Outlook for Markets, Consumers, and Tech
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 December 2024
⏱️ 37 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 27th, 2024
Featuring:
- Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on market observations from 2024 and what to expect from equities in 2025
- Melissa Otto, Head: TMT Research at Visible Alpha, discusses expectations for Big Tech in 2025 and some of the most pressing questions the sector faces heading into the new year
- Jennifer Lee, Senior Economist at Managing Director at BMO Capital Markets, talks about the macroeconomic picture in the US and abroad and the outlook for inflation and the US labor market
- Julie van Ullen, Chief Revenue Officer at Rakuten, on consumer behavior this holiday season and consumer strength heading into the new year
See omnystudio.com/listener for privacy information.
Transcript
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| 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 | Are you looking for a new podcast about stuff related to money? |
| 0:35.3 | Well, today's your lucky day. |
| 0:37.1 | I'm Matt Levine. |
| 0:38.2 | And I'm Katie Greifeld. |
| 0:39.6 | And we are the hosts of Money Stuff, The Podcast. |
| 0:43.0 | Every Friday, we dive into the top stories about Wall Street, Finance, and other stuff. |
| 0:47.9 | We have fun. We get weird, and we want you to join us. |
| 0:51.4 | You can listen to Money Stuff, the podcast on Apple Podcasts, Spotify, or wherever you get your podcasts. |
| 1:02.3 | Bloomberg Audio Studios. |
| 1:04.9 | 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. |
| 1:28.3 | Just to go to our first guest here, Robert Teeter. |
| 1:32.0 | He's a chief investment strategist, Silvercrest Asset Management, joins us here in our Bloomberg Interactive Broker Studios. |
... |
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