

Bloomberg Surveillance TV: August 23, 2024
Aug 23, 2024
Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley, offers insights on market dynamics ahead of Jerome Powell's pivotal address. Bob Doll, CIO at Crossmark, discusses asset allocation strategies in unpredictable markets. Isaac Boltansky, Director of Policy Research at BTIG, critiques Kamala Harris’ political rhetoric and its implications. They delve into the influence of labor data on equity pricing, strategies for navigating economic uncertainty, and sector preferences that lean toward industrials and defensive tech.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Labor Data and Market Dynamics
01:51 • 6min
Market Strategies and Political Insights
07:54 • 3min
Navigating Political Rhetoric and Strategy
11:09 • 6min
Political Dynamics and Strategic Insights
17:13 • 5min
Navigating Economic Uncertainty
21:56 • 5min
Navigating Market Dynamics: Small Caps and the Banking Sector
27:10 • 2min