Bloomberg Surveillance

Bloomberg Surveillance TV: November 6, 2024

Nov 7, 2024

Jay Pelosky, Chief Investment Officer and co-founder of TPW Investment Management, dives into the shifting economic and political dynamics affecting markets. Torsten Slok, Chief Economist at Apollo Management, discusses the challenges for the Federal Reserve amid changing political landscapes. Isaac Boltansky from BTIG analyzes the Democratic Party's identity crisis post-election and what it means for future governance. Together, they explore how recent election outcomes will shape investment strategies and economic forecasts.

25:14

Creator website

Episode guests

Isaac Boltansky

Torsten Slok

Jay Pelosky

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The recent election outcomes suggest a misalignment in political forecasting for the Democrats, raising questions about future policy directions.

The mixed market reactions indicate a complex economic landscape where investors must navigate potential growth amidst rising interest rates and policy changes.

Deep dives

Futures Market Opportunity

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Intro

2min

Election Outcomes and Investment Strategies

10min

Market Insights and Federal Reserve Rate Decisions

2min

Post-Election Economic Landscape

6min

Economic Implications and Political Shifts

4min

Democratic Party Dynamics Post-Election

3min

Political Resurgence and Market Implications

2min

- Isaac Boltanksy, BTIG Director Policy Research
- Jay Pelosky, TPW Investment Management Chief Investment Officer/Co-Founder
- Torsten Slok, Apollo Management Chief Economist

Isaac Boltansky of BTIG says it will be a long few years before Democrats figure out who their new standard bearer is. Jay Pelosky of TPW Investment Management says, "The good idea of economics has turned into bad politics for the Democrats." Torsten Slok of Apollo believes, "Tomorrow is easy for the Fed. Tomorrow is difficult."

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