Bloomberg Surveillance

NYSE Group President Lynn Martin joins Bloomberg's roundtable to discuss principal trends that may shape global markets this year. Topics include investing in cryptocurrency, parental approval for app downloads, impact of regulations on financing, potential changes in lifespan of private companies, challenges of misinformation in the era of AI, impact of politics on financial markets, importance of reliable systems for risk management, and volatility in the economy.

Chris Harvey, Wells Fargo Securities Head of Equity Strategy, Greg Valliere, AGF Investments Chief U.S. Policy Strategist, and Dennis Gartman, University of Akron Endowment Chairman, discuss investing in crypto, tech earnings, Senate control, geopolitical risks, the changing landscape of pop culture, and the trauma of becoming an empty nester.

US Deputy Treasury Secretary Adewale Adeyemo discusses the Biden administration's efforts to address inflation and boost the economy. They touch on progress made for the middle class, supply chain challenges driving inflation, tax relief investments, and national security risks. They also discuss the CFIUS process, Russia's invasion of Ukraine, and trade negotiations. Additionally, they address China's trade violations and competition in the automotive industry through tariffs and collaboration with allies.

Bloomberg Opinion Columnist Mohamed El-Erian discusses concerns of potential disappointing economic growth and Federal Reserve rate-cutting expectations with Bloomberg Surveillance hosts. The podcast explores topics such as misconceptions about winning the war over inflation, potential risks for the economy, and factors affecting economic growth and market dispersion.

A discussion on margin strength and its relationship to technology investment, globalization, pricing power, and revenue growth. Uncertainty surrounding earnings forecast for the S&P 500 and the current high forward earnings multiple compared to historical levels. Frustration, competition, unexpected wealth management, and contacting a financial advisor at Stiefel. Concerns about earnings risk, retirement planning, and target date funds. Outlook for the US economy, cautious spending habits in Europe and Asia, and ads from Bitwise and Stiefel. Formation of Project Liberty, tackling harmful tech and social media addiction. Excitement for the Los Angeles Dodgers and introduction to the Bloomberg Surveillance podcast.

Amos Hochstein, White House energy adviser, discusses the success of US sanctions in reducing Iran's oil exports. The podcast covers topics such as the challenges of the Biden administration's energy record, the current state of energy exports by different countries, the relevance of OPEC Plus, transitioning to a clean energy future, and addressing barriers to electric vehicle adoption.

Paul Taubman, founder of PJT Partners, discusses the impact of politics on the mergers-and-acquisitions market, the role of interest rate cuts in stimulating market activity, and the importance of energy deals in the M&A market.

Guests Ed Hyman, Lucas Shaw, Garrett Nelson, and Jane Foley discuss topics including inflation, interest rates, the labor market, the Hollywood entertainment industry, Tesla's stock slump, the non-Tesla EV market, challenges in Tesla's Cybertruck production, and the impacts of the Euro Yen exchange rate, ECB comments, and fiscal situation on markets.

The podcast featured guests including Victoria Fernandez, Brian Wieser, Amy Wu Silverman, and Joe Theismann. They discussed topics like market outlook for 2024, Bitcoin in portfolios, investments in the video industry, option sentiment, and changes in college football. They also speculated on Bill Belichick's future and made Super Bowl predictions.

Former House Speaker Kevin McCarthy predicts that Nikki Haley will drop out of the presidential race. The podcast discusses attracting independent voters, immigration impact, budget resolution, Trump's policies, abortion, economy, public perception, political concerns, and McCarthy's personal story of overcoming challenges and pursuing entrepreneurship.