Bloomberg Surveillance

Bloomberg Surveillance TV: June 25, 2024

Jun 25, 2024

Mike Wilson from Morgan Stanley talks about market focus on softening economic growth. Greg Peters from PGIM updates rate projections post softer economic data. Steve Eisman from Neuberger Berman discusses bullishness on Apple, tech, AI, and expects Trump to win.

41:49

Creator website

Episode guests

Mike Wilson

Greg Peters

Steve Eisman

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Episode notes

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Quick takeaways

Market focus on softening economic growth over inflation concerns.

Importance of stock selection and resilient investments in challenging economic environment.

Deep dives

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Intro

2min

Economic Policies Impacting Market Dynamics

16min

US Deficit, Risks, and Greater Retirement Security

3min

Market Concerns and Fiscal Strategies

6min

Analyzing Market Volatility and AI Trends

3min

Stock Valuations and Portfolio Construction Considerations

14min

Discussion on TV shows and AI in markets with special guest

2min

Mike Wilson of Morgan Stanley discusses how markets are focused on softening economic growth rather than inflation. Greg Peters of PGIM provides updated rate projections following the release of softer economic data. Steve Eisman of Neuberger Berman offers perspectives on his continued bullishness on Apple, tech and AI, while also expressing expectations for Trump to win.

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