Bloomberg Surveillance TV: June 25th, 2026
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 June 2026
⏱️ 27 minutes
🧾️ Download transcript
Summary
Featuring:
- Sebastien Page, CIO & Co-Head of Global Investments at T. Rowe Price
- Heath Terry, Managing Director & Global Head: Technology & Communication Research at Citigroup
- Former New York Fed President Bill Dudley
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Looking for more investing options? Meet Cebo, the exchange that pioneered options trading. |
| 0:04.8 | With exclusive trading products like VIX and SPX options, CBO can help you trade in any market environment. |
| 0:10.3 | There are risks associated with CBO company products. Review the disclosures and disclaimers at CBO.com slash US underscore disclaimers. |
| 0:15.0 | The Bloomberg Sustainable Business Summit returns to Singapore on July 22nd. |
| 0:20.0 | Our fifth annual Asia-Pacific summit will explore how business and finance leaders are shaping the next phase of globalisation by strengthening resilience, advancing climate adaptation, and driving a multi-speed energy transition across Asia's diverse markets. Join us for solutions-driven discussions, interactive workshops and |
| 0:39.0 | networking opportunities. Learn more at Bloomberg Live.com slash SBS-SBS-Signapore. |
| 0:47.1 | Bloomberg Audio Studios. Podcasts, Radio News. |
| 0:56.3 | This is the Bloomberg Surveillance Podcast. |
| 0:59.3 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:02.9 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 1:07.6 | From our global headquarters in New York City, we are live on Bloomberg television |
| 1:11.1 | weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify, or |
| 1:16.4 | anywhere else you listen. And as always, on the Bloomberg Terminal and the Bloomberg Business |
| 1:20.5 | app. We begin this out. With stocks pushing Kaya following a boost from Micron's blowout |
| 1:24.7 | earnings report, Sebastian Page of T-Roe Price writing, |
| 1:32.6 | AI is an expanding theme from GPUs to other bottlenecks along the data center supply chain, |
| 1:37.3 | as Buzz Lightyear said, to infinity and beyond. Sebastian joins us now for more. |
| 1:41.0 | Seb, welcome back to the program, buddy. Are you just saying, stay on, grip tight, |
| 1:42.1 | keep running this ball? |
| 1:47.0 | John, when I wrote my notes, I didn't think you'd pick up on the buzz light year quote i'm going to be honest we have an expending trade from bottlenecks to you know |
| 1:55.2 | more and more bottlenecks you're looking at cooling at at electrification, at aerospace, at gas turbines. |
| 2:03.6 | We're invested in those bottlenecks. We think it's a trade that has legs. |
... |
Transcript will be available on the free plan in 3 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.