

Bloomberg Surveillance: The Bullish Case For 2024
6 snips Dec 21, 2023
The podcast features guests including Mizuho Securities Chief US Economist, Citi Head of US Equity Trading Strategy, a Senior Fellow from Yale University, and a Senior Research Analyst. They discuss topics like resilient US jobless claims, bullishness in market performance, US-China relations, and the potential merger of Warner Bros. Discovery and Paramount Global. They also touch on rising shipping costs, the impact of new bank capital rules, and challenges in the media industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
The Impact of Rising Shipping Costs on Consumers and Economic Data
02:32 • 8min
Consequences of New Bank Capital Rules and Bullishness in Market Performance
10:34 • 2min
Economic Data and Fed Reaction
12:35 • 15min
New Bank Capital Rules and Potential Consequences, Trusting and Governing AI, Media Industry Consolidation
27:55 • 2min
Challenges and Speculations in the Media Landscape
29:49 • 7min
Potential Combination of Companies and Regulatory Reviews
36:54 • 2min