Bloomberg Surveillance TV: August 12, 2024

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.8 • 1.2K Ratings

🗓️ 12 August 2024

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

-Scott Bessent, Key Square Group LP CEO and CIO / Trump Adviser -Eric Resnick, KSL Capital Partners CEO-Daniela Bretthauer, HSBC Global Research Americas Retail and Consumer Analyst
Scott Bessent of Key Square Group discusses JD Vance’s support for Trump’s stance on monetary policy influence. Eric Resnick of KSL Capital Partners provides insights into the reversion to the mean in the travel sector, consumer divergence, and slowdown. Daniela Bretthauer of HSBC Global Research unpacks the state of retail earnings with Home Depot and Walmart reporting this week.

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Transcript

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0:00.0	What could you do if your data was working for you and not against you?
0:06.0	With Bloomberg delivering enterprise data directly to your systems,
0:10.0	you get easy access to the details you want,
0:13.2	optimized for higher level analysis,
0:15.9	and financial data experts committed to helping you maximize your every move.
0:20.8	Our data is made for more, so you can show the world what you're made of.
0:26.0	Visit Bloomberg.com slash Enterprise Data to learn more.
0:30.0	Bloomberg Audio Studios.
0:34.4	Podcasts, Radio News.
0:37.2	This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa
0:45.9	Abramowitz and Anne Marie Hordern. Join us each day for insight from the best in
0:50.0	markets, economics and geopolitics.
0:52.7	From our global headquarters in New York City, we are live on Bloome Television weekday mornings
0:57.0	from 6 to 9 a.m. Eastern.
0:59.0	Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. And as always on the Blumberg
1:03.9	terminal and the Blumberg business app.
1:06.0	Joining us now is someone who really has inside knowledge and is a wonderful macro
1:11.7	investor who has a ton of respect, Key Square Group founder and
1:15.2	CEO Scott Bessin. Scott, thank you so much for being with us. I want to start with that
1:19.2	the idea of the Federal Reserve and its independence.
1:22.9	What do you make of this actually being such a hot topic on the presidential campaign trail?
1:27.2	Well, I think it's kind of a canard that the financial press is blown up.
	...

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