

Bloomberg Surveillance: A Stellar Year for Equities
Dec 29, 2023
Guests discuss a range of interesting topics, including investment strategies for the upcoming year, the ongoing legal saga with the Apple Watch, undervaluing geopolitical and US domestic risks, the latest in the Russia-Ukraine war, and a year of record demand for the international cruise line.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Investment Strategies for 2024
01:35 • 16min
Consequences of New Bank Capital Rules and AI Services for Businesses
17:24 • 2min
Geopolitical Risks and Washington's Lazy Approach
19:13 • 15min
Financial aid to Ukraine and potential peace negotiations
34:07 • 4min
Strong Performance and New Cycle in Travel Demand
37:55 • 5min
Discussion on Involvement in a China Joint Venture and Changes in Asset Strategy
43:06 • 3min