

Bloomberg Surveillance TV: October 10, 2024
Oct 10, 2024
In this engaging discussion, Dan Greenhaus from Solus Alternative Asset Management provides insights on credit markets, suggesting that higher yields may not harm equities. Tom Narayan from RBC delves into the future of the mobility sector, highlighting how Tesla's robotaxi could greatly enhance its valuation. They also touch on inflation's impact on investments, strategies in real estate, and the evolving dynamics of interest rates and risk assets, while emphasizing the need for adaptable investment approaches.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Inflation, Bonds, and Market Outlook
01:57 • 6min
Market Dynamics and Investment Strategies
08:00 • 2min
The Future of Robo-Taxis
10:24 • 8min
Valuing Innovation: Beyond Automobiles
18:05 • 4min
Navigating Interest Rates and Risk Assets
21:51 • 8min
Navigating Distress in Hedge Funds: Opportunities and Market Dynamics
29:22 • 3min