Marko Kolanovic Is Back With a Warning for Stocks

Odd Lots

Bloomberg

News, Investing, Business, News Commentary, Business News

4.4 • 1.6K Ratings

🗓️ 3 February 2025

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Marko Kolanovic was one of the biggest names in markets, earning the nickname 'Gandalf' for some eerily prescient calls over the years. But last July he left his role as JPMorgan's chief global market strategist and co-head of global research, after missing out on a pretty epic rally. Since then, stocks have climbed higher with valuations increasingly stretched. So what does Marko think of the market now? In this episode we talk about his outlook the market, the impact of AI including the new DeepSeek model out of China, plus his own research and analysis techniques.

Read more: Kolanovic on the Canary in the Coal Mine for Higher Energy Prices

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0	Bloomberg Audio Studios
0:04.2	Podcasts Radio News
0:07.2	Hello and welcome to another episode of the All Thoughts podcast. I'm Tracy Allaway.
0:22.8	And I'm Joe Wisenthall.
0:24.6	Joe, in your history of being a financial journalist, what are you like most proud of in terms of coining phrases?
0:33.9	Oh.
0:34.6	I gave you a hint just then, because I assume it's mint the coin.
0:37.4	Yeah. Oh, good one. Yes, sure. Mint the coin. because I assume it's mint the coin. Yeah.
0:37.7	Oh, good one.
0:38.3	Yes, sure.
0:39.1	Mint the coin.
0:39.8	That's right.
0:40.4	Okay.
0:40.8	Thank you.
0:41.3	Yes.
0:42.0	So I have a few.
0:43.2	I have China's great ball of money.
0:45.9	I like how you're like, what are you most proud of?
0:48.7	And this is going to be my saying.
0:50.2	It's what I'm proud of.
0:51.4	But keep going. Thank you. You called me out. Europe's sovereign bank loop,
0:56.1	although no one believes that I invented that one. And Flows Before Pros, which has come up quite a bit on this podcast.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.