

Bloomberg Surveillance: Holiday Equity Markets
Nov 22, 2023
Holiday rally in equity market; latest in Israel-Hamas war; busy travel season amid uncertainty in airline industry; Fed unlikely to cut rates until after US election; chaotic week for OpenAI founder and Nvidia's earnings report
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Current State of the Stock Market and the Role of Government
01:41 • 7min
The Current State of Equity Markets and the Transformative Power of AI
08:30 • 4min
Biden's Relationship with Israel
12:32 • 12min
Staying Home for Thanksgiving and Big Ideas
25:01 • 3min
Market Expectations for Rate Cuts Overstated
28:11 • 9min
The Role of AI in Finance and Lessons Learned for Microsoft
37:32 • 3min