Bloomberg Surveillance

Former US National Economic Council Director Gary Cohn discusses the normalization of the Fed cycle and the impact of inflation on US consumers. The podcast also explores the shifting dynamics of financial markets, the challenges of working with economic data, and the potential of a tariff wall and tax plan.

UBS Asset Management Allocation Strategist, BNP Paribas Chief US Economist, Defiance ETFs CEO and CIO, and Deepwater Asset Management Managing Partner discuss topics including the stock market, tech growth vs cashflow companies, memorable hockey moments and crypto investments, productivity trends and economic sentiment, investing in Bitcoin and wealth management services, MEC's Magnificent Seven and private late stage AI companies, and the intersection of technology and entertainment.

Join the surveillance team every morning on YouTube for discussions on economics, finance, investment, and international relations from 7-10am Eastern.

Guests discuss positive outlook for risk assets and the flow of money into equities. They explore market timing impossibility and the influence of politics on investment decisions. Additionally, they talk about the impact of generative AI and the strength of the US dollar on the global economy. They also highlight the increasing interest in small cap and mid-cap stocks and share their cherished experiences living in university dorms.

Listen to Geoff Yu, Komal Sri-Kumar, Amanda Agati, and Margie Patel as they discuss market instabilities, the dominance of the dollar, factors contributing to economic growth, poverty alleviation efforts, cash usage, sector performance, and investment potential in consumer staples.

The podcast discusses geopolitical risks on markets with guests including Stephen Schork, Greg Daco, Brian Levitt, and Neil Dutta. They explore topics such as energy independence, gasoline prices, understanding economics beyond GDP, asset allocation, the current state of the American economy, and the housing market with a focus on rental inflation.

AI insights from the World Economic Forum, takeaways from the CES conference, strength of US consumer, markets outlook tied to Led Zeppelin, importance of investing in crypto and efficiency, distinguishing between legitimate AI and exaggerated claims, Amazon stock price and leadership, transformative impact of AI on enterprises, value of luxury bags and Bitcoin in portfolios, money market funds and the equity market, importance of moving to Saunders percentage ownership rebal

Julie Norman discusses Trump's victory at the Iowa Caucuses. Claudia Sahm gives her take on the Fed's interest rates. Julia Coronado talks about the inflation environment. Barry Ritholtz breaks down the week ahead in markets. Ken Rogoff looks at inflation in the face of our current geopolitical situation.

Gerard Cassidy and Ken Leon discuss bank earnings results, with JPMorgan reporting record NII and Citi disappointing. Norman Roule talks about the airstrikes in Yemen. Mohamed El-Erian shares his outlook on global markets. Michael Nathanson examines the sports streaming industry.

Dana Peterson breaks down US consumer inflation data, Erika Najarian previews bank earnings, Michael Collins predicts Fed to wait on rate cuts, Norman Roule discusses escalating tensions in the Middle East