Bloomberg Surveillance

Bloomberg
undefined
Jul 25, 2024 • 6min

Single Best Idea with Tom Keene: Anastasia Amoroso & Wendy Schiller

Anastasia Amoroso and Wendy Schiller share insights on the upcoming week's market direction, potential rate cuts by the Fed, and a barbell strategy for investments. The podcast also covers the inner workings of Bloomberg Surveillance, political speculation on Kamala Harris, upcoming events, and business partnerships.
undefined
Jul 25, 2024 • 23min

Bloomberg Surveillance TV: July 25, 2024

Waldemar Szlezak discusses Google and tech capex, Libby Cantrill on Trump-Harris campaigns, Anastasia Amoroso's rotation trade. Market analysis of tech stocks, financial services for private wealth, US election strategy, investing in digital infrastructure and fiber connectivity in smaller cities.
undefined
Jul 25, 2024 • 30min

Are Markets Facing a Looming Correction?

Experts from Citigroup, PIMCO, and Duke discuss market outlook, Biden's speech, and presidential control over trade. Topics include potential correction, election impact, and long-term economy health.
undefined
Jul 24, 2024 • 6min

Single Best Idea with Tom Keene: Monica DiCenso, Gautam Mukunda, & Dan Ives

Finance expert Monica DiCenso, business strategist Gautam Mukunda, and tech analyst Dan Ives share insights on collaboration in business success, Federal Reserve's market impact, interest rates, business partnerships, presidential picks, and AI strategies. A dynamic mix of knowledge and expertise!
undefined
Jul 24, 2024 • 32min

Bloomberg Surveillance TV: July 24, 2024

Guests from BlackRock, Citi Research, Carnegie Endowment, Morgan Stanley, and TD Bank discuss market reactions to tech earnings, Biden-Netanyahu meeting, upcoming eco data, small caps performance, Israeli-U.S. relations, airline disruptions, rate cuts impact, and bond market analysis.
undefined
Jul 24, 2024 • 32min

Reshaping the Presidential Race and Pricing-In Earnings

Monica DiCenso from JPMorgan discusses bullish equities, while Gautam Mukunda talks about the Harris-Trump race and his book. Topics include evolving industry sectors, market valuations, fixed income strategies, media consumption changes, party transitions in politics, Tesla earnings, AI robotics, Mets optimism, protein trends, and more.
undefined
Jul 23, 2024 • 5min

Single Best Idea with Tom Keene: Sophia Drossos & Mark Lehmann

Financial expert Sophia Drossos and investment strategist Mark Lehmann share insights on economic forecasts for the 'Roaring 20s', tech investments evolution, Google updates, and the importance of inclusive political news coverage.
undefined
Jul 23, 2024 • 25min

Bloomberg Surveillance TV: July 23, 2024

Brian Levitt of Invesco discusses tech rally gains, Isaac Boltansky from BTIG talks about latest Harris campaign updates, and Jill Carey Hall of BofA Securities explores the bullish case for small-caps amidst potential recession indicators.
undefined
Jul 23, 2024 • 40min

Markets, Kamala Harris and the Latest on the 2024 Race

Economist Sophia Drossos discusses US economy outlook, Fed's meeting, and market visibility. Chief Commodities Analyst James Steel talks about gold, commodities, and defensive positioning. Wendy Schiller explores Kamala Harris and the 2024 election against Donald Trump.
undefined
Jul 22, 2024 • 6min

Single Best Idea with Tom Keene: Ed Yardeni

Economist Ed Yardeni discusses economic optimism, AI, and market insights. He highlights the importance of collaborations in business, Lenovo Pro tech support, and the value of cautious stock market views.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app