Bloomberg Surveillance TV: February 18th, 2026
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 February 2026
⏱️ 30 minutes
🧾️ Download transcript
Summary
Featuring:
- Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services
- Mitchell Green, Founder and Managing Partner at Lead Edge Capital
- Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth
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Transcript
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| 0:00.0 | I'm Barry Rittaltz inviting you to join me for the Masters in Business podcast. Every week, |
| 0:07.2 | we bring you fascinating conversations with the people who shape markets, investing, and business. |
| 0:13.8 | CEOs, fund managers, billionaires, Nobel laureates, traders, analysts, economists, everybody that affects what's going on in the market, |
| 0:24.7 | whether you own stocks, bonds, real estate commodities, crypto, you really need to hear these |
| 0:30.4 | conversations. Sometimes it's behaviorists like Dick Thaler or Bob Schiller, sometimes it's |
| 0:36.7 | fund managers like Peter Lynch, Bill Miller, Ray Dalio. |
| 0:40.5 | Sometimes it's authors, Michael Lewis, author of The Big Short, and Moneyball. |
| 0:45.3 | Regardless of the conversation, these are the folks that move markets each week. |
| 0:50.9 | That's the Masters in Business Podcast with me, Barry Rittaltz. Listen on Apple, Spotify, |
| 0:57.5 | or wherever you get your podcasts. |
| 1:03.2 | Bloomberg Audio Studios. Podcasts, Radio News. |
| 1:12.3 | This is the Bloomberg Surveillance Podcast. |
| 1:15.2 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:18.8 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 1:23.5 | From our global headquarters in New York City, we are live on Bloomberg Television |
| 1:27.1 | weekday mornings from 6 to 9 a.m. Eastern. |
| 1:29.8 | Subscribe to the podcast on Apple, Spotify or anywhere else you listen. |
| 1:33.8 | And as always, on the Bloomberg Terminal and the Bloomberg Business Out. |
| 1:37.1 | We begin this out with stocks rising as investors shake off the AI anxiety. |
| 1:41.7 | Keith Lerner of Truist writing, there is a genuine fundamental reassessment |
| 1:45.0 | underway. Added uncertainty points to higher volatility and a more bifurcated market. We remain |
| 1:50.6 | overweight technology. Keith joins us now for more. Keith, welcome to the program. How are you viewing |
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