Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 AI Selloff, Iran Escalation & Tech Earnings — Bloomberg Surveillance
03:28 AI Spending, China Models & Market Rotation — Aaron Kennon, Clear Harbor Asset Management
19:48 Iran Escalation, Strait of Hormuz & US Strategy — Tobin Marcus, Wolfe Research
30:59 Netflix Growth, Streaming Strategy & Live Sports — Alicia Reese, Wedbush
41:30 AI, Hiring Trends & Global Labor Markets — Nela Richardson, ADP
51:37 AI Spending, China Competition & Tech Volatility — John Stoltzfus, Oppenheimer
01:07:56 US-China Tensions, AI Policy & Trade Risks — Jeannette Lowe, Baird Strategas
01:17:03 Energy Shortages, Oil Markets & Refining Bottlenecks — Jeffrey Currie, Altis Partners
01:29:59 AI Debt Boom, Hyperscalers & Credit Markets — Dominique Toublan, Barclays
01:41:25 S&P Earnings, AI Rotation & Path to 8000 — Binky Chadha, Deutsche Bank
01:53:26 AI Arms Race, China Competition & Big Tech — Daniel Ives, Yorkville Ives & Co.
02:04:52 Money Supply, Inflation & Fed Policy — Stephen Miran, Hudson Bay Capital Management
02:18:13 Market Rally, Tech Selloff & Equity Outlook — Jason Draho, UBS
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.
Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance
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Jonathan Ferro: https://twitter.com/FerroTV
Lisa Abramowicz: https://twitter.com/lisaabramowicz1
Annmarie Hordern: https://twitter.com/annmarie
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