AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Bloomberg Surveillance
The Outlook for Markets, Rates, and a Second Trump Term
Dec 18, 2024
Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares her insights on the 2025 market outlook and the risks influenced by the Federal Reserve. Jason Furman, an economics professor at Harvard, discusses the potential inflationary impact of President Trump’s second term policies. Meanwhile, Jason Trennert, Chief Investment Strategist at Strategas, explores major market trends, the future of interest rates, and the implications of inflation strategies for investors. A lively discussion on navigating economic uncertainties provides valuable perspectives!
38:20
Episode guests
AI Summary
Highlights
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The 2025 financial outlook suggests modest growth of about 10%, emphasizing the need for solid earnings performance over multiple expansions.
- Potential inflationary pressures may arise from new U.S. economic policies, particularly regarding immigration dynamics and their impact on the labor market.
Deep dives
Investing in AI and Robotics
The GlobalX Robotics and Artificial Intelligence ETF (ticker BOTZ) focuses on investing in companies that drive innovation through robotics and artificial intelligence across various sectors, including industrials and healthcare. This ETF aims to capitalize on the growing influence of these technologies by selecting firms poised for significant disruption. Prospective investors should be aware that while the fund offers an opportunity to engage in technological advancement, it carries inherent risks, including potential principal loss. Additionally, technology sectors are susceptible to rapid obsolescence and intense competition which could influence overall returns.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode