Bloomberg Surveillance TV: October 31st, 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 31 October 2025
⏱️ 32 minutes
🧾️ Download transcript
Summary
- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management
- Gene Munster, Managing Partner at Deepwater Asset Management
- Ed Mills, Washington Policy Analyst at Raymond James
- Winnie Cisar, Global Head of Strategy at CreditSights
Jim Caron, CIO at Morgan Stanley Investment Management, talks equity valuations and the disconnect between markets and the economy. Gene Munster, Managing Partner at Deepwater Asset Management, give his take on the week's megacap tech earnings. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss Nvidia CEO Jensen Huang's hopes to sell the company's advanced Blackwell chips in the Chinese market. Winnie Cisar, Global Head of Strategy at CreditSights, weighs in on Meta's massive debt sale.
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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 |
| 0:10.2 | are institutional quality. We're talking top-grade products across the board of over 80 bond funds, |
| 0:16.6 | actively managed by a 200-person global team. So if you're looking to give your clients consistent results year in and year out, |
| 0:23.6 | go see the record for yourself at vanguard.com slash audio. |
| 0:27.3 | That's vanguard.com slash audio. |
| 0:29.7 | All investing is subject to risk, Vanguard Marketing Corporation distributor. |
| 0:32.8 | Hello and welcome. |
| 0:35.0 | This is the Michelle Hussein show. |
| 0:38.5 | I'm Michelle Hussein. |
| 0:41.3 | I speak with people like Elon Musk. |
| 0:42.2 | I think I've done enough. |
| 0:43.3 | And Shonda Rhymes. |
| 0:44.2 | That's so cute. |
| 0:50.0 | This will be a place where every weekend you can count on one essential conversation to help make sense of the world. |
| 0:51.9 | So please join me. |
| 0:53.6 | Listen and subscribe |
| 0:54.9 | to the Michelle Hussein show |
| 0:56.8 | from Bloomberg Weekend, |
| 0:58.9 | wherever you get your podcasts. |
| 1:00.5 | You certainly ask interesting questions. |
| 1:05.8 | Bloomberg Audio Studios. |
... |
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