Remaining an Equity Bull and Two Weeks Until the Election
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 22 October 2024
⏱️ 46 minutes
🧾️ Download transcript
Summary
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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 22nd, 2024
Featuring:
- Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley, on whether the equity rally could soon stall, and also discusses the market impact of this earnings season and the 2024 election
- Brian Belski, Chief Investment Strategist at BMO Capital Markets, discusses the equity bull market
- Wendy Schiller, professor at Brown University, on two weeks to go to the 2024 presidential election as well as other DC headlines
- Francisco Blanch, Head: Global Commodities, Equity Derivatives and Cross-Asset Quantitative Investment Strategies at Bank of America Securities, on oil, copper, gold, and an effective commodities play in 2024 and post-election
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Transcript
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| 0:00.0 | After nearly 200 years of mitigating risk, at FM we can see what others don't. |
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| 0:12.4 | See more at FM.com. |
| 0:15.0 | Do nice guys really finish last. |
| 0:20.0 | I'm Tim Harford, host of the Cautionary Tales Podcast, and I'm exploring that very question. |
| 0:25.8 | Join me for my new mini-series on the art of fairness. |
| 0:29.1 | From New York to Tahiti will examine villains undone by their villainy, monstrous self-devouring egos and accounts |
| 0:36.3 | of the extraordinary power of decency. Listen on the iHeartRadio app, Apple Podcasts, |
| 0:41.5 | or wherever you listen to podcasts. |
| 0:44.0 | Bloomberg Audio Studios |
| 0:48.0 | Podcasts Radio News News. |
| 0:59.0 | This is the Bloomberg Surveillance Podcast. Catch us live, weekdays at 7 a.m. |
| 1:01.0 | Eastern. |
| 1:02.0 | On Apple Car Player, Android Auto with the Bloomberg Business app. |
| 1:05.5 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:10.6 | Joining us now from Morgan Stanley, Mike Wilson, their CIO and Chief U.S. Equity Strategist, |
| 1:17.6 | thrilled that he will be with us for this extensive half hour and say good morning |
| 1:21.5 | to Global Wall Street. |
| 1:23.2 | Mike Wilson, I'm going to do this in a classy way |
| 1:26.0 | and I'm not going to mince words about it. |
| 1:28.8 | I'm death on fan distribution analysis, where you, so I've talked to Dominic |
| 1:34.7 | Constam at Credit Suisse and now Missoula about this you set up a single point |
... |
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