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Bloomberg Surveillance

Investors Navigate AI Disruption Fears

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 18 February 2026

⏱️ 45 minutes

🧾️ Download transcript

Summary

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, February 18th, 2026
Featuring:
1) Nouriel Roubini, Chairman & CEO at Roubini Macro Associates, joins for an extended conversation on the global inflation backdrop and the risks posed by AI and tariffs
2) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates, examines diversification away from US tech.
3) Tina Fordham, Founder at Fordham Global Foresight, on the latest negotiations between US and Iran, as well as Russia-Ukraine talks.
4) Jay Timmons, President & CEO of the National Association of Manufacturers, on NAM's 2026 State of Manufacturing tour.

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

This is Caroline Hyde.

0:02.0

And I'm Ed Ludlow inviting you to join us for Bloomberg Tech, a daily podcast focusing exclusively on technology, innovation and the future of business.

0:10.0

Every weekday, we bring you the top headlines from the world's biggest tech companies.

0:15.0

From finance to defence, AI to entertainment and from startups to the Magnificent Seven.

0:20.0

We highlight the latest stories of the people and companies pushing the tech sector to new frontiers

0:25.9

and the politics that shape global tech markets.

0:28.7

We do this all every weekday, then bring you the most important conversations and analysis in our podcast.

0:34.2

Search for Bloomberg Tech on YouTube, Apple, Spotify, or anywhere else you listen.

0:39.0

Join us every afternoon on your commute home and stay ahead of the tech news cycle.

0:43.4

That's the Bloomberg Tech podcast.

0:45.4

I'm Caroline Hyde in New York.

0:47.0

And I'm Ed Ludlow in San Francisco.

0:49.0

Subscribe today wherever you get your podcasts.

1:13.2

Bloomberg Audio Studios. Podcasts. wherever you get your podcasts or watch us live on YouTube.

1:19.9

For all of you worldwide in the Levant, in America, Nora Rubino, joins us with his wonderful

1:26.4

books, all that he's done for me over the years, going way, way back pre-crisis, is, well, let me just get Bitcoin out of the way.

1:35.2

I don't want to waste time on it.

1:36.6

We've had not one, but two of our guests emphatically state Rubini's right.

1:41.5

It's going to 10,000.

1:43.3

Is BitDog going down from 60,000 to 10,000?

1:48.0

I think it doesn't matter. I don't make predictions. It could go significantly lower, could stay where it is.

1:56.4

But the point is that, you know, Bitcoin is down from his peak by 50% the other top 10 cryptocurrencies

...

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