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Bloomberg Surveillance

Bloomberg Surveillance December 24, 2024

Bloomberg Surveillance

Bloomberg

Investing, Business News, News, Business

3.81.2K Ratings

🗓️ 24 December 2024

⏱️ 35 minutes

🧾️ Download transcript

Summary

-Margie Patel, Sr. Portfolio Manager, Allspring Global Investments

-Ryan Petersen, Founder & CEO, Flexport

-Stuart Kaiser, Head of Equity Trading Strategy, Citi

Margie Patel of Allspring Global Investments says the stock market, "is reasonably priced for another decent year." "People are trying to get goods in before a potential strike or tariffs," says Ryan Petersen of Flexport gauging the impact of Trump's looming tariffs. Stuart Kaiser of Citi warns, "volatility is kind of a little bit all over the place."

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Transcript

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0:00.0

Landmark infrastructure legislation was passed in the last Congress. Now comes the work of getting it built.

0:04.9

The Global X U.S. infrastructure development ETF, ticker PAVE, invests in dozens of companies helping shape the future of American infrastructure.

0:12.1

Investing involves risk, including possible loss of principle. Investments in infrastructure-related companies have greater exposure to the potential adverse economic, regulatory, political, and other changes affecting such entities.

0:21.0

Before investing, carefully consider the fund's objectives, risks, charges, expenses, and more in the full or summary prospectus at globalxetfs.com.

0:27.2

Read carefully, distributed by SEI Investments Distribution Company.

0:29.9

The forces shaping markets and the economy are often hiding behind a blur of numbers.

0:34.9

So that's why we created the Big Take from Bloomberg Podcasts,

0:38.5

to give you the context you need to make sense of it all.

0:41.6

Every day in just 15 minutes, we dive into one global business story that matters.

0:46.2

You'll hear from Bloomberg journalists like Matt Levine.

0:49.2

A lot of this meme stock stuff is, I think, embarrassing to the SEC.

0:53.4

Follow the Big Take podcast on the IHeart Radio app, Apple Podcasts, or wherever you listen.

1:02.3

Bloomberg Audio Studios.

1:04.7

Podcasts, Radio News.

1:13.6

This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern.

1:17.8

Join us each day for insight from the best in markets, economics and geopolitics.

1:22.5

From our global headquarters in New York City, we are live on Bloomberg Television

1:26.1

weekday mornings from 6 to 9 a.m. Eastern.

1:28.8

Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. And as always, on the

1:33.6

Bloomberg Terminal and the Bloomberg Business app. Let's bring in Margie Patel of

1:38.4

offspring global investments. She wrote that in 2025, I expect another decent equity year, although not with the total performance that we have seen this year.

1:48.0

Admittedly, the market looks rather frothy.

...

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