Bloomberg Surveillance

Bloomberg
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Feb 28, 2024 • 50min

Apple's Canceled Car, Geopolitics in Focus

The podcast discusses Apple's shift from automated cars to AI technology, the challenges in the automotive industry, and the importance of innovation. It also explores America's foreign policy dilemmas, Putin's aggressive stance, and the impact on global affairs. The conversation includes insights on market conditions, inflation rates, investment strategies, and geopolitics.
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Feb 28, 2024 • 8min

Bloomberg Surveillance: Qualcomm CEO Cristiano Amon

Qualcomm CEO Cristiano Amon discusses integrating AI in computers and smartphones, the evolution of cellular modems, and partnerships with tech giants in the changing landscape of AI technology.
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Feb 27, 2024 • 11min

Bloomberg Surveillance: Stephen Yalof on Retail

Exploring the changing retail infrastructure sector and the impact of interest rates on sales. Delving into creating vibrant community spaces in open-air shopping centers to attract younger consumers. Discussing security measures, customer behavior shifts, and strategic property acquisitions in the retail industry. Highlighting the growth strategy of a southern-based company specializing in open-air shopping centers.
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Feb 27, 2024 • 30min

Fed Rate Cuts, World Economy, Muted Markets

This podcast discusses Fed rate cuts, world economy, muted markets, business investment trends, talent retention challenges, AI technology in job search, shift towards remote work, Bitcoin caution, portfolio rebalancing strategies, market outlook, earnings growth, influencer backlash, movie discussions, and podcast promotion.
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Feb 26, 2024 • 8min

Bloomberg Surveillance: Subadra Rajappa on Bond Market

Discussion on Federal Reserve policies, market reactions to rate changes, and inflation impacts in the bond market. Insights on consumer resilience, inflation trends, and market influences. Analysis of Fed put on market risks in bonds and stock market, along with impact on data sectors and consumer pressure.
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Feb 26, 2024 • 29min

The Coming Paradigm Shift, Big Cap Tech, Economic Data

The podcast delves into dividend strategies in finance, highlighting a book predicting a stock market paradigm shift. Market analysis covers big cap tech resilience, Nvidia stock, and Federal Reserve rate cut debates. The discussion also includes financial planning dilemmas, wearable technology innovations, and housing market trends.
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Feb 23, 2024 • 9min

Bloomberg Surveillance: US Treasury Deputy Secretary Adewale Adeyemo

Discussing the impact of sanctions on Russia's wartime economy and global business conduct, exploring strategies to target obscure Russian companies. Highlighting international efforts and sanctions in response to Russian aggression, focusing on aiding Ukraine post-conflict with Russian assets and targeting key revenue sources like oil.
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Feb 23, 2024 • 39min

Russia Sanctions, Recession Forecasts, Nvidia Rally

Topics include geopolitics with Admiral James Stavridis, interest rates and the Fed with Andrew Husby, Tech rally with Gene Munster, and Newspaper Headlines with Bloomberg's Lisa Mateo
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Feb 22, 2024 • 30min

Bloomberg Surveillance: Nvidia Powers Global Rally

The podcast discusses Nvidia's rise in the tech industry and the transformative impact of AI. It also explores luxury stock performance, retail strategies, and the influence of Chinese consumers on luxury brands. Insights are shared on US consumer behavior, space programs, underemployment challenges, and the use of corporate jets for tax benefits.
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Feb 21, 2024 • 10min

Bloomberg Surveillance: Anthony Capuano on Travel Industry

Exploring the rebound of travel demand post-pandemic, insights on travel industry recovery in Asia, analysis of mid-scale travel segments and global middle-class growth, post-pandemic consumer spending trends prioritizing travel, shift to sustainable hotel services and luxury expectations post-pandemic

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