Bloomberg Surveillance Reshaping the Presidential Race and Pricing-In Earnings
Jul 24, 2024
Monica DiCenso from JPMorgan discusses bullish equities, while Gautam Mukunda talks about the Harris-Trump race and his book. Topics include evolving industry sectors, market valuations, fixed income strategies, media consumption changes, party transitions in politics, Tesla earnings, AI robotics, Mets optimism, protein trends, and more.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Market Valuation, Investment Behavior, and Fixed Income Strategies
02:06 • 5min
Evolving Media Consumption and Private Wealth Solutions
07:03 • 3min
Strategic Party Transitions in American Politics
10:07 • 6min
Political Response, Baseball Trades, Book Recommendation, and Tesla Earnings Takeaway
16:36 • 2min
Performance and Future Prospects in AI Robotics
18:39 • 7min
Bullish on Mets, Stock Market Analogies, and Tech Solutions for Businesses
25:23 • 3min
Unaccompanied Minors on Delta Flights, European College Programs, Badwater 135 Ultra Marathon, Protein Desserts Trend
27:54 • 7min
Protein Benefits and Podcast Promotion
35:03 • 2min