Bloomberg Surveillance PCE Breakdown and an AI Blowout
Apr 26, 2024
Neil Dutta from Renaissance Macro Research discusses PCE and rate cuts. Cam Dawson of NewEdge Wealth talks about market pricing. Mandeep Singh from Bloomberg Intelligence breaks down tech earnings. The podcast also covers inflation, wage growth, tech sector strategy, generative AI impact, dining culture in NYC, and global commodity inflation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Navigating Inflation and Wage Growth Dynamics
02:06 • 6min
Market Update and Tech Earnings Analysis Discussion
07:55 • 2min
Tech Sector Earnings and Market Strategy
10:17 • 11min
Exploring Generative AI Impact and Banter on Key Person Risk
21:41 • 2min
Scalping Reservations and Dining Culture in New York City
23:55 • 5min
Coffee Bean Hoarding in Vietnam and Global Commodity Inflation
28:55 • 3min