Market Concentration and Examining Kamala Harris' Policies
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 September 2024
⏱️ 45 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 SweeneySeptember 25th, 2024
Featuring:
- Virginie Maissonueve, Global CIO of Equity at Allianz, on the inflation glide paths across various regions and sources of volatility for markets
- Connecticut Governor Ned Lamont discusses the Harris-Walz campaign, Kamala Harris' economic plan, and his recent WSJ article responding to Peggy Noonan's critiques of Harris' policies
- Michael Mauboussin, Head of Consilient Research for Counterpoint Global, discusses market concentration and his thematic research ideas amid the Fed's easing cycle
- Lisa Mateo on newspapers
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Transcript
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| 0:00.0 | Direct lending has been one of the most dynamic areas of the private alternative space these last few years, |
| 0:05.8 | having grown massively as a source of capital for both corporate borrowers, |
| 0:09.9 | but also financial sponsors that have kept going from strength to |
| 0:12.8 | strength and have needed that private capital to |
| 0:15.3 | foster the growth that they've been experiencing. |
| 0:18.1 | For leading alternative investing insights, |
| 0:21.2 | listen to Speaking of Altern alternatives from P. Jim. |
| 0:25.0 | This is Tom King. |
| 0:27.0 | I'm Carol Maser. |
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| 0:56.0 | Bloomberg Audio Studios. |
| 1:00.0 | Podcasts. radio news. |
| 1:04.0 | This is the Bloomberg surveillance podcast. |
| 1:07.0 | I'm Tom Keene along with Paul Sweeney. |
| 1:13.0 | Join us each day for insight from the best in economics finance investment and international relations. |
... |
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