Bloomberg Surveillance

Bloomberg Surveillance: Outperformance in Tech

Jan 26, 2024
A discussion on margin strength and its relationship to technology investment, globalization, pricing power, and revenue growth. Uncertainty surrounding earnings forecast for the S&P 500 and the current high forward earnings multiple compared to historical levels. Frustration, competition, unexpected wealth management, and contacting a financial advisor at Stiefel. Concerns about earnings risk, retirement planning, and target date funds. Outlook for the US economy, cautious spending habits in Europe and Asia, and ads from Bitwise and Stiefel. Formation of Project Liberty, tackling harmful tech and social media addiction. Excitement for the Los Angeles Dodgers and introduction to the Bloomberg Surveillance podcast.
Ask episode
Chapters
Transcript
Episode notes