Bloomberg Surveillance Bloomberg Surveillance TV: July 25, 2024
Jul 25, 2024
Waldemar Szlezak discusses Google and tech capex, Libby Cantrill on Trump-Harris campaigns, Anastasia Amoroso's rotation trade. Market analysis of tech stocks, financial services for private wealth, US election strategy, investing in digital infrastructure and fiber connectivity in smaller cities.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Market Analysis: Tech Shares and Earnings Surprises
01:43 • 6min
Financial Services Offered to Private Wealth Clients and Political Polling Data
08:08 • 2min
US Presidential Election Strategy and International Investment Discussions
10:33 • 6min
Challenges in Self-Soothing, Advanced Wealth Services, and Big Tech AI Spending
16:19 • 2min
Analyzing the Three Pillars of Digital Infrastructure and Investment Opportunities
18:29 • 6min
Investment in Fiber Infrastructure and Connectivity in Smaller Cities
24:17 • 2min