Bloomberg Surveillance TV: March 4, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 March 2025
⏱️ 26 minutes
🧾️ Download transcript
Summary
- Julian Emanuel, Chief Equity & Quantitative Strategist at EvercoreISI
- Ed Mills, Washington Policy Analyst at Raymond James
- Everett Eissenstat, Former Deputy Director for the National Economic Council
- Kit Juckes, Chief FX Strategist at Societe Generale
Julian Emanuel of EvercoreISI discusses his S&P target and how the market could be reshaped by tariffs and geopolitical uncertainty. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss the severity of President Trump's economic and trade policies. Eerett Eissenstat, Former Deputy Director for the National Economic Council, talks about how tariffs could affect the US and global economies and whether President Trump could change course. Kit Juckes at Societe Generale talks about currency moves amid a US-led trade war.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | All right, if you're serious about investing, you need to know about public.com. |
| 0:04.7 | That's where you can invest in everything. |
| 0:06.5 | Stocks, options, bonds, crypto, you can even earn some of the highest yields in the industry. |
| 0:11.4 | Like the 6% or higher yield, you can lock in with a bond account. |
| 0:14.9 | Public is a FINRA registered SIPC insured platform that takes your investments as seriously as you do. |
| 0:20.7 | Fund your account in five minutes or less at public.com slash podcast. And get up to $10,000 when you transfer your old portfolio. That's public.com slash podcast. paid for it by public investing. All investing involves the risk of loss, including loss of principal. Brokridge services for U.S. listed registered securities, options and bonds in a self-directed account are offered by Public Investing Inc. Member Finra and SIPC. Cryptocurrency |
| 0:41.0 | trading services are offered by backed crypto solutions LLC. Complete disclosures available at public.com |
| 0:45.5 | slash disclosures. Bloomberg Audio Studios. Podcasts, Radio, News. |
| 1:00.0 | This is the Bloomberg Surveillance Podcast. |
| 1:03.8 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Hordern. |
| 1:08.6 | Join us each day for insight from the best in markets, economics and geopolitics. From our global headquarters in New York City, |
| 1:12.4 | we are live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. |
| 1:15.2 | Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. |
| 1:19.2 | And as always, on the Bloomberg Terminal |
| 1:20.7 | and the Bloomberg business app. |
| 1:22.8 | Julian Emmanuel, I've ever caught our side. |
| 1:24.9 | I joined us around a table. |
| 1:25.8 | Julian, good morning to you. |
| 1:27.0 | Good morning. |
| 1:29.3 | I'm going to use your words to set up the first question. The sentiment shift during February to the type of pessimism, more consistent with major bottoms after protracted sell-offs, rather than so near all-time highs is nothing short of extraordinary. |
| 1:39.3 | We're 5% away from all-time highs. |
| 1:42.3 | Yet pessimism is falling off a cliff right now. |
... |
Please login to see the full transcript.
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.