Market Impact of AI and Iran
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 5 May 2026
⏱️ 33 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, May 6, 2026
Featuring:
1) Julian Emanuel, Senior Managing Director of Equity, Derivatives and Quantitative Strategy at Evercore, discusses extraordinary earnings strength propelling the market and his S&P target for 2026.
2) David Bailin, founder and CEO at the CIO Group, talks the US market advantage amid the Iran war and offers his outlook for markets and AI.
3) Heath Terry, Head of Tech Research at Citi, discusses the Anthropic advantage and how AI is powering the market through the Iran war.
4) Leslie Palti-Guzman, founder at Energy Vista, talks about global oil and LNG production and US energy prices and output amid the Iran War.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | When the rest of the markets slow down, the futures market keeps moving. |
| 0:04.9 | Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? |
| 0:12.0 | In the ETF markets, volume and liquidity lessens after 4pm until the next morning. |
| 0:17.1 | But with futures, you get trading opportunities both day and night. |
| 0:21.1 | Learn more at CMEgroup.com slash equity futures. |
| 0:26.8 | Some follow the noise. |
| 0:29.3 | Bloomberg follows the money. |
| 0:31.5 | Because behind every headline is a bottom line. |
| 0:35.3 | Whether it's the funds fueling AI or crypto's trillion dollar swings, |
| 0:40.0 | there's a money side to every story. And when you see the money side, you understand what others miss. |
| 0:46.9 | Get the money side of the story. Subscribe now at Bloomberg.com. |
| 0:58.0 | Bloomberg Audio Studios Podcasts, Radio News. |
| 1:05.8 | This is the Bloomberg Surveillance Podcasts. |
| 1:09.2 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay |
| 1:13.0 | or Android Auto with the Bloomberg business app. Listen on demand wherever you get your podcasts or watch |
| 1:19.5 | us live on YouTube. Julian Emmanuel's with us with Evercourt, ISI, driving all of their equity |
| 1:25.5 | and derivatives coverage. What is a single sentence in your daily grind |
| 1:28.9 | that others write up because you don't do it? You're too large to do that. What's a single |
| 1:33.9 | sentence that matters? The single sentence, it's actually a phrase, extraordinary. I mean, |
| 1:39.6 | there's not enough superlatives to describe the earnings growth and the power of earnings and the maintenance of margin across virtually the entirety of corporate America. |
| 1:49.9 | You're in some fancy MBA course like Emory or NYU Stern. |
| 1:54.6 | Is it structural? Is it a changed cultural behavior of corporations? |
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