Dockworkers and Geopolitics and Their Impact on Markets
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 30 September 2024
⏱️ 31 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney and David GuraSeptember 30th, 2024
Featuring:
- Jay Hatfield, CEO at Infrastructure Capital Management, talks about why he's bullish on China, where his firm is investing capital, and why he believes in the "Hatfield Rule" and not the "Sahm Rule"
- Henrietta Treyz, Managing Partner at Veda Partners, previews the 2024 election and discusses the latest DC headlines
- Dani Burger, Bloomberg TV host, on the potential dockworkers strike
- Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS, talks about investing opportunities in China and how geopolitical tensions are affecting US markets
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Transcript
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| 0:00.0 | Direct lending has been one of the most dynamic areas of the private alternative space these last few years, |
| 0:05.8 | having grown massively as a source of capital for both corporate borrowers, |
| 0:09.9 | but also financial sponsors that have kept going from strength to |
| 0:12.8 | strength and have needed that private capital to |
| 0:15.3 | foster the growth that they've been experiencing. |
| 0:18.1 | For leading alternative investing insights, |
| 0:21.2 | listen to Speaking of Altern alternatives from P. Jim. |
| 0:27.0 | Are you looking for a new podcast about stuff related to money? |
| 0:31.0 | Well, today's your lucky day. I'm Matt Levine and I'm Katie |
| 0:34.8 | Grifield and we are the hosts of Money Stuff the podcast. Every Friday we dive |
| 0:40.2 | into the top stories about Wall Street, finance, and other stuff. |
| 0:44.2 | We have fun, we get weird, and we want you to join us. |
| 0:47.6 | You can listen to Money Stuff the Podcast on Apple Podcasts, Spotify, or wherever you get your |
| 0:51.9 | podcasts. |
| 0:56.0 | Bloomberg Audio Studios. |
| 1:00.0 | Podcasts, Radio News. |
| 1:04.0 | This is the Bloomberg Surveillance Podcast. |
| 1:09.0 | I'm Paul Sweeney, along with Tom Keene. |
| 1:12.0 | Join us each day for insight from the best in economics, |
| 1:14.6 | geopolitics, finance, and investment. |
| 1:16.8 | You can also watch the show live on YouTube. |
| 1:20.0 | Visit the Bloomberg Podcast channel on YouTube |
... |
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