Bloomberg Surveillance TV: November 11th, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 11 November 2025
⏱️ 30 minutes
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Summary
- Omar Aguilar, CEO & CIO at Schwab Asset Management
- Henrietta Treyz, Director of Economic Policy Research at Veda Partners
- Dan Skelly, Managing Director at Morgan Stanley Wealth Management
- Venu Krishna, Head of US Equity Strategy at Barclays
Omar Aguilar, CEO & CIO at Schwab Asset Management, discusses how uncertainty around inflation could mean fewer rate cuts next year. Henrietta Treyz, Director of Economic Policy Research at Veda Partners, breaks down the state of play in Washington as the government shutdown nears an end. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, talks valuations and why investors are not being compensated for policy and earnings risk. Venu Krishna, Head of US Equity Strategy at Barclays, breaks down big tech earnings and his year-end call for the S&P 500.
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Transcript
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| 0:00.0 | To all the financial advisors listening, let's talk bonds for a minute. We've seen a lot of big |
| 0:04.7 | firms throw a couple of flashy funds your way and call it a day. But not Vanguard. Vanguard bonds |
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| 0:21.5 | results year in and year out, go see the record for yourself at vanguard.com slash audio. That's vanguard.com |
| 0:28.5 | slash audio. All investing is subject to risk, Vanguard Marketing Corporation distributor. |
| 0:33.2 | There are two kinds of people in the world, people who think about climate change and people |
| 0:37.4 | who are doing something about it. On the Zero podcast, we talk to two kinds of people in the world. People who think about climate change and people who are doing something about it. |
| 0:39.3 | On the Zero podcast, we talk to both kinds of people. |
| 0:42.3 | People you've heard of, like Bill Gates. |
| 0:44.3 | I'm looking at what the world has to do to get to zero, not using climate as a moral crusade. |
| 0:50.8 | And the creative minds you haven't heard of yet. |
| 0:52.9 | It is serious stuff, |
| 0:55.9 | but never doom and gloom. |
| 0:56.9 | I am Akshadratti. |
| 0:58.8 | Listen to Zero every Thursday from Bloomberg Podcasts on Apple, |
| 1:00.5 | Spotify, |
| 1:01.4 | or anywhere else you get your podcasts. |
| 1:05.6 | Bloomberg Audio Studios. |
| 1:07.9 | Podcasts, Radio News. |
| 1:14.5 | Music Studios. Podcasts, Radio News. This is the Bloomberg Surveillance Podcast. I'm Jonathan Ferro, along with Lisa |
| 1:19.2 | Bramowitz and Anne-Marie Hordern. Join us each day for insight from the best in markets, |
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