Risks Facing Markets and Retail in 2025
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 December 2024
⏱️ 38 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & David Gura December 2nd, 2024
Featuring:
- Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses her outlook for fixed income in 2025 and the risks of disinflation
- Henrietta Treyz, Managing Partner at Veda Partners, discusses the top DC headlines including President-elect Trump's pick to lead the FBI
- Lisa Kaplan, CEO at Alethea, discusses how retailers are balancing two threats: tariffs and disinformation campaigns
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Landmark infrastructure legislation was passed in the last Congress. Now comes the work of getting it built. |
| 0:04.9 | The Global X U.S. infrastructure development ETF, ticker PAVE, invests in dozens of companies helping shape the future of American infrastructure. |
| 0:12.1 | Investing involves risk, including possible loss of principle. Investments in infrastructure-related companies have greater exposure to the potential adverse economic, regulatory, political, and other changes affecting such entities. |
| 0:21.0 | Before investing, carefully consider the fund's objectives, risks, charges, expenses, and more |
| 0:24.5 | in the full or summary prospectus at globalxetfs.com. |
| 0:27.2 | Read carefully, distributed by SEI Investments Distribution Company. |
| 0:30.9 | Are you looking for a new podcast about stuff related to money? |
| 0:35.4 | Well, today's your lucky day. |
| 0:37.2 | I'm Matt Levine. |
| 0:38.3 | And I'm Katie Greifeld. |
| 0:39.7 | And we are the hosts of Money Stuff, The Podcast. |
| 0:43.1 | Every Friday, we dive into the top stories about Wall Street, Finance, and other stuff. |
| 0:48.0 | We have fun. We get weird, and we want you to join us. |
| 0:51.5 | You can listen to Money Stuff, the podcast on Apple Podcasts, Spotify, or wherever you get your podcasts. |
| 1:02.3 | Bloomberg Audio Studios. |
| 1:05.0 | Podcasts, Radio, News. |
| 1:14.3 | This is the Bloomberg Surveillance Podcast. |
| 1:21.4 | Catch us live, weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:26.2 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:27.6 | I don't have fixed income market. |
| 1:34.3 | I feel like I can just sit around in my two-year U.S. government treasury bond to get 4.2%. I don't need to be a hero and take credit risk. |
| 1:36.0 | I don't know. |
... |
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