Bloomberg Surveillance TV: October 17th, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 17 October 2025
⏱️ 37 minutes
🧾️ Download transcript
Summary
- Christian Sewing, Chief Executive Officer at Deutsche Bank
- Steve Pagliuca, Chair at Bain Capital and Co-Owner, Boston Celtics
- Stephen Ricchiuto, Chief US Economist at Mizuho Securities
- Mark Haefele, Chief Investment Officer at UBS Global Wealth Management
Christian Sewing, Chief Executive Officer at Deutsche Bank, shares his outlook for markets and the global economy. Steve Pagliuca, Chair at Bain Capital and Co-Owner of the Boston Celtics, discusses what's been a big year for private equity. Stephen Ricchiuto, Chief US Economist at Mizuho Securities, gives the rationale for his growth outlook upgrade despite a shutdown-linked data vacuum. Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, discusses the broader market backdrop.
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Transcript
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| 0:00.0 | I'm Barry Rittaltz inviting you to join me for the Masters in Business podcast. Every week, |
| 0:07.2 | we bring you fascinating conversations with the people who shape markets, investing, and business. |
| 0:13.8 | CEOs, fund managers, billionaires, Nobel laureates, traders, analysts, economists, everybody that affects what's going on in the market, |
| 0:24.7 | whether you own stocks, bonds, real estate commodities, crypto, you really need to hear these |
| 0:30.4 | conversations. Sometimes it's behaviorists like Dick Thaler or Bob Schiller, sometimes it's |
| 0:36.7 | fund managers like Peter Lynch, Bill Miller, Ray Dalio. |
| 0:40.5 | Sometimes it's authors, Michael Lewis, author of The Big Short, and Moneyball. |
| 0:45.3 | Regardless of the conversation, these are the folks that move markets each week. |
| 0:50.9 | That's the Masters in Business Podcast with me, Barry Rittaltz. Listen on Apple, Spotify, |
| 0:57.5 | or wherever you get your podcasts. |
| 1:03.2 | Bloomberg Audio Studios. Podcasts, Radio News. |
| 1:12.3 | This is the Bloomberg Surveillance Podcast. |
| 1:15.3 | I'm Jonathan Ferro, along with Lisa Abramwitz and Anne-Marie Haudern. |
| 1:18.9 | Join us each day for insight from the best in markets, economics and geopolitics. |
| 1:23.6 | From our global headquarters in New York City, we are live on Bloomberg Television |
| 1:27.1 | weekday mornings from 6 to 9 a.m. Eastern. |
| 1:29.8 | Subscribe to the podcast on Apple, Spotify, or anywhere else you listen. |
| 1:33.9 | And as always, on the Bloomberg Terminal and the Bloomberg Business app. |
| 1:37.4 | Stocks lower as doubts grow over the credit health of U.S. regional banks. |
| 1:41.0 | Lisa is standing by with a key guest. |
| 1:43.3 | Hey, Lisa. |
| 1:46.1 | Hey, John. Thanks so much. |
... |
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