Market Jitters Amid Geopolitical and Tech Uncertainty
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 July 2026
⏱️ 32 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, July 13, 2026
Featuring:
1) Steve Auth, CIO: Equities at Federated Hermes, on the 13-year equity bull run.
2) Anneka Treon, Global head of Private Banking, Wealth Management and Investments, talks tech rotation and why fears may be overblown.
3) Ed Morse, Senior Advisor and Commodity Strategist at Hartree Partners, talks about the oil moves and what's next for energy markets amid uncertainty in the Strait of Hormuz.
4) Henrietta Treyz, co-founder at Veda Partners, talks about the latest news from Capitol Hill and remembers Lindsey Graham and his impact.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Hi, I'm Barry Ritholtz inviting you to join me for the Masters in Business podcast. Every week, |
| 0:05.9 | we bring you conversations with the people who shape markets, investing, and business. I speak with |
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| 0:24.2 | Subscribe to the Masters in Business podcast on Apple, Spotify, or anywhere you listen. |
| 0:32.4 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 0:42.2 | Music Audio Studios. Podcasts, Radio, News. This is the Bloomberg Surveillance Podcast. |
| 0:45.5 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 0:52.4 | Listen on demand wherever you get your podcasts or watch us live on |
| 0:56.6 | YouTube. Stephen off for this federator, he's like Justin Verlander. He's like doing with a major |
| 1:02.4 | league tour. He's retiring. Yep. He's going interview to interview. You know, he's going to retire. |
| 1:07.5 | Are you retiring in, is it 2028 or 20s? Is that, is that young |
| 1:13.6 | whippersnapper, shiveron pushing you out? He is. And he's going to do a heck of a job, too. |
| 1:20.1 | He's a very bright guy. Yeah, he's really, really loved by the team. So he's going to do |
| 1:26.3 | fine. So that's what they say about you. I got to ask you this because long ago in Sweden and I were younger |
| 1:32.8 | and Gerard Cassidy, Tucker, Anthony, R.L. Day. And young Stephen Oth, if you'd said J.P. Morgan would make |
| 1:40.2 | 20.98% per year for the last 10 years, you would have flunked the exam. And yet, there it is. |
| 1:48.7 | How shocked at you are you by the excellence of Fortress Diamond? |
| 1:54.9 | I hate to say, Tom, I'm not that shocked. I mean, it was one of our favorite stocks six or seven years ago. |
| 2:02.9 | At the time, it was trading it 10 times market multiple. It looked to us like earnings were heading |
| 2:08.7 | quite a bit higher, and here we are. Now it's trading it 15 times. You guys have been making |
| 2:14.7 | the case for the last 20 minutes on J.P. Morgan, why can't it trade |
... |
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