Bloomberg Surveillance Bloomberg Surveillance: The Back to Normal Year
Jan 22, 2024
Guests discuss positive outlook for risk assets and the flow of money into equities. They explore market timing impossibility and the influence of politics on investment decisions. Additionally, they talk about the impact of generative AI and the strength of the US dollar on the global economy. They also highlight the increasing interest in small cap and mid-cap stocks and share their cherished experiences living in university dorms.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Investing in Equities and the Positive Outlook for Risk Assets
01:39 • 7min
Market Timing, Politics, and Investment Decisions
08:46 • 2min
2024 Outlook and Impact of Generative AI
11:03 • 14min
The Strength of the US Dollar and its Impact on the Global Economy
25:07 • 3min
Shifting Focus to Small Caps and Mid-Caps
27:44 • 6min
Living in University Dorms and Cherished Experiences
34:00 • 2min