AI Optimism Kicks Off New Year
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 2 January 2026
⏱️ 38 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Isabelle Lee
Friday, January 2nd, 2026
Featuring:
1) Bret Kenwell, US Investment and Options Strategist at eToro, on how a supportive Fed and contained inflation keep equities positioned for gains.
2) Russell Price, Chief Economist at Ameriprise Financial, examines why the labor market remains the key risk to the American economy in the year ahead.
3) Adam Turnquist, Chief Technical Strategist at LPL Financial, talks about the potential for a commodities supercycle driven by AI and infrastructure.
4) Jack McIntyre, Portfolio Manager at Brandywine Global Investment Management, on the appeal of global and Latin American debt amid a weaker dollar.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Markets move fast. Get the insights you need in 10 minutes with Barclays Brief, a podcast from Barclays Investment Bank. |
| 0:07.1 | Each week, our experts analyze market themes, helping you anticipate what's next. |
| 0:11.6 | Listen to Barclay's Brief wherever you get your podcasts. |
| 0:16.1 | So what will Rachel Reeves' pivotal new budget mean for you? |
| 0:20.4 | Has an innovative think tank just come up |
| 0:22.7 | with a solution for replacing stamp duty? Hello, I'm Steph McGovern. And I'm Robert Peston. And we wanted |
| 0:28.6 | to recommend you, our podcast, The Rest is Money, where we answer questions like these to try and make |
| 0:33.8 | sense of the UK's economy. Look, we get it. You're a discerning sort of person. |
| 0:39.0 | You're a Bloomberg listener, after all. |
| 0:41.0 | So we're not going to waste your time. |
| 0:42.7 | Here's why it's worth you searching for the rest is money in your podcast app or watching us on YouTube. |
| 0:48.1 | Twice a week, the rest is money tells you everything you need to know about the money matters affecting all our lives, fiscal and monetary policy, housing, immigration, even the High Street. |
| 0:59.9 | Yeah, we do conversations for curious minds, no dry discussions here. |
| 1:04.3 | That's why we speak to brilliant and fascinating people. |
| 1:07.6 | Yeah, recent guests include Dan Needle, Art Laffer, J.P. Morgan's Karen Ward, |
| 1:12.2 | and even the Chancellor herself. So why not give us a try? Search for the rest is money. |
| 1:20.6 | Bloomberg Audio Studios. Podcasts Radio News. |
| 1:33.2 | This is the Bloomberg Surveillance Podcasts. |
| 1:40.0 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:45.1 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:47.0 | Brent Kenwell joins us here. |
| 1:49.8 | US Investment and Options Analyst for E. Truro. |
... |
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