

Bloomberg Surveillance: Underweight Treasuries
Dec 4, 2023
Peter Tchir wants to be underweight Treasuries. George Saravelos says the ECB should cut rates. Ajay Banga discusses climate finance and the role of the private sector. David Turk talks about the negative effects of new bank capital rules. Helane Becker weighs in on the Alaskan Airlines and Hawaiian Airlines merger. Investment ideas for 2023 and 2024 focus on Delta Airlines.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Zuckerberg's Facebook Shares
02:04 • 10min
Consequences of Federal Government's Bank Capital Rules
12:04 • 2min
Addressing Climate Change and the Role of Private Sector
13:41 • 14min
Impact of New Bank Capital Rules on Everyday Americans
27:47 • 2min
Consolidation in the Airline Industry: The Merger of Alaskan Airlines and Hawaiian Airlines
29:42 • 6min
Investment Ideas for 2023 and 2024: Shifting towards Delta
35:57 • 3min