Big Tech Earnings & Election Momentum
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 31 October 2024
⏱️ 34 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 31st, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:
- Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management, discusses the outlook for the 2024 election, risks it creates for investors, and how the momentum's swung in recent days
- Dan Ives, Senior Equity Strategist at Wedbush Securities, reacts to Microsoft and Meta earnings and previews the rest of Big Tech earnings this week
- Brian Levitt, Global Market Strategist at Invesco, on his three drivers for markets amid election and geopolitical noise
- Michael Froman, president at Council of Foreign Relations, discusses his Foreign Affairs article on tariffs and outlook for potential Harris & Trump administrations
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | After nearly 200 years of mitigating risk, at FM we can see what others don't. |
| 0:05.6 | As leaders in commercial property insurance, our risk engineering approach can protect your business in ways others can't. |
| 0:12.4 | See more at FM.com. |
| 0:16.2 | Are you looking for a new podcast about stuff related to money? |
| 0:20.4 | Well today's your lucky day. |
| 0:22.2 | I'm Matt Levine. |
| 0:23.0 | And I'm Katie Grifield. |
| 0:25.0 | And we are the hosts of Money Stuff, the podcast. |
| 0:28.0 | Every Friday we dive into the top stories about Wall Street, finance, and other stuff. |
| 0:33.0 | We have fun, we get weird, and we want you to join us. |
| 0:36.0 | You can listen to Many Stuff the Podcast on Apple Podcasts, Spotify, or wherever you get your podcasts. |
| 0:49.0 | Bloomberg Audio Podcast. |
| 0:57.0 | This is the Bloomberg Surveillance Podcast. |
| 1:00.0 | Catch us live, weekdays at 7 a.m. Eastern on Apple Car Player or Android Auto with the Bloomberg Business |
| 1:06.0 | app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:11.6 | We're going to do an audible right now. This is a joy. This could be a three hour |
| 1:14.5 | interview. Monica Guerra is at Morgan Stanley. She's looking at bigger Washington policy, the election |
| 1:22.0 | and all that. |
| 1:23.9 | She comes out of the trenches of Fitch ratings |
| 1:28.0 | and had a tour of duty. |
| 1:29.6 | And I mean, this is like the Marines coming out of the trenches. |
| 1:33.1 | For the City of New York as Director of Capital Budget |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.