AI Spending Separates Tech Winners and Losers
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 29 January 2026
⏱️ 30 minutes
🧾️ Download transcript
Summary
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, January 29th, 2026
Featuring:
1) Brian Wieser, CEO & Principal at Madison and Wall, reacts to the week's mega-cap tech earnings.
2) Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO, discusses how fiscal and productivity trends complicate Fed easing plans.
3) Stefanie Stantcheva, Professor of Economics & Founder of the Social Economics Lab at Harvard University, discusses her research on the role of emotion in policy decisions
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News story on Robinhood eyeing a role in SpaceX's IPO, and New York Times reporting on the Sundance Film Festival leaving Park City, Utah.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Markets move fast. |
| 0:01.7 | Get the insights you need in 10 minutes with Barclays Brief, |
| 0:04.8 | a podcast from Barclays Investment Bank. |
| 0:07.1 | Each week, our experts analyze market themes, |
| 0:09.7 | helping you anticipate what's next. |
| 0:11.6 | Listen to Barclay's Brief wherever you get your podcasts. |
| 0:17.4 | Bloomberg Audio Studios, |
| 0:19.8 | Podcastss Radio News |
| 0:22.2 | This is the Bloomberg Surveillance Podcasts |
| 0:29.0 | Podcasts |
| 0:30.2 | See us live weekdays at 7 a.m. Eastern |
| 0:32.8 | on Apple CarPlay or Android Auto |
| 0:35.2 | with the Bloomberg business app. |
| 0:37.4 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 0:42.5 | Brian Weiser joined us, Madison and Wall. |
| 0:45.9 | And what's great about Brian Weezer is its last buy-hold sell and much more. |
| 0:50.8 | What in God's name are they doing? |
| 0:53.0 | What's the single myth of facebook meta that our |
| 0:57.6 | listeners and viewers have what's the thing that drives you nuts uh that the myth that advertisers care |
| 1:03.6 | about all the problems on the platform uh and that they will care uh they care about performance |
| 1:09.3 | for better and worse uh and they care about whether or not they get what they think or results and that they will care. They care about performance for better and worse. And they care about whether or not |
| 1:12.9 | they get what they think are results and that they think results come from meta because meta's got |
... |
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