Bloomberg Surveillance: US Base Attack; Equity Optimism
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 29 January 2024
⏱️ 31 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMonday January 29th, 2024
Featuring:
- Chris Harvey, Wells Fargo Securities Head of Equity Strategy on markets
- Greg Valliere, AGF Investments Chief U.S. Policy Strategist
- Dennis Gartman, Dennis Gartman, University of Akron Endowment Chairman & former publisher of The Gartman Letter on markets
- Lisa Mateo, Bloomberg News reporter
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Transcript
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| 0:00.0 | When it comes to crypto, invest with a specialist. |
| 0:02.8 | Bitwise has the world's largest crypto index fund and five crypto EDFs, |
| 0:07.0 | and a six-year track record focusing only on crypto. |
| 0:10.2 | Look for bitwise, EDFs backed by crypto specialists. |
| 0:14.0 | Carefully consider the extreme risks associated with crypto before investing. |
| 0:18.0 | Pop culture is something that touches everyone. |
| 0:20.0 | It's how we fill our leisure time and how we enjoy ourselves, particularly when you're talking about the famous people in big personalities and entertainment in tech, there tends to be a need to sensationalize, but what I enjoy is explaining to people how the things that they love get made come to be and how people make money off of it. |
| 0:37.0 | I'm Lucas Shaw and I cover the business of prop culture for Bloomberg. |
| 0:40.0 | My job is to uncover how entertainment is changing and explain what that means for you. |
| 0:45.2 | Because context changes everything. This is the Bloomberg Surveillance Podcast. I'm Tom Keene along with Paul Sweeney. |
| 0:57.0 | Join us each day for insight from the Best in Economics Finance Investment and International Relations, you can also watch the show |
| 1:05.0 | live on YouTube. Visit the Bloomberg Podcast channel on YouTube to see the show, weekday mornings |
| 1:12.2 | from 7 to 10 a.m. Eastern. From our Global see the |
| 1:13.4 | show weekday mornings from 7 to 10 a.m. Eastern from our global headquarters in New York City. |
| 1:16.8 | subscribe to the podcast on Apple, Spotify, or anywhere else you listen and |
| 1:21.5 | always on Bloomberg Radio the Bloomberg Terminal and the |
| 1:25.4 | Bloomberg Business app. Let's get started in an incredibly busy we're going to be |
| 1:30.0 | jumping around theme to theme and we start with what you're focused on as Lisa |
| 1:34.6 | Mateo mentioned the tech earnings the tech juggernaut is here writing a |
| 1:39.2 | brilliant note for Wells Fargo is Chris Harvey he He is their head of equity strategy, really sharp |
| 1:45.2 | dense note. Is your note top down or bottom up? It's bottom up, but we do obviously we spread in a little bit of macro maybe a little bit more than a little bit I took a toothpaste company and you know it's like that what we learned in Graham Dodd and Coddle somebody's out this week with the best 10 books to read and there's Graham |
| 2:04.2 | Dot and Kottel, you know, at edition 42, whatever it is. |
... |
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