Bloomberg Surveillance
Geopolitics, the US Election, and Investing Amid Fed Easing
Oct 9, 2024
Admiral James Stavridis, a retired US Navy admiral and NATO's former supreme allied commander, offers geopolitical insights and discusses his book, emphasizing military strategies and U.S.-Israeli relations. Steven Oh sheds light on the unique investment opportunities in the current non-recessionary rate-cutting climate. Wendy Schiller delves into the political dynamics of the 2024 U.S. election, while Huw van Steenis shares strategies in private credit and fixed income, exploring the effects of Federal Reserve policies on investment approaches.
30:36
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Quick takeaways
- Admiral James Stavridis emphasizes the need to adapt military strategies based on historical lessons and modern technological advancements.
- Experts advocate for a balanced investment approach in high interest rate environments, highlighting the emerging opportunities in private credit.
Deep dives
Understanding the Importance of Therapy
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