Bloomberg Surveillance

Bloomberg Surveillance December 24, 2024

Dec 24, 2024

Margie Patel, Senior Portfolio Manager at Allspring Global Investments, shares that the stock market is set for a decent year, highlighting investment strategies. Ryan Petersen, Founder and CEO of Flexport, discusses the looming impact of strikes and tariffs on supply chains, emphasizing businesses' need to adapt. Both delve into the volatility in markets and the shift towards equities as interest rates rise, while also considering the implications of upcoming political events on various sectors.

29:41

Creator website

Episode guests

Ryan Petersen

Margie Patel

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Quick takeaways

Margie Patel emphasizes that despite market volatility, the stock market is reasonably priced for continued decent performance next year.

Ryan Petersen highlights the impact of potential tariffs on supply chains, as businesses rush to import goods before possible disruptions.

Deep dives

Investment Strategies in AI and Robotics

The GlobalX Robotics and Artificial Intelligence ETF (BOTZ) offers exposure to companies leveraging AI and robotics across various sectors, including industrials and healthcare. This ETF serves as a potential avenue for investors looking to engage with technological advancements and disruption. However, investment in this ETF carries inherent risks, including the potential loss of principal and the impact of rapid product obsolescence and industry competition. Investors should carefully evaluate the ETF's objectives and risks before making decisions, ensuring a thorough understanding of market dynamics.

Treasury Market Dynamics and Shipping Trends

04:39

Sector-Specific Election Impacts

02:44

Intro

2min

Navigating Liquidity and Investment Strategies

8min

Treasury Market Dynamics and Shipping Trends

5min

Navigating Supply Chain Challenges

6min

East Coast Strike and Economic Outlook

3min

Market Dynamics and Federal Reserve Impact

7min

Navigating Sector Dynamics Amid Election Influences

3min

-Margie Patel, Sr. Portfolio Manager, Allspring Global Investments

-Ryan Petersen, Founder & CEO, Flexport

-Stuart Kaiser, Head of Equity Trading Strategy, Citi

Margie Patel of Allspring Global Investments says the stock market, "is reasonably priced for another decent year." "People are trying to get goods in before a potential strike or tariffs," says Ryan Petersen of Flexport gauging the impact of Trump's looming tariffs. Stuart Kaiser of Citi warns, "volatility is kind of a little bit all over the place."

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