Bloomberg Surveillance TV: July 25, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 July 2024
⏱️ 27 minutes
🧾️ Download transcript
Summary
-Waldemar Szlezak, KKR Global Head of Digital Infrastructure
-Libby Cantrill, PIMCO Head of Public Policy,
-Anastasia Amoroso, iCapital Chief Investment Strategist
Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election. Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade.
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Transcript
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| 0:00.0 | Volatile markets, global elections, central bank policy, you've got questions about the business stories that affect your world. |
| 0:08.0 | Let Bloomberg give you the answers. |
| 0:10.0 | I'm Stephen Carroll, join me for Here's Why, a new podcast that drills into one big story each week. |
| 0:17.0 | We'll explain it in just a few minutes with help from one of our 2,700 journalists and analysts across the globe. |
| 0:23.2 | Listen to Here's Why on Apple Carplay or Android Auto |
| 0:26.4 | with the Bloomberg Business App or wherever you get your podcasts. |
| 0:30.1 | Bloomberg Audio Studios. |
| 0:34.3 | Podcasts, Radio News. |
| 0:37.0 | This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa |
| 0:45.8 | Abramowitz and Anne Marie Hordern. Join us each day for insight from the best in |
| 0:49.9 | markets, economics and geopolitics. From our global headquarters in New York City |
| 0:54.3 | we are live on Bloombe Television weekday mornings from 6 to 9 a.m. Eastern |
| 0:58.3 | subscribe to the podcast on Apple, Spotify, or anywhere else you listen. |
| 1:02.8 | And as always on the Bloombo Terminal and the Bloomburg Business app. |
| 1:06.0 | We begin with our top story, a big sell-off and big tech, |
| 1:09.0 | sending the S&P 500 to its worst day since December 22. |
| 1:12.0 | Anastasia Amaroso of High Capital writing this. to its worst day since December 22. |
| 1:12.7 | Anastasia Amaroso of High Capital writing this, |
| 1:15.1 | Tech Consolidation and Salof likely has more to go. |
| 1:18.5 | Outperformance in terms of positive surprises led the significant Mag7 stocks out performance over the past year and a half. |
| 1:25.0 | But it now may be coming to an end. |
| 1:27.0 | Anastasia joins us for more. |
... |
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