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Bloomberg Surveillance

Bloomberg Surveillance TV: December 10, 2024

Dec 10, 2024
Bob Doll, the CEO and CIO of Crossmark Global Investments, shares his bullish outlook on dividend stocks for the upcoming year. Ellen Wald, a senior fellow at The Atlantic Council, highlights Saudi Arabia's pivotal role in Syria's future, especially after the Assad regime's decline. Jill Carey Hall from BofA notes that mid-cap stocks may be a smarter investment in 2025 as small-caps navigate an ongoing earnings recession. The conversation weaves through market trends, geopolitical influences, and strategic investment opportunities.
19:39

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Bob Doll emphasizes the need for caution in U.S. equities due to high valuations and potential market corrections ahead.
  • Jill Carey Hall suggests mid-cap stocks may outperform small caps in 2025, highlighting the importance of specific earnings revisions.

Deep dives

Investing in Robotics and AI

The GlobalX Robotics and Artificial Intelligence ETF, known as BOTZ, focuses on companies leveraging robotics and AI across various sectors, including industrials and healthcare. This investment vehicle reflects a growing market interest in technology companies poised for disruption, showcasing the potential for long-term growth in these fields. However, investors are reminded that technology investments carry risks due to rapid product obsolescence and intense industry competition, making it essential to consider these factors before committing funds. Overall, BOTZ presents an opportunity for those looking to diversify their portfolios with a technological focus.

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