Bloomberg Surveillance

Bloomberg Surveillance TV: December 17, 2024

Dec 17, 2024

Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, shares insights on current market dynamics and the economic outlook. He sheds light on the challenges of government spending and discusses the persistent nature of fiscal policy in Washington. Greenhaus also delves into market sentiment characterized by unsettling bullishness, particularly in technology sectors, while hinting at future trends in M&A. His analysis reveals the complex interplay between political changes and the U.S. dollar's future amidst evolving global economic pressures.

25:22

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Episode guests

Dan Greenhaus

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Episode notes

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Quick takeaways

Mark McCormick highlights the global disruption caused by Trump's election, indicating a shift in the existing geopolitical order.

Joanna Geraghty emphasizes JetBlue's strategic focus on expanding premium offerings while managing rising operational costs and supply chain challenges.

Deep dives

Investing in AI and Robotics

The GlobalX Robotics and Artificial Intelligence ETF (ticker BOTZ) focuses on investing in companies that are leveraging robotics and AI across various sectors, including industrials and healthcare. Investing in this ETF involves inherent risks, particularly the potential loss of principal. It's crucial for investors to recognize that the technology sector is prone to rapid changes, which can lead to product obsolescence and fierce competition. Before making investment decisions, individuals should thoroughly investigate the fund's objectives, risks, and associated costs outlined in its prospectus.

Intro

2min

Market Sentiment and Strategic Movements

9min

Navigating Government Spending and Economic Solutions

3min

JetBlue's First-Class Expansion and Challenges

9min

Navigating the Future of U.S. Infrastructure Investment

2min

Economic Disruptions and Dollar Dynamics

4min

Exploring Therapy Benefits and New Finance Insights

2min

- Mark McCormick, TD Bank Global Head: FX & EM Strategy
- Dan Greenhaus, Solus Alternative Asset Management Chief Strategist
- Joanna Geraghty, JetBlue CEO

Mark McCormick of TD Bank says, "The election of Trump is a disruption to the existing order" around the world. Dan Greenhaus of Solus dives into the incoming administration and predicts, "No one's cutting spending. Spending never gets cut." Jetblue CEO Joanna Geraghty speaks about the changes happening at the airline, saying the company needs to make tough decisions in order to be profitable.

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