Making Sense of the Tech Selloff
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 June 2026
⏱️ 29 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, June 24, 2026
Featuring:
1) Ivan Feinseth, Senior Partner & CIO at Tigress Financial Partners, talks his bullish S&P call and why the recent tech selloff is a "healthy correction."
2) Qian Wang, Chief Asia-Pacific Economist and Global Head of VCMM at Vanguard, talks about why near-term growth momentum remains in tact, but that the bar keeps rising
3) Libby Cantrill, Managing Director: Public Policy at PIMCO, talks the latest happenings in Congress as well as the Mamdani-backed primary sweep in NY.
4) Jared Fleishcer, CEO at Bedrock Detroit, on working closely with billionaire Dan Gilbert to address Detroit's real estate market as well as how public-private housing initiatives are reshaping the metro and being applied across the US.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Looking for more investing options? Meet Cebo, the exchange that pioneered options trading. |
| 0:04.8 | With exclusive trading products like VIX and SPX options, CBO can help you trade in any market environment. |
| 0:10.3 | There are risks associated with CBO company products. Review the disclosures and disclaimers at CBO.com slash US underscore disclaimers. |
| 0:15.0 | The Bloomberg Sustainable Business Summit returns to Singapore on July 22nd. |
| 0:20.0 | Our fifth annual Asia-Pacific summit will explore how business and finance leaders are shaping the next phase of globalisation by strengthening resilience, advancing climate adaptation, and driving a multi-speed energy transition across Asia's diverse markets. Join us for solutions-driven discussions, interactive workshops and |
| 0:39.0 | networking opportunities. Learn more at Bloomberg Live.com slash SBS-S-Singapore. |
| 0:47.3 | Bloomberg Audio Studios, Podcasts Radio News. |
| 1:00.2 | This is the Bloomberg Surveillance Podcasts. |
| 1:07.0 | Catch us live weekdays at 7 a.m. Eastern on Apple, CarPlay or Android Auto with the Bloomberg business app. |
| 1:12.0 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:19.4 | On technology, Ivan Feinth joins us with Tigris this morning. He survived Boston University finance and accounting, one of the great grines of college academics. Ivan, I'm going to cut |
| 1:25.1 | to the chase. You've got a very, very constructive note on a, |
| 1:29.2 | quote, classic shakeout of crowded AI trades. Do you load the boat on Microsoft? What's the |
| 1:36.4 | character of your enthusiasm to acquire shares? Well, first of all, I think this negative |
| 1:43.9 | view of the software stocks is just way overdone. |
| 1:46.9 | Even Jensen Wong has said that software drives the functionality of hardware. |
| 1:52.1 | But look, it's still AI is a powerful investment theme, and we're going to see things get ahead of themselves. |
| 1:58.8 | Like we saw this run up in Arm, the run up in Micron, run up in Sandisk, but yet this is a very powerful theme that I think has still long to run. |
| 2:08.6 | And the next phase is going to be the evolution of smart devices that just have an AI operating system. |
| 2:16.6 | And instead of on your phone using different apps to do different functions, you're going to have an overall AI interactive operating system that then will drive agents to use different apps to accomplish what you want. |
| 2:31.3 | Like, for example, if you're interested in, you know, you want to eat Italian food, |
| 2:36.5 | where's the best place to go to where I am? It'll give you some suggestions, and all you have to do is |
... |
Transcript will be available on the free plan in 2 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 2026.