AI Angst Leads Election Day Stock Selloff
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 November 2025
⏱️ 31 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Tuesday, November 4th, 2025
1) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses how strong earnings momentum and AI optimism are helping offset concerns about high valuations and mixed macro signals.
2) Jennifer Lee, Senior Economist at BMO Capital Markets, on sentiment data and inflation expectations shaping December FOMC expectations.
3) Former Rep. Patrick McHenry, (R - North Carolina), former Chairman of the House Financial Services Committee and Bloomberg Contributor, on Election Day and the state of the government shutdown.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Business Insider story on YouTube's battle with ABC News parent Disney, and Wall Street Journal reporting on the proliferation of data centers in rural America.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | To all the financial advisors listening, let's talk bonds for a minute. We've seen a lot of big |
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| 0:27.3 | That's vanguard.com slash audio. |
| 0:29.7 | All investing is subject to risk, Vanguard Marketing Corporation distributor. |
| 0:32.8 | Hello and welcome. |
| 0:35.0 | This is the Michelle Hussein show. |
| 0:38.5 | I'm Michelle Hussein. |
| 0:41.3 | I speak with people like Elon Musk. |
| 0:42.2 | I think I've done enough. |
| 0:43.3 | And Shonda Rhymes. |
| 0:44.2 | That's so cute. |
| 0:50.0 | This will be a place where every weekend you can count on one essential conversation to help make sense of the world. |
| 0:51.9 | So please join me. |
| 0:53.6 | Listen and subscribe |
| 0:54.9 | to the Michelle Hussein show |
| 0:56.8 | from Bloomberg Weekend, |
| 0:58.9 | wherever you get your podcasts. |
| 1:00.5 | You certainly ask interesting questions. |
| 1:05.9 | Bloomberg Audio Studios, |
... |
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