Bloomberg Surveillance TV: June 29th, 2026
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 29 June 2026
⏱️ 21 minutes
🧾️ Download transcript
Summary
Featuring:
- Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth
- Momei Qu, Managing Director: PSP Growth at PSP Capital Partners
- Nur Cristiani, Head of LATAM Investment Strategy at JP Morgan Securities
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 atcebo.com |
| 0:13.7 | slash US underscore disclaimers. |
| 0:15.2 | I'm Francie Lacqua, an award-winning journalist, and I've got a new podcast, Leaders with Francine Lacqua from Bloomberg |
| 0:21.1 | podcasts. I've interviewed everyone from heads of state to fashion icons about the news of the |
| 0:26.9 | moment. But I've always been curious who are these people as leaders. I don't think there's one |
| 0:32.6 | right way to be a leader. Make decisions. A poor decision is always better than no decision. |
| 0:39.0 | Listen to new episodes every other Monday. |
| 0:41.6 | Follow leaders with Francine-Lac-Wa wherever you get your podcasts. |
| 0:47.4 | Bloomberg Audio Studios. |
| 0:49.8 | Podcasts, Radio, News. |
| 0:56.5 | This is the Bloomberg Surveillance Podcast. |
| 0:59.4 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:03.1 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 1:07.5 | From our global headquarters in New York City, we are live on Bloomberg television |
| 1:11.3 | weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on Apple, Spotify or anywhere |
| 1:16.8 | else you listen. And as always, on the Bloomberg Terminal and the Bloomberg Business |
| 1:20.7 | app. We begin this out with stocks looking to bounce back from a week full of tech jitters. |
| 1:25.6 | Alicia Levine of BNY Wealth writing, expect a summer of volatility, a midterm election year, AI backlash, and IPO supply will produce a consolidating market. Alicia, joined us now for more. Alicia, good morning. Good morning. Given all of those things, that long, long list, what's the road, the path to 8K? So the path to 8K is the earnings, right? It's the earnings and the fact that |
| 1:46.0 | it's not just focused on the AI beneficiaries, but it's actually broadening throughout the S&P. |
| 1:52.2 | And that's what gets you to the 8,000. Also, you know, the multiples are really not that high. |
... |
Transcript will be available on the free plan in 7 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.