Equity Optimism amid Uncertainty
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 9 June 2025
⏱️ 34 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 9th, 2025
Featuring:
1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, joins for an extended discussion on equity bullishness and where he believes the S&P can land in 2025. The S&P 500 benchmark is nearing all-time highs, but traders are searching for catalysts for sustained advances amid ongoing trade uncertainty.
2) Henrietta Treyz, co-founder at Veda Partners, joins to discuss DC headlines including the riots in LA and latest on the tax bill after Elon Musk's White House fallout. Senate Republicans plan to propose revised tax and health-care provisions to President Trump's $3 trillion economic package, despite criticism from Elon Musk.
3) Charles Kantor, Senior Portfolio Manager at Neuberger Berman, talks about why history rhymes between now and the 2000 .com bubble and the potential for a consumer crunch. Markets are focusing on a $22 billion auction of 30-year bonds on Thursday and Wednesday's US inflation report for May, which may show a slightly faster pace of price increases.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg reporting on baseball's TV deal and WSJ's look at Father's Day gifts.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is an IHeart podcast. |
| 0:04.5 | At a global leader in alternatives today, Pigem is capturing the potential of tomorrow. |
| 0:10.6 | So as you look to diversify your portfolio, Pigeum offers expertise in seeding, developing, and managing a broad range of liquid and illiquid strategies. |
| 0:20.5 | With over $320 billion in alts across public and private. and managing a broad range of liquid and illiquid strategies. |
| 0:25.8 | With over $320 billion in alts across public and private markets, |
| 0:29.0 | we are helping clients achieve their long-term goals. |
| 0:33.1 | Pigeum, our investments shape tomorrow today. |
| 0:37.0 | The data that matters for your investments. |
| 0:39.6 | The entire auto sector is higher today. |
| 0:42.7 | And analysis on the companies making news on Wall Street. |
| 0:44.2 | Tesla's been a stock that's been in focus. |
| 0:46.4 | Shares have really been all over the math this morning. |
| 0:49.3 | Listen to the Stock Movers Report from Bloomberg. |
| 0:51.4 | Let's talk about some other decliner. It's your short audio report on the day's winners and losers in the stock market. |
| 0:55.9 | Second biggest driver in terms of points for the S&P 500. |
| 0:59.0 | Subscribe to the Stock Movers Report on Apple Podcasts, Spotify, or wherever you listen. |
| 1:06.9 | Bloomberg Audio Studios, Podcasts Radio News. |
| 1:16.5 | This is the Bloomberg Surveillance Podcasts. |
| 1:19.7 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg Business app. |
| 1:27.0 | Listen on demand wherever you get your |
| 1:28.8 | podcasts or watch us live on YouTube. She's a thrill to have Ben Laydler with us over the years |
| 1:36.0 | with HSBC and others now with Bredesco BBI adding equity strategy value each and every day. Ben, |
... |
Transcript will be available on the free plan in 19 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.