Outlook for Oil and Market All-Time Highs
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 7 May 2026
⏱️ 33 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 SweeneyThursday, May 7, 2026
Featuring:
1) Cam Dawson, CIO at NewEdge Wealth, joins to discuss what's to like, and not to like, in the equity market.
2) Ellen Wald, Senior Fellow at the Atlantic Council, offers her outlook for oil and energy prices amid the ongoing Iran war.
3) Richard Portes, Economics Professor at London Business School, joins to talk about private credit, global imbalances, and US debt from abroad.
4) Michael Conrath, Chief Retirement Strategist at JPMorgan Asset Management, talks about the firm's findings on retirement and silent risks in retirement spending.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | When the rest of the markets slow down, the futures market keeps moving. |
| 0:04.9 | Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? |
| 0:12.0 | In the ETF markets, volume and liquidity lessens after 4pm until the next morning. |
| 0:17.1 | But with futures, you get trading opportunities both day and night. |
| 0:21.1 | Learn more at CMEgroup.com slash equity futures. |
| 0:26.8 | Some follow the noise. |
| 0:29.3 | Bloomberg follows the money. |
| 0:31.5 | Because behind every headline is a bottom line. |
| 0:35.3 | Whether it's the funds fueling AI or crypto's trillion dollar swings, |
| 0:40.0 | there's a money side to every story. And when you see the money side, you understand what others miss. |
| 0:46.9 | Get the money side of the story. Subscribe now at Bloomberg.com. |
| 0:58.1 | Bloomberg Audio Studios Podcasts Radio News. |
| 1:05.8 | This is the Bloomberg Surveillance Podcasts |
| 1:07.6 | Showlist. Catch us live |
| 1:10.0 | weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg |
| 1:14.8 | business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:20.9 | Join his Cameron Dawson, New Edge Wealth Bar. I was making a joke. How do the equity markets |
| 1:27.2 | change with a new persistently higher yield? |
| 1:31.3 | Well, if you were to follow equity valuation 101, you would say that higher yields would suggest that |
| 1:39.1 | you should have lower valuations because, of course, that is your discount rate. However, |
| 1:44.0 | in an environment where earnings |
| 1:45.8 | are growing so very rapidly, and the caveat is that's a very narrow cohort of names driving that |
... |
Please login to see the full transcript.
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.
Copyright © Tapesearch 2026.