Bloomberg Surveillance TV: July 17th, 2026
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 17 July 2026
⏱️ 27 minutes
🧾️ Download transcript
Summary
Featuring:
- Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management
- Jeff Curie, Chief Strategy Officer of Altis Partners
- Dan Ives, Senior Managing Director & Partner of Yorkville Ives & Co.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | The Bloomberg Sustainable Business Summit returns to Singapore on July 22nd. |
| 0:04.9 | Our fifth annual Asia Pacific Summit will explore how business and finance leaders are shaping the next phase of globalization by strengthening resilience, advancing climate adaptation and driving a multi-speed energy transition across Asia's diverse markets. |
| 0:20.1 | Join us for solutions-driven discussions, |
| 0:22.6 | interactive workshops and networking opportunities. Learn more at Bloomberg Live.com |
| 0:27.4 | slash SBS-S-Singapore. |
| 0:31.9 | Bloomberg Audio Studios. Podcasts, Radio News. |
| 0:41.1 | The Studios. Podcasts, Radio News. This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa |
| 0:45.8 | Bramowitz and Anne-Marie Hordern. Join us each day for insight from the best in markets, |
| 0:50.6 | economics and geopolitics. From our global headquarters in New York City, we are live on |
| 0:55.3 | Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, |
| 1:00.5 | Spotify or anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg |
| 1:05.0 | Business app. We begin this out with stocks extending tech-led declines, our in Canada of |
| 1:09.6 | Clear Harbor Asset Management writing leadership, is steadily expanding beyond semiconductor manufacturers towards the broader |
| 1:15.8 | AI ecosystem. |
| 1:17.3 | Aaron joins us now for more. |
| 1:18.5 | Aaron, we've got to talk about the latest out of China. |
| 1:20.7 | Moonshot's new Kimmy K-3 model. |
| 1:23.1 | Maybe a lot of people aren't familiar with what's coming out of China. |
| 1:26.7 | Their telling us, as they might, that this can rival the models coming out of Anthropic and Open |
| 1:31.0 | AI. |
| 1:31.8 | Aaron, do you see this as another deep seek type moment, or is this different? |
| 1:35.8 | Sure, it feels that way, Jonathan. |
... |
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