Bloomberg Surveillance TV: December 27, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 December 2024
⏱️ 28 minutes
🧾️ Download transcript
Summary
- Dan Ives, Wedbush Equity Research Analyst
- Rob Casey, Signum Global Advisors Senior Analyst
- Chuck Lieberman, Advisors Capital Management Co-Founder & Chief Investment Officer
Dan Ives of Wedbush is predicting a record year for Apple in 2025, saying, "This is going to be an AI-driven supercycle that's multi-year." Rob Casey of Signum Global Advisors discusses the difficulties of a slim and "disunified" House majority under the Trump administration. Chuck Lieberman of Advisors Capital Management says, "No matter how you slice it, I think we've got inflation risk out there."
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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 |
| 0:24.5 | in the full or summary prospectus at globalxetfs.com. |
| 0:27.2 | Read carefully, distributed by SEI Investments Distribution Company. |
| 0:30.9 | Are you looking for a new podcast about stuff related to money? |
| 0:35.4 | Well, today's your lucky day. |
| 0:37.2 | I'm Matt Levine. |
| 0:38.3 | And I'm Katie Greifeld. |
| 0:39.7 | And we are the hosts of Money Stuff, The Podcast. |
| 0:43.1 | Every Friday, we dive into the top stories about Wall Street, Finance, and other stuff. |
| 0:48.0 | We have fun. We get weird, and we want you to join us. |
| 0:51.5 | You can listen to Money Stuff, the podcast on Apple Podcasts, Spotify, or wherever you get your podcasts. |
| 1:02.4 | Bloomberg Audio Studios. |
| 1:05.0 | Podcasts, Radio, News. |
| 1:16.0 | This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. Join us each day for insight from the best in markets, |
| 1:20.8 | economics and geopolitics. From our global headquarters in New York City, we are live on Bloomberg |
| 1:25.7 | television weekday mornings from 6 to 9 a.m. Eastern. |
| 1:28.9 | Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. And as always, on the Bloomberg |
| 1:33.9 | Terminal and the Bloomberg Business app. All right, we're going to turn to tech now, Dan Ives of |
| 1:38.7 | Wedbush, raising his Apple price target from $300 to $325, writing, quote, we believe Apple is heading into a multi-year AI-driven iPhone upgrade cycle |
... |
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