Bloomberg Surveillance Bloomberg Surveillance: Tech in Focus
Jan 23, 2024
UBS Asset Management Allocation Strategist, BNP Paribas Chief US Economist, Defiance ETFs CEO and CIO, and Deepwater Asset Management Managing Partner discuss topics including the stock market, tech growth vs cashflow companies, memorable hockey moments and crypto investments, productivity trends and economic sentiment, investing in Bitcoin and wealth management services, MEC's Magnificent Seven and private late stage AI companies, and the intersection of technology and entertainment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Differentiation between Tech Growth and Cashflow Companies
02:13 • 5min
Memorable Hockey Moments and Investing in Crypto
06:49 • 3min
Understanding Productivity Trends and Economic Sentiment
09:51 • 15min
Investing in Bitcoin and Wealth Management Services
24:55 • 2min
Analysis of MEC's Magnificent Seven and Private Late Stage AI Companies
26:39 • 13min
The Intersection of Technology and Entertainment
39:48 • 2min