Bloomberg Surveillance TV: June 25, 2024
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 June 2024
⏱️ 42 minutes
🧾️ Download transcript
Summary
Mike Wilson of Morgan Stanley discusses how markets are focused on softening economic growth rather than inflation. Greg Peters of PGIM provides updated rate projections following the release of softer economic data. Steve Eisman of Neuberger Berman offers perspectives on his continued bullishness on Apple, tech and AI, while also expressing expectations for Trump to win.
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Transcript
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| 0:00.0 | Bloomberg Audio Studios. |
| 0:04.2 | Podcasts, Radio News. |
| 0:07.0 | This is the Bloomberg Surveillance Podcast. I'm Jonathan Farrow, along with Lisa |
| 0:15.8 | Abramowitz and Anne Marie Hordern. Join us each day for insight from the best in |
| 0:19.8 | markets, economics and geopolitics. From our global headquarters in New York City, |
| 0:24.0 | we are live on Bloombo Television weekday mornings from 6 to 9 AM |
| 0:28.0 | Eastern. |
| 0:29.0 | Subscribe to the podcast on Apple, Spotify, |
| 0:31.0 | or anywhere else you listen. |
| 0:32.0 | And as always, on the Blumbo Terminal and the Bloombo Television. Apple, Spotify, or anywhere else you listen. |
| 0:32.8 | And as always, on the Bloombo Terminal and the Bloomboke Business app. |
| 0:36.7 | We begin with our top story. |
| 0:37.8 | NVIDIA is looking to bounce back from a $430 billion slump. |
| 0:42.0 | Michael Wilson of Morgan Stanley expecting narrow market performance to continue |
| 0:45.8 | writing this. We continue to recommend a barbell of large cap quality growth with |
| 0:50.4 | defensives while fading lower quality cyclicals and avoiding the temptation to play for a true broadening out. |
| 0:57.0 | Today is a good example of that, Mike, given the fact that we are not seeing the Russell 2000 |
| 1:01.0 | participate in today's enthusiasm. |
| 1:02.6 | Mike, wonderful to speak with you, really appreciate it. |
| 1:05.7 | You've been talking about this for a while, that it's not necessarily this, all boats are going |
| 1:09.9 | to be lifted by this AI enthusiasm. |
| 1:13.2 | What's your takeaway from the volatility in NVIDIA shares? |
... |
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