SpaceX Debuts on then NASDAQ and Oil Moves
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 June 2026
⏱️ 31 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 SweeneyFriday, June 12, 2026
Featuring:
1) Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley, on this week's inflation data.
2) Ed Hirs, Senior Fellow at University of Houston, joins to talk about where energy prices could go should the Strait of Hormuz reopen soon amid an Iran deal.
3) Cam Harvey, professor at Duke University, on the retail SpaceX trap.
4) Jake Schneider, founder at Atlas Analytics, talks about space infrastructure and using satellite imagery to forecast real time macroeconomic indicators.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:45.0 | Bloomberg Audio Studios, |
| 0:47.6 | Podcasts, Radio News. |
| 0:57.6 | This is the Bloomberg Surveillance Podcast. |
| 1:04.8 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:09.7 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:15.3 | Paul and I have been looking this morning for moments to stop and do more traditional prosaic discussions of economics, finance investment, of international relations. |
| 1:21.9 | We can do that with Sarah Wolfe at Morgan Stanley, thematic macro investing as well. Sarah, what's your theme into the rest of |
| 1:30.4 | 2006? The biggest theme that we're looking at is around multipolar world. And I actually think that |
| 1:37.7 | the SpaceX IPO fits right into this, where we really are entering a new frontier of this globally fragmented economy, |
| 1:46.4 | where we're seeing intense reshoring diversification of supply chains, |
| 1:52.3 | and now we're entering new frontiers such a space where we're competing with the rest of the world |
| 1:57.0 | on technological innovation and dominating the space atmosphere with satellites. |
| 2:02.4 | So, Sarah, in the context of a broader discussion of inflation, how does AI fit into that? |
| 2:08.7 | Is AI inflationary at this point? |
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