Group shares why copper has become 'the highest conviction trade' he's ever seen.

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