Bloomberg Surveillance Bloomberg Surveillance TV: August 28, 2024
Aug 28, 2024
Angelo Zino, a Senior Equity Analyst at CFRA Research, delves into Nvidia's strong earnings and growth potential in AI technology. Jon Lieber, Head of Research at Eurasia Group, discusses the delicate balance of U.S.-China relations amidst ongoing diplomatic talks and the implications for national security. Daan Struyven, from Goldman Sachs, reveals a revised outlook for oil prices amidst OPEC+ concerns, while addressing the financial resilience of U.S. shale producers and their influence on future market dynamics.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Trends in Capex Growth and Nvidia's Strategic Positioning
02:01 • 5min
US-China Talks: Navigating Foreign Policy and Trade Dynamics
07:18 • 2min
Tariffs, Politics, and Uncertainty
09:33 • 5min
Targeting Key Demographics and Market Dynamics
14:40 • 4min
US Shale Producers and Oil Market Dynamics
18:11 • 4min
Evolving Trends in the Commodity Market
22:01 • 2min