Bloomberg Surveillance Bloomberg Surveillance: Geopolitical Risks on Markets
Jan 19, 2024
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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Misnomer of Energy Independence
01:57 • 5min
Gasoline prices, BitWise's mission, and the importance of context
07:20 • 2min
Understanding the Fabric of Economics Beyond GDP
08:54 • 10min
Asset Allocation, Bitcoin Specialists, and Elon Musk Analysis
18:25 • 2min
Current State of American Economy
20:00 • 6min
Housing Market, Rental Inflation, and China's Economy
26:01 • 3min