Bloomberg Surveillance

Bloomberg Surveillance TV: March 22, 2024

Mar 22, 2024

Experts discuss US economy optimism, central banks' inflation targets, and diversifying to non-US stocks. Podcast covers wealth management, investment strategies, global diversification, and economic impact on lower-income families.

28:11

Creator website

Episode guests

Peter Oppenheimer

Mohamed El-Erian

Bob Michele

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

US economy optimistic since mid-2000s, central banks favor inflation range over target points.

Diversification to non-US stocks recommended for investment opportunities beyond traditional norms.

Deep dives

Osage County's Historical Significance and the Impact of 'Killers of the Flower Moon'

Osage County in Oklahoma garners attention due to its portrayal in Martin Scorsese's 'Killers of the Flower Moon' based on a book about the 1920s Osage murders. The movie highlights the dark past where white men targeted Osage people for their oil wealth. The narrative delves into the history of the region, shedding light on the violent plunder of land and wealth from the Osage nation. The podcast sheds a spotlight on the complexities of how prominent families acquired vast territories with historical implications.

Introduction

2min

Navigating the Financial Landscape: Recession, Stimulus, and Investment Strategies

9min

Reflections on the Post-Financial Crisis Economic Landscape and Optimism for the Future

3min

Exploring Global Investment Diversification

9min

Financial Success and Wealth Management Sponsorship Message

2min

Navigating America's Changing Economic Landscape

5min

Analysis of Economic Decisions and Inflation Impact on Underprivileged Segments

3min

-Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities
-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist
-Peter Oppenheimer, Chief Global Equity Strategist, Goldman Sachs

Bob Michele, JPMorgan Asset Management CIO, says the US economy has been in a "La La Land" since the GFC and that he hasn't been this bullish since the mid-2000s. Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion columnist, says central banks have effectively abandoned target inflation points in favor of a range. Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, discusses why he recommends diversifying to non-US stocks.

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