How Equities Could Respond to Elections and Geopolitical Uncertainty
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 July 2024
⏱️ 32 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 SweeneyJuly 1st, 2024
Featuring:
- Cam Dawson, CIO at NewEdge Wealth, discusses the equity market rally and whether it can sustain itself in the second half of 2024
- Sonal Desai, CIO: Fixed Income at Franklin Templeton, offers her perspective on the bond market and how bonds could react to Fed action and political and geopolitical uncertainty
- Dr. Leslie Vinjamuri, Director of US and Americas Programme at Chatham House, on Joe Biden and US Politics
- Bloomberg's Lisa Mateo with her Newspaper Headlines
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Transcript
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| 0:00.0 | Join global business leaders and investors at the Bloomberg Sustainable Business Summit, returning to Singapore on July 31st. |
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| 0:24.0 | That's Bloomberg Live.com-sustainable-biz Singapore. |
| 0:28.0 | Bloomberg Audio Studios. |
| 0:34.0 | Podcasts, Radio News. |
| 0:37.0 | This is the Bloomberg Surveillance Podcast. |
| 0:44.0 | I'm Todd Keene along with Paul Sweeney. |
| 0:46.0 | Join us each day for insight from the Best in Economics Finance Investment |
| 0:51.0 | and International Relations. |
| 0:52.0 | You can also watch the show live on YouTube. |
| 0:55.8 | Visit the Bloomberg Podcast channel on YouTube to see the show, |
| 1:00.6 | weekday mornings from 7 to 10 a.m. Eastern, from our global headquarters in New York City. |
| 1:06.0 | Subscribe to the podcast on Apple, Spotify, or anywhere else you listen, and always on Bloomberg Radio, the Bloomberg Terminal, and the Bloomberg Business Act. |
| 1:16.6 | Joining us now, Kim Dawson, New Edge Wealth, |
| 1:20.0 | who, you know, people make jokes about it, |
| 1:22.0 | but they're strategists that have a conviction |
| 1:23.8 | day in the market. |
| 1:24.8 | Kim Dawson I think the bears percolated this weekend off the calendar and said, |
| 1:29.6 | O.M.G. now is the time to get out. |
| 1:32.3 | Why are you still in the market? |
... |
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