Bloomberg Surveillance

Bloomberg Surveillance TV: December 5, 2024

Dec 5, 2024

Nouriel Roubini, a macroeconomic expert and professor at NYU, shares insights on Bitcoin’s volatility, calling it a speculative asset. Eric Resnick, CEO of KSL Capital Partners, discusses the rebounding consumer confidence in the hospitality sector, particularly after the elections, and the implications of labor market trends. Both guests emphasize the need to navigate economic uncertainties and regulatory challenges as the industry recovers from the pandemic, highlighting emerging investment opportunities in travel and leisure.

31:15

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Episode guests

Eric Resnick

Nouriel Roubini

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Tobin Marcus highlights the need for investors to observe the real impact of tariffs on the market before making decisions.

Nouriel Roubini classifies Bitcoin as a highly volatile speculative asset, questioning its reliability as a hedge against inflation.

Deep dives

Investing in AI and Robotics

The discussion highlights the benefits of considering investments in the GlobalX Robotics and Artificial Intelligence ETF. This fund focuses on companies leveraging robotics and AI across various sectors, such as healthcare and industrials, to drive innovation and growth. While the potential for high returns exists, investing in such technologies also carries risks, including the possibility of losing principal due to market volatility. Therefore, it's essential for investors to conduct thorough research and understand the associated risks before committing their funds.

Intro

2min

Economic Policy Dynamics and Cryptocurrency Insights

15min

Political Appointments and their Impact on Cryptocurrency Regulation

2min

Shifts in SEC Leadership and Deregulation

4min

Market Insights: Tariffs, Infrastructure Investment, and Payrolls Report

2min

Navigating Hospitality's Post-Pandemic Landscape

8min

Shifts in Investment Strategies and Market Optimism

4min

- Tobin Marcus, Wolfe Research Head of US Politics and Policy
- Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO / Professor Emeritus, NYU
- Eric Resnick, KSL Capital Partners CEO

Tobin Marcus of Wolfe Research doesn't think tariffs are priced into the market, and people will need to "see it to believe it." Nouriel Roubini of Roubini Macro Associates calls Bitcoin a "speculative asset" that is "highly volatile." Eric Resnick of KSL Capital Partners describes a resurgence in consumer confidence after the election.

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