AI Jitters Cloud Market Optimism Over Shutdown Resolution
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 11 November 2025
⏱️ 44 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, November 11th, 2025
Featuring:
1) Huw van Steenis, Partner and Vice Chair & Daniel Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, join for an extended conversation on whether systemic risk fears in private credit are justified and how the Supreme Court ruling could reshape America's tariff framework and global trade strategy.
2) Blerina Uruci, Chief US Economist at T. Rowe Price, looks at how a government reopening will restore key economic data and clarify the Fed’s December outlook.
3) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses how strong earnings and resilient fundamentals continue to support the bull market, and why the recent stock pullback looks like a 'trim' - and not a 'tumble'.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how wealthy travelers are splurging on luxury hotels like never before, and a Washington Post report on how just a 15-minute walk can help boost longevity.
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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| 0:21.5 | results year in and year out, go see the record for yourself at vanguard.com slash audio. That's vanguard.com |
| 0:28.5 | slash audio. All investing is subject to risk, Vanguard Marketing Corporation distributor. |
| 0:33.2 | There are two kinds of people in the world, people who think about climate change and people |
| 0:37.4 | who are doing something about it. On the Zero podcast, we talk to two kinds of people in the world. People who think about climate change and people who are doing something about it. |
| 0:39.3 | On the Zero podcast, we talk to both kinds of people. |
| 0:42.3 | People you've heard of, like Bill Gates. |
| 0:44.3 | I'm looking at what the world has to do to get to zero, not using climate as a moral crusade. |
| 0:50.8 | And the creative minds you haven't heard of yet. |
| 0:52.9 | It is serious stuff, |
| 0:55.9 | but never doom and gloom. |
| 0:56.9 | I am Akshadratti. |
| 0:58.8 | Listen to Zero every Thursday from Bloomberg Podcasts on Apple, |
| 1:00.5 | Spotify, |
| 1:01.4 | or anywhere else you get your podcasts. |
| 1:05.7 | Bloomberg Audio Studios, |
| 1:08.0 | Podcasts, Radio News. |
| 1:10.4 | Music Radio Studios. Podcasts, Radio News. |
| 1:18.0 | This is the Bloomberg Surveillance Podcast. |
... |
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