Bloomberg Surveillance Bloomberg Surveillance TV: August 8, 2024
Aug 8, 2024
Seema Shah, Chief Global Strategist at Principal Asset Management, expresses optimism about avoiding a U.S. recession. David Rosenberg, founder of Rosenberg Research, and Matthew Diczok from Bank of America dissect troubling jobless claims. Tobin Marcus, head of U.S. Politics at Wolfe Research, shares insights on the evolving landscape of the 2024 Presidential Election. The guests discuss the resilience of earnings outside big tech and the implications of the political climate on economic strategies, highlighting the importance of adaptive investment approaches.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Economic Uncertainty
01:56 • 7min
Earnings Resilience Amidst Economic Concerns
08:38 • 4min
Campaign Strategies and Political Dynamics
12:59 • 4min
Navigating Political Challenges and Economic Trends
16:47 • 4min
Navigating Labor Market Complexities
20:40 • 11min
Investing Challenges and Insights into the Fertility Industry
32:07 • 2min