Bloomberg Surveillance

Bloomberg Surveillance TV: September 10, 2024

Sep 10, 2024

Peter Tchir, head of macro strategy at Academy Securities, discusses the potential for further downside in stocks as market dynamics shift. Evan Roth Smith, founding partner of Slingshot Strategies, offers insights into the upcoming presidential debate and its implications. Jitania Kandhari, deputy CIO at Morgan Stanley, warns that the pace of inflation may become more challenging. Together, they explore how sentiment, economic factors, and political events interconnect, shaping the financial landscape.

25:04

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Episode guests

Peter Tchir

Evan Roth Smith

Jitania Kandhari

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Intel's AI accelerators have dramatically enhanced performance for companies like Netflix, indicating the potential for transformative technology in streaming.

Concerns about a potential market downturn highlight the need for businesses to prove the value of AI investments amid rising operational costs.

Deep dives

AI Accelerators Enhance Streaming Performance

The implementation of AI accelerators by Intel has significantly boosted performance for companies like Netflix, improving streaming capabilities by as much as three and a half times. This performance enhancement is attributed to Intel's AI accelerators, which are reported to outperform competitor technologies by 30%. Leveraging this technology allows companies to optimize their existing architectures, enabling them to capitalize on AI advancements without the need for major overhauls. Thus, businesses can effectively harness AI to enhance operational efficiency and user experiences with their current infrastructure.

Intro

2min

Market Dynamics and Sentiment Shifts

6min

Latest Innovations from Apple

2min

Kamala Harris: Navigating Pre-Debate Dynamics

7min

Market Movements and Technological Innovations

2min

Navigating Market Dynamics and Strategy Adjustments

9min

Economic Perspectives on Living Costs and Business Partnerships

2min

-Peter Tchir, Academy Securities Head of Macro Strategy
-Evan Roth Smith, Slingshot Strategies Founding Partner & Blueprint Lead Pollster
-Jitania Kandhari, Morgan Stanley Investment Management Deputy CIO of the Solutions and Multi-Asset Group

Peter Tchir of Academy Securities says there 'is room for further downside' after stocks clawed back gains for the first time in a week. Evan Roth Smith of Slingshot Strategies and Blueprint previews tonight's presidential debate. Jitania Kandhari of Morgan Stanley says the 'pace and path of inflation is going to get a little more difficult' going forward.

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