Markets Price in AI and Geopolitics
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 10 July 2026
⏱️ 39 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 SweeneyFriday, July 10, 2026
Featuring:
1) George Noble, Managing Partner at Noble Capital Advisors and former Fidelity Fund Manager, joins for an extended discussion about the bear case for AI
2) Neil Dutta, Head: US Economic Research at Renaissance Macro, joins for a discussion on the Fed, markets, and inflation outlook.
3) Marques Colston, former star NFL receiver and co-founder of his private sports fund "The Champion Fund," talks investing in private sports assets and attractive investment characteristics of sports.
4) Chieh Huang, CEO at Pelgo, joins to discuss how AI is resetting the labor market and how it could serve as a tool for displaced workers rather than a job slashing tool.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | The Exchange from The New Statesman. Weekly, in-depth, long-form interviews with guests, including Salman Rushdie. Would you say you are in the 11th hour of life? I hope I'm only in about the 9-4-10. I-Way-Way. So if you were to put on an exhibition called I-Way-Way, the last work, we shouldn't believe it. Actually, you shouldn't believe by anything I said. |
| 0:22.0 | And Masha Al Yokina from Pussy Riot. |
| 0:24.2 | Is there a world in which you could ever go back to Russia? |
| 0:26.0 | Politically, we exist there. Physically, we do not exist there. |
| 0:29.3 | Covering politics. |
| 0:30.5 | The most governmentally illiterate Labour Prime Minister in history. |
| 0:35.1 | Culture. |
| 0:35.8 | I'm not in the mood to take any risks lately. |
| 0:37.9 | Society, should education be a commodity? |
| 0:41.0 | No. |
| 0:41.4 | And philosophy. |
| 0:42.6 | Sex is both personal and political and public. |
| 0:46.9 | Listen, wherever you are listening to this. |
| 0:52.2 | Bloomberg Audio Studios. |
| 0:54.8 | Podcasts Radio News. |
| 1:01.9 | This is the Bloomberg Surveillance Podcasts. |
| 1:05.4 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. Listen on demand |
| 1:13.3 | wherever you get your podcasts or watch us live on YouTube. I got eight ways to go. I'm going to ask |
| 1:20.4 | one look back question and then we've got to look at the present tense right now because you're |
| 1:24.3 | fired up out on LinkedIn and Twitter. Everybody needs to read |
| 1:28.2 | 128 pages. John Kenneth Galbraith lived almost to a greenspan 100. A short history of |
| 1:35.2 | financial euphoria. It's an exquisite jewel. I put it out on Twitter and LinkedIn. What's the |
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