Bloomberg Surveillance

Bloomberg
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Feb 13, 2024 • 9min

Bloomberg Surveillance: Apollo's Jim Zelter

Jim Zelter, Co-president of Apollo Global Management, discusses Apollo's recent earnings, pockets of stress in the US economy, and his views on the Fed's decisions. Topics also include the competitive nature of the banking and asset management industry, the strength of the US economy, market structure issues, and implications for companies raising capital and credit stress.
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Feb 13, 2024 • 27min

Bloomberg Surveillance: CPI Hotter Than Expected

Guests Nadia Lovell, Blake Gwinn, and Dan Ives discuss the recent CPI print and its market impact, the tech sector, and the debate on Federal Reserve rate cuts. The hosts also touch on topics such as Thinkorswim trading platform, John Stewart's return to hosting, and Tiger Woods' new apparel line.
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Feb 12, 2024 • 31min

Bloomberg Surveillance: Geopolitics in Focus

Geopolitics expert Ian Bremmer, former National Security Affairs Assistant John Bolton, and JP Morgan portfolio manager Priya Misra discuss topics such as the changes in the Republican party, concerns about Trump's influence, NATO defense commitments, the relevance of the United States in geopolitics, and factors affecting interest rates. The podcast also touches on trading at Schwab and Super Bowl commercials.
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Feb 12, 2024 • 16min

Nikki Haley Talks US Presidential Politics

Nikki Haley, Republican presidential candidate, discusses the mistake of Trump abandoning NATO allies, importance of preventing war, decline of mental competency in politicians, solvency of Social Security and Medicare, and the multifaceted threat of China to the US.
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Feb 9, 2024 • 31min

Bloomberg Surveillance: Inflation Data Moving Markets

In this podcast, guests Ed Yardeni, Jurrien Timmer, Amrita Sen, and Lisa Mateo discuss various topics such as market performance, concerns about earnings, technology and productivity, sector ETFs, peak oil demand, transportation challenges for World Cup finals, and Gen Z payments.
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Feb 9, 2024 • 7min

Bloomberg Surveillance: Dana Peterson

Dana Peterson, Conference Board Chief Economist, discusses inflation expectations, the labor market, geopolitical climate, and consumer sentiment with Bloomberg journalists. Topics include trading experience with Schwab Trading, Federal Reserve's focus on PCE inflation, indicators for wage growth and inflation, and Fed rate cuts and consumer confidence.
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Feb 8, 2024 • 7min

Bloomberg Surveillance: Disney CFO Hugh Johnston

Disney CFO, Hugh Johnston, discusses cost-cutting efforts, the new sports bundle with Fox and Warner Bros. Discovery, and meeting viewers' needs. They emphasize delivering a great product and focus on bringing joy to families.
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Feb 8, 2024 • 30min

Bloomberg Surveillance: Markets Shrug Off China Woes

China's market rout, Chinese government's priorities and resistance against consumer side stimulus, comparing US and China economies, Disney's streaming business and regulatory risk, 401Ks and investing, national treasure and Apple resale market, the importance of data and addressing global issues
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Feb 8, 2024 • 21min

Bloomberg Surveillance: Thomas Barkin on Interest Rates

Thomas Barkin, Federal Reserve Bank of Richmond President, discusses the Fed's stance on interest rates, analyzing labor market strength and inflation levels. They also talk about hiring trends, job cuts, and concerns in the banking sector. The impact of commercial real estate on interest rates is analyzed along with the efforts of the Federal Reserve to manage this sector.
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Feb 7, 2024 • 9min

Bloomberg Surveillance: Florida Senator Rick Scott on Border Security

Florida Senator Rick Scott discusses the flailing border and Ukraine aid deal, what he wants from a border security bill, and Donald Trump's influence. The challenges faced by Republicans in reaching a consensus on a border security bill, concerns about enforcing immigration laws and securing the border, and the need for a bill that ensures border security are also discussed.

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