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Bloomberg Surveillance

How Global Political Crises are Playing Out in Markets

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 4 December 2024

⏱️ 35 minutes

🧾️ Download transcript

Summary

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 4th, 2024
Featuring:

  • Wei Li, Global Chief Investment Strategist at BlackRock, discusses the global economic implications of political unrest in France and South Korea, and also discusses BlackRock's 2025 outlook
  • George Saravelos, Global co-Head of FX Research at Deutsche Bank, discusses the latest FX moves in French and South Korean currencies, and can also touch on Trump tariffs
  • Jay Bowen, President & CIO at Bowen, Hanes, on managing Tampa pension plans and outlook for US markets in a second Trump term
  • Lisa Mateo on newspapers

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

Looking to add AI to your portfolio?

0:02.2

Consider the Global X Robotics and Artificial Intelligence ETF, ticker BOTZ.

0:06.8

This ETF invests in companies harnessing robotics and AI disruption across a range of sectors like industrials, health care, and more.

0:14.1

Investing involves risk, including possible loss of principle.

0:16.5

Technology companies can be affected by rapid product obsolescence and intense industry competition.

0:20.7

Before investing carefully consider the fund's objectives, risks, charges, expenses, and more in the full or summary prospectus at globalxetfs.com.

0:27.1

Read carefully, distributed by SEI Investments Distribution Company.

0:30.1

The forces shaping markets and the economy are often hiding behind a blur of numbers.

0:34.8

So that's why we created the big take from Bloomberg podcasts to give you the context you need to make sense of it all.

0:41.5

Every day in just 15 minutes, we dive into one global business story that matters.

0:46.1

You'll hear from Bloomberg journalists like Matt Levine.

0:49.1

A lot of this meme stock stuff is, I think, embarrassing to the SEC.

0:53.3

Follow the Big Take podcast on the IHeart Radio app, Apple Podcasts, or wherever you listen.

1:02.1

Bloomberg Audio Studios.

1:04.5

Podcasts, Radio News.

1:14.1

This is the Bloomberg Surveillance Podcast.

1:21.1

Catch us live, weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app.

1:26.0

Listen on demand wherever you get your podcasts or watch us live on YouTube. Joining us now for an extended conversation like we should ever for three hours is

1:31.6

Wei Lee of Black Rock.

1:33.2

I don't know where to begin.

1:34.7

So, Wei Lee, let's start since we're on the Pacific Rim with Ross Matheson.

1:40.0

You were acclaimed in your China for mathematics skills as a kid.

...

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