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Bloomberg Surveillance

Bloomberg Surveillance TV: December 31, 2024

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 31 December 2024

⏱️ 34 minutes

🧾️ Download transcript

Summary

- John Stoltzfus, Oppenheimer Chief Investment Strategist
- Pavel Molchanov, Raymond James Managing Director: Renewable Energy & Clean Technology
- Matt Miskin, John Hancock Investment Management Services Co-Chief Investment Strategist 

John Stoltzfus of Oppenheimer believes the "bark" of tariffs will cause more fear than the "actual bite." Pavel Molchanov of Raymond James expects power prices to continue moving higher. Matt Miskin of John Hancock says, "The sentiment dial has been turned up significantly to end 2024. We think that's becoming a bit of a liability walking into next year."

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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.

0:33.1

Want to understand exactly how interest rate rises will impact your mortgage?

0:37.3

Or how New York City gets fresh produce?

0:39.8

Or exactly what on earth was going on over at FTX before the whole thing collapsed?

0:44.7

Twice a week, we sit down with the perfect guest to answer these sort of questions

0:48.1

and understand what's going on with the biggest stories in finance, economics, business, and markets.

0:54.0

I'm Tracy Alloway.

0:55.1

And I'm Joe Wisenthall.

0:56.7

And we are the hosts of Bloomberg's All Thoughts podcast.

0:59.5

Look us up wherever you get your podcasts.

1:01.5

The Odd Thoughts podcast from Bloomberg. Bloomberg Audio Studios.

1:12.7

Podcasts, Radio News.

1:19.2

This is the Bloomberg Surveillance Podcast.

1:22.3

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

1:25.8

Join us each day for insight from the best in

1:28.0

markets, economics and geopolitics. From our global headquarters in New York City, we are live

1:33.2

on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple,

1:38.6

Spotify, or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg

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