Bloomberg Surveillance: Tesla's 'Historic' Cybertruck
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 December 2023
⏱️ 44 minutes
🧾️ Download transcript
Summary
Liz Young, SoFi Head of Investment Strategy, says the correlation between stocks and bonds could remain positive going forward. Lauren Goodwin, New York Life Investments Economist & Director of Portfolio Strategy, predicts the story around technology in 2024 will expand into the digital infrastructure. Nadia Martin Wiggen, Svelland Capital Director, says she doesn't see a long-term negative price path for oil. Antonio Neri, Hewlett Packard Enterprise President & CEO, discusses the company's expanded partnership with Nvidia into the generative AI space. Dan Ives, Wedbush Sr. Equity Research Analyst, breaks down the "historic" launch of the Tesla Cybertruck.
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Transcript
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| 0:00.0 | The media alone can't ease the tensions that come from the debate surrounding the issues we deal with every day. |
| 0:05.7 | However, we can create spaces where people can freely kick the tires of their preconceived notions. |
| 0:11.2 | I'm Tim O'Brien, and I'm the senior executive editor at |
| 0:13.8 | Bloomberg Opinion. On our platform we ask tough questions and solve complex |
| 0:18.1 | problems with the facts in mind. Because context changes how you see things and |
| 0:22.4 | how you change things. |
| 0:23.6 | Context changes everything. |
| 0:25.6 | Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. This is the Bloomberg Surveillance Podcast. I'm Lisa Abramowitz along with Tom Keene and |
| 0:40.1 | Jonathan Pharaoh. Join us each day for insight from the best in economics, |
| 0:44.4 | geopolitics, finance, and investment. |
| 0:46.8 | Subscribe to Bloomberg surveillance on demand on Apple, Spotify and |
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| 0:53.0 | on Bloomberg.com the Bloomberg Terminal and the Bloomberg |
| 0:55.8 | business app. |
| 0:56.8 | Let's catch up with Liz Young head of investment strategy at |
| 0:59.6 | Sophie Liz any reason to believe and good morning it's always great to catch up with you you know that any reason to believe and good morning it's always great to catch |
| 1:03.2 | over you you know that any reason to believe that this bond market stock market |
| 1:07.2 | correlation continues in the way it has done over the previous month over the next |
| 1:11.2 | three months? Well, it's certainly possible. |
| 1:15.0 | I mean, I think 2023 has shown us that anything is possible. |
| 1:18.0 | So it's certainly possible that the correlation remains positive in the sense that we continue to see yields come down. |
| 1:25.0 | Stocks are celebrating that, particularly growthier stocks, which I think is a rational move at least initially. |
... |
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