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Bloomberg Surveillance

Bloomberg Surveillance TV: August 6th, 2025

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

41.1K Ratings

🗓️ 6 August 2025

⏱️ 32 minutes

🧾️ Download transcript

Summary

- Stephen Auth, CIO: Equity at Federated Hermes
- Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group
- Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC
- Richard Greenfield, Partner at Lightshed Partners

Stephen Auth, CIO: Equity at Federated Hermes, joins for a discussion on market volatility and economic data and offers his market outlook for 2025. Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group, discusses opportunities in private investments and the outlook for private markets. Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC, talks tech in the US and globally and 2025 growth across the space. Richard Greenfield, Partner at Lightshed Partners, discusses Disney earnings.

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Transcript

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0:00.0

Bloomberg Daybreak is your best way to get informed first thing in the morning right in your podcast feed.

0:06.5

Hi, I'm Karen Moscow. And I'm Nathan Hager. Each morning, we're up early putting together the latest

0:12.1

episode of Bloomberg Daybreak U.S. edition. It's your daily 15-minute podcast on the latest in

0:18.2

global news, politics, and international relations.

0:22.1

What special about Bloomberg Daybreak is the immediacy of the news we bring you each day

0:26.8

in your podcast feed by 6 a.m. Eastern Time.

0:30.2

This isn't a deep dive on yesterday's news. Instead, you get the latest stories with context.

0:36.1

And that's something you don't get from other news podcasts.

0:39.2

So join us for the best from Bloomberg's 3,000 journalists and analysts around the world

0:43.9

with reporting backed by data and journalists at the center of the stories we cover.

0:48.9

Listen to the Bloomberg Daybreak U.S. edition podcast each morning for the stories that matter

0:54.1

with the context you need.

0:56.6

Find us on Apple, Spotify, or anywhere you listen.

1:03.3

Bloomberg Audio Studios.

1:05.7

Podcasts, Radio News.

1:12.3

This is the Bloomberg Surveillance Podcast.

1:15.3

I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern.

1:18.9

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

1:23.3

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

1:27.2

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

1:29.9

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

1:33.9

And as always, on the Bloomberg Terminal and the Bloomberg business app.

...

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