Market, Election, and M&A Outlook
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 October 2024
⏱️ 34 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & David GuraOctober 18th, 2024
Featuring:
- Lara Rhame, Chief Economist at FS Investments, discusses why she believes a soft landing might not be so soft and talks about how the 2024 election will impact markets
- Nancy Curtin, Partner & Global CIO at AlTi, on remaining bullish on the S&P 500 and what she's seeing when it comes to market fundamentals
- Gautam Mukunda, lecturer at Yale University, on politics & the 2024 presidential race
- Carole Streicher, Americas Regional Head of Deal Advisory for KPMG, talks about the firm's findings on M&A activity in 2024 and what to expect into the new year
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Transcript
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| 0:00.0 | After nearly 200 years of mitigating risk, at FM we can see what others don't. |
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| 0:16.2 | Are you looking for a new podcast about stuff related to money? |
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| 0:22.2 | I'm Matt Levine. |
| 0:23.0 | And I'm Katie Grifield. |
| 0:25.0 | And we are the hosts of Money Stuff, the podcast. |
| 0:28.0 | Every Friday we dive into the top stories about Wall Street, finance, and other stuff. |
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| 0:36.0 | You can listen to Many Stuff the Podcast on Apple Podcasts, Spotify, or wherever you get your podcasts. |
| 0:49.0 | Bloomberg Audio Podcast. |
| 0:57.0 | This is the Bloomberg Surveillance Podcast. |
| 1:00.0 | Catch us live, weekdays at 7 a.m. Eastern on Apple Car Player or Android Auto with the Bloomberg |
| 1:05.6 | Business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:11.5 | Laura Rain joins us, she's the chief economist at FS Investments. |
| 1:14.9 | Laura, given some of the economic data we've seen recently, |
| 1:18.4 | I guess most recently was a strong retail sales, |
| 1:21.1 | it seems like this economy is doing fairly well if not better than |
| 1:24.6 | fairly well. How do you think about it? I think what we're seeing is a little bit of |
| 1:29.3 | a difference between the growth data that you alluded to with the retail sales numbers and the |
| 1:34.1 | employment data which does seem like the trajectory is slowing more notably. I |
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