

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Earnings Forecast and Valuation in the Marketplace
03:00 • 5min
Frustration, Competition, and Unexpected Wealth Management
08:04 • 2min
Market Performance and Earnings Risk
09:41 • 12min
Outperformance of US Economy and the Difference in Consumer Spending Habits
22:09 • 3min
Project Liberty: Addressing Harmful Technology and Social Media Addiction
25:13 • 8min
The Bloomberg Surveillance Podcast and Excitement for the Los Angeles Dodgers
33:24 • 2min