Bloomberg Surveillance

Apollo CEO, Marc Rowan, discusses the best year in the firm's history and their commitment to private equity. The podcast also covers rising antisemitism, the 2024 presidential election, weakening labor market evidence, and the optimism at the COP28 climate summit.

Peter Tchir wants to be underweight Treasuries. George Saravelos says the ECB should cut rates. Ajay Banga discusses climate finance and the role of the private sector. David Turk talks about the negative effects of new bank capital rules. Helane Becker weighs in on the Alaskan Airlines and Hawaiian Airlines merger. Investment ideas for 2023 and 2024 focus on Delta Airlines.

Hate crimes have surged worldwide following the Gaza war, affecting Jewish, Muslim, and Arab communities. The rise in hate speech and crimes is more intense this time, with no sign of it slowing down. The podcast explores the impact on various cities like New York, Paris, South Africa, and London. It discusses efforts by community leaders to bridge gaps between Jewish and Muslim communities, safety concerns in London, investigations into discrimination at schools, and the damaging impact of the conflict on London communities.

Guests on the podcast include Liz Young, SoFi Head of Investment Strategy, who discusses the correlation between stocks and bonds. Lauren Goodwin from New York Life Investments predicts the expansion of technology into digital infrastructure. Nadia Martin Wiggen from Svelland Capital sees no long-term negative price path for oil. Antonio Neri, Hewlett Packard Enterprise President & CEO, talks about the company's partnership with Nvidia in the generative AI space. The podcast covers topics such as the launch of the Tesla Cybertruck and its impact on the market, concerns about increasing credit card debt, trust in technology, and the future decline in oil prices.

John Micklethwait reflects on the life and career of Henry Kissinger. Neil Dutta predicts a Fed interest rate cut by March. John Lawler discusses Ford's focus on increasing efficiency. Kelsey Berro suggests the Fed is done hiking rates. Norman Roule talks about the Israel-Hamas war.

Henry Kissinger, former US Secretary of State, discussed his life, career, and thoughts on global affairs in an extended conversation with Bloomberg Editor-in-Chief. Topics include his role in US-China relations, Russia's historical context, Britain's happiness outside the EU, Kissinger's intellectual development, AI's impact on US-China relationship, and his legacy in Asia. They also discuss Kissinger's private life, reflections on humanity, and control over their legacies.

Mary Barra, GM CEO, announces biggest-ever buyback plan and expects 'strong adoption' of more affordable EVs. Thierry Wizman warns of sudden shock in oil market. Scott Nuttall discusses KKR's acquisition of Global Atlantic. Lara Rhame highlights the threat to Fed's 2% inflation goal by the state of services in the economy. Howard Marks reflects on Charlie Munger's legendary life. David Rubenstein previews new episodes of Bloomberg's 'The David Rubenstein Show' featuring Peter Zaffino and Bill Ackman.

Charles Munger, alter ego to Warren Buffett, dies at 99. Discussion on Munger and Buffett's partnership, their impact on Berkshire Hathaway, and Munger's belief in long-term success. Explore Munger's background and lessons on compounding. The unique dynamic between Munger and Buffett, Munger's unconventional ideas, and his grumpy persona. Future of Berkshire Hathaway after Munger's passing and his unique problem-solving approach. Munger's enduring impact, pioneering strategies, and thoughts on the financial climate. Featuring Bloomberg News reporter Noah Buhayar and Bill Smead of Smead Capital Management.

The podcast covers topics such as signs of a recession coming from the market rather than the Fed, the potential introduction of digital currencies by central banks, the relationship between banks and technology with the use of AI, concerns about the risk-on rally in the bond market, the latest on the Israel-Hamas war and hostage release, and the impact of AI on the banking industry.

Equities outlook for 2024 with Lori Calvasina, RBC Capital Markets Head of US Equity Strategy. Dana Telsey discusses record-high Black Friday sales. Aaron David Miller provides insight on the Israel-Hamas war. Torsten Slok analyzes the Fed's rate policy. Steve Schwarzman shares buying opportunities in European real estate.