Bloomberg Surveillance

This podcast discusses the recent $364 million fine imposed on Donald Trump in a fraud case and explores the consequences of the ruling against him, including the implications for his businesses and the possibility of liquidation. It also examines the legal challenges faced by Trump, the victory of the New York Attorney General, and the potential consequences he may face, such as damage to his reputation and future political aspirations.

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins Bloomberg Surveillance to discuss tech earnings, concentration risk, and consumer stress. They explore parallels between video earnings and the dot com era, the importance of diversification in portfolios, tension between high and low-income individuals in relation to inflation, and the impact of price rises on corporate earnings. They also touch on job cuts, consumer spending, evolving pop culture, and the economic impact of inflation and unemployment benefits.

Neil Dutta discusses PPI data, Rebecca Patterson talks about markets, Steve Ricchiuto covers the global economy. Topics include inflation, Fed's interest rate policy, labor market sluggishness, manufacturing sector, pandemic's economic impact, deficit concerns, and US government spending on interest payments.

Bloomberg journalist Annmarie Hordern and Dr. Ariel Cohen of the Atlantic Council discuss the death of Russian activist Alexey Navalny and the challenges of understanding Russia. They also explore the implications of Navalny's death for Putin and Russia, the escalating tensions between Russia and the West, and the need for restored deterrence in Europe.

UBS Global Wealth Management Chief Economist, Liz Young from SoFi, former US Ambassador to Israel, and Lisa Mateo from Bloomberg discuss topics including economic data, markets, the political situation in Israel, leadership and partnership in finance, and the challenges faced by teachers in teaching social and political issues.

BlackRock Global Allocation Fund Portfolio Manager Russ Koesterich predicts a rate cut by the Fed in June despite a higher CPI report and advises staying long on equities. The discussion also covers the transition of trading at Schwab to Ameritrade, economic data, barbelling the portfolio, and the market sell-off as a buying opportunity.

Michael Darda discusses inflation, Gina Martin Adams analyzes the market reaction to CPI miss, Alex Webb talks about Uber, and Lisa Mateo delivers newspaper headlines

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.

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.

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.