Bloomberg Surveillance TV: October 15th, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 15 October 2025
⏱️ 33 minutes
🧾️ Download transcript
Summary
- David Kelly, Chief Global Strategist at JPMorgan Asset Management
- Tiffany Wilding, Economist at PIMCO
- Gil Luria, Head of Technology Research at DA Davidson
- Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes
David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses why he's urging investors to diversify away from US assets. Tiffany Wilding, Economist at PIMCO, gives her outlook for Fed monetary policy with the US government shutdown now in its third week. Gil Luria, Head of Technology Research at DA Davidson, provides his thoughts on the AI arms race. Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes, shares why this earnings season could lead to pullbacks.
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Transcript
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| 0:00.0 | The forces shaping markets and the economy are often hiding behind a blur of numbers. |
| 0:04.7 | So that's why we created the big take from Bloomberg podcasts, to give you the context you need to make sense of it all. |
| 0:11.4 | Every day in just 15 minutes, we dive into one global business story that matters. |
| 0:16.0 | You'll hear from Bloomberg journalists like Matt Levine. |
| 0:18.9 | A lot of this meme stock stuff is, I think, embarrassing to the SEC. |
| 0:23.2 | Amanda Mull, who writes our Businessweek buying power column. |
| 0:26.9 | Very few companies who go viral are, like, totally prepared for what that means. |
| 0:31.6 | And Zoe Tillman, senior legal reporter. |
| 0:35.0 | Courts are not supposed to decide elections. |
| 0:38.7 | Courts are not really supposed to play a big role in choosing our elected leaders. It's for the voters to decide. Follow the big take |
| 0:47.2 | podcast on the Iheart radio app, Apple Podcasts, or wherever you listen. |
| 0:54.0 | Bloomberg Audio Studios. Podcasts, Radio, NPR. or wherever you listen. |
| 0:55.9 | Bloomberg Audio Studios. |
| 0:58.6 | Podcasts, Radio, News. |
| 1:05.5 | This is the Bloomberg Surveillance Podcast. |
| 1:09.3 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Haudern. |
| 1:11.5 | Join us each day for insight from the best in markets, economics and geopolitics. From our global headquarters in New York City, we are |
| 1:16.8 | live on Bloomberg Television weekday mornings from 6 to 9 a.m. Eastern. Subscribe to the podcast on |
| 1:21.9 | Apple, Spotify or anywhere else you listen. And as always, on the Bloomberg Terminal and the |
| 1:26.7 | Bloomberg Business App. As we stick with the markets, let's stay with the US. David Kelly of JPMorgan, writing |
| 1:32.3 | many investors should likely consider diversifying their portfolios by adding alternative assets |
| 1:37.4 | and international equities. David joins us now for more. David, welcome to the program, sir. |
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