Bloomberg Surveillance

Bloomberg Surveillance TV: January 3, 2025

Jan 6, 2025

Liz Young Thomas, the Head of Investment Strategy at SoFi, shares her outlook on equities in 2025, emphasizing potential choppiness ahead. Meanwhile, David Malpass, former President of the World Bank, analyzes the economic and geopolitical landscape under a possible second Trump administration. They discuss the rising importance of healthcare investments, the implications of tariffs, and the challenges posed by national debt. Additionally, they critique the Federal Reserve’s communication and suggest ways to enhance transparency in these uncertain times.

19:44

Creator website

Episode guests

David Malpass

Liz Young Thomas

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Investors should explore opportunities in healthcare, materials, and industrials as viable alternatives to the dominating tech sector in 2025.

The rising interest rates and their effect on growth stocks emphasize the need for investors to reconsider their portfolio strategies.

Deep dives

Opportunities in Healthcare and Beyond

Healthcare is poised to become one of the top sectors for earnings growth in 2025, demonstrating significant potential for investors. The podcast highlights the importance of looking beyond the dominant tech sector, which has drawn much attention, to explore value in healthcare, materials, and industrials. Many investors are focused on tech stocks, potentially overlooking the favorable positions of companies within these other sectors. As healthcare has been priced low due to negative expectations, it presents an attractive buying opportunity for growth in the upcoming year.

Intro

2min

Navigating the 2025 Earnings Landscape

7min

Insights on Labor Market Trends and Financial Literacy Tools

2min

Navigating the National Debt Crisis

5min

Economics and Efficiency: Insights on Growth

4min

Federal Reserve Challenges and Transparency

4min

Navigating Increased Uncertainty in Economic Forecasting

2min

- Liz Young Thomas, Head: Investment Strategy at SoFi
- Bill Dudley, Bloomberg Opinion columnist and former President of the NY Federal Reserve
- David Malpass, former President at The World Bank

Liz Young Thomas with SoFi discusses the outlook for equities in 2025 and whether investors should expect choppiness after a slow start to the year. Bloomberg Opinion's Bill Dudley talks about his latest column critiquing Fed communication and offers ways to improve it. Former World Bank president David Malpass breaks down economic and geopolitical policies in a second Trump administration.

See omnystudio.com/listener for privacy information.

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