Bloomberg Surveillance

Dockworkers and Geopolitics and Their Impact on Markets

Sep 30, 2024
Guest
Henrietta Treyz
Guest
Jay Hatfield
Jay Hatfield, CEO of Infrastructure Capital Management, shares his bullish outlook on investments in China, highlighting strategic economic shifts. Henrietta Treyz, Managing Partner at Veda Partners, discusses the implications of the upcoming 2024 election on the market and the latest in D.C. Additionally, they delve into tensions surrounding potential dockworker strikes and how these labor dynamics could impact economic performance. Together, they offer a captivating analysis of geopolitics and its effect on global investing strategies.
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Episode notes
1
Intro
00:00 • 2min
2
China's Economic Strategies and Global Implications
01:38 • 5min
3
Exploring Preferred Stocks and AI Innovations in Investing
07:08 • 2min
4
Impact of Elections and Labor Dynamics
09:10 • 12min
5
The Rise of Direct Lending and AI Innovations
20:55 • 2min
6
Revitalizing China's Economy
22:39 • 4min
7
Geopolitical Impacts on Market Dynamics and Investment Strategies
26:50 • 2min
8
Reevaluating Global Equity Investments: The Rise of Japan
28:25 • 2min
9
Shifting Perspectives on Federal Reserve Policy and Investment Strategies
29:56 • 2min