

Bloomberg Surveillance TV: September 16, 2024
Sep 16, 2024
Rob Casey, a Senior Analyst at Signum Global Advisors, discusses how a recent assassination attempt on Trump may energize his supporters. Lori Calvasina, Head of Equity Strategy at RBC Capital Markets, analyzes the potential shift to small-cap stocks if the Fed cuts interest rates by 25bps. Manny Roman, CEO of PIMCO, emphasizes the current underinvestment in fixed income, revealing a growing interest in bonds amidst economic uncertainty. Together, they explore investment strategies and the implications of political dynamics on the market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Small-Cap Stocks in Uncertain Times
02:01 • 6min
The Growth and Impact of Direct Lending in Private Investments
07:39 • 2min
Political Turmoil and Campaign Strategies
09:30 • 5min
Navigating Investment Challenges
15:00 • 3min
Navigating Fixed Income: Bonds and Market Dynamics
18:00 • 14min
Investment Opportunities in a Complex Economic Landscape
31:54 • 3min