Bloomberg Surveillance: Geopolitical Risks on Markets
Jan 19, 2024
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The podcast discusses geopolitical risks on markets with guests including Stephen Schork, Greg Daco, Brian Levitt, and Neil Dutta. They explore topics such as energy independence, gasoline prices, understanding economics beyond GDP, asset allocation, the current state of the American economy, and the housing market with a focus on rental inflation.
Investing in crypto with a specialist is crucial and risks associated with it should be carefully considered.
Despite record levels of oil production, the US is still reliant on imports, and oil prices could rise due to bearish bets and intense trading volume.
Deep dives
Investing in Crypto with Bitwise
Bitwise is a specialist in crypto investments, offering the world's largest crypto index fund and five crypto ETFs. The podcast emphasizes the importance of investing in crypto with a specialist and considering the risks associated with it.
Energy Independence and Oil Prices
The podcast discusses energy independence and the misconception associated with it. Despite being back at record levels of oil production, the speaker clarifies that the US is still reliant on imports. Additionally, the podcast highlights the potential for oil prices to rise due to a significant amount of bearish bets and intense trading volume.
Gen AI and its Economic Impact
The podcast explores the economic impact of Generation AI (Gen AI). It suggests that while the technology will lead to productivity gains and a boost to GDP, there are challenges to achieving widespread adoption of electric vehicles, such as technology advancements and an overhang of used EVs.