Bloomberg Surveillance

Bloomberg Surveillance TV: May 7, 2024

May 7, 2024

Steve Eisman, Mark Zandi, and Hugh Johnston discuss US deficit, Fed rate cuts, Disney's Q2 report, streaming, and parks division outlook. Topics include solar tariffs, investing trends in AI, caution in stock market, and Marvel movie disappointments. Also covers economic forum, inflation, interest rates, debt impact, potential economic slowdown, and Disney's strong business performance and streaming strategy.

35:43

Creator website

Episode guests

Hugh Johnston

Mark Zandi

Steve Eisman

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Steve Eisman is not concerned about the US deficit or Fed rate cuts, while Mark Zandi sees green flags for Fed cuts.

Disney CFO discusses mixed second-quarter report and outlook on streaming and parks divisions.

Deep dives

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Introduction

2min

Political Analysis, Solar Tariffs, and Investing Trends

13min

Discussion on Stock Market Strategy and Marvel Movies

2min

Diverse Topics: Movie Critique, Financial Planning, and Economic Forum

1min

Understanding Inflation, Interest Rates, and Debt

8min

Analysis of Wage Impact on Labor Market and Potential Economic Slowdown

2min

Disney's Strong Business Performance & Streaming Strategy

7min

Discussion on Bringing Joy, Business Deals, and Upcoming Economic Forum

3min

-Steve Eisman, Neuberger Berman Senior Portfolio Manager
-Mark Zandi, Moody's Analytics Chief Economist
-Hugh Johnston, Disney CFO

Neuberger Berman's Steve Eisman says he's not overly concerned about the US deficit or the timing of when the Fed cuts rates. Mark Zandi of Moody's Analytics shares a differing take on the deficit and says everything is pointing green for the Fed to start cutting.' Disney CFO Hugh Johnston discusses Disney's mixed second-quarter report and overviews the company's outlook on their streaming and parks divisions.

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