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Bloomberg Surveillance

Outlook for Big Tech and Trump's Economic Team

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 13 December 2024

⏱️ 45 minutes

🧾️ Download transcript

Summary

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 13th, 2024
Featuring:

  • Dan Ives, Senior Equity Analyst at Wedbush Securities, and Gene Munster, Managing Partner at Deepwater Asset Management, talks the big year in tech in 2024 and bullishness on AI and big tech
  • Ebrahim Rahbari, Senior Advisor: Geo-Economics and Markets with Fordham Global Foresight, offers his analysis of Trump's economic team, the US economy, and his note on the German elections and what it means for Europe
  • Kona Haque, Head of Commodities Research at ED&F Man, on coffee's rally, sugar prices, and other soft commodities
  • Lisa Mateo on newspapers

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

Looking to add AI to your portfolio?

0:02.2

Consider the Global X Robotics and Artificial Intelligence ETF, ticker BOTZ.

0:06.8

This ETF invests in companies harnessing robotics and AI disruption across a range of sectors like industrials, health care, and more.

0:14.1

Investing involves risk, including possible loss of principle.

0:16.5

Technology companies can be affected by rapid product obsolescence and intense industry competition.

0:20.7

Before investing carefully consider the fund's objectives, risks, charges, expenses, and more in the full or summary prospectus at globalxetfs.com.

0:27.1

Read carefully, distributed by SEI Investments Distribution Company.

0:30.8

What could you do if your data was working for you and not against you?

0:36.0

With Bloomberg delivering enterprise data directly to your systems,

0:40.1

you get easy access to the details you want,

0:43.3

optimized for higher level analysis,

0:46.0

and financial data experts committed to helping you maximize your every move.

0:50.8

Our data is made for more,

0:53.3

so you can show the world what you're made of. Visit

0:56.6

Bloomberg.com slash enterprise data to learn more.

1:02.2

Bloomberg Audio Studios. Podcasts, radio, news.

1:14.2

This is the Bloomberg Surveillance Podcast.

1:21.3

Catch us live, weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app.

1:26.1

Listen on demand wherever you get your podcasts or watch us live on YouTube.

1:31.3

Joining us now, Gene Munster in Minneapolis, obviously iconic with Piper Jeff four years ago.

1:32.3

Sure only could join us from Deepwater Asset Management, dressed appropriately.

1:37.3

Dan Ives here, a collar malage with Aviator.

...

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