Bloomberg Surveillance Election and Big Tech Impacting Markets
4 snips
Oct 30, 2024 In this insightful discussion, Nick Colas, co-founder of DataTrek Research, examines how markets are responding to the anticipated Trump-Harris race and the bond market's current frenzy. Mandeep Singh, Senior Tech Analyst, dives into the earnings of tech giants like Alphabet and the competition within cloud services. Lindsay Newman, geopolitical expert, analyzes the implications of the upcoming U.S. election on global foreign policy. Meanwhile, Randy Schwimmer sheds light on the rising private credit market and the strategies needed to adapt in this changing landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Navigating Education and Investment Landscapes
02:01 • 7min
Global Perspectives and Tech Giants
09:30 • 3min
AI's Impact on Software and Market Dynamics
12:41 • 5min
Energy Investments and Data Center Growth
17:53 • 2min
Election Impact on Foreign Policy
20:10 • 7min
Politics and Sports: Shifting Landscapes
26:57 • 4min
Navigating the Private Credit Landscape
30:34 • 9min
Navigating Regulatory Challenges in Private Credit Markets
39:09 • 2min