Tariffs, Energy, and Banks
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 19 February 2025
⏱️ 46 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 19th, 2025
Featuring:
- Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, joins to offer her outlook for equities and markets in 2025 amid political uncertainty and headwinds
- Ed Morse, Senior Advisor at Hartree Partners, joins for an extended discussion on energy and the outlook for energy markets in a second Trump admin
- Mike Mayo, Head: US Large Cap Bank Research at Wells Fargo, joins for an extended discussion on the banking sector and how big banks will perform in a second Trump term
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Get your daily market preview on projected stock updates, monetary policy decisions, and key results in statistics that may impact your trading. |
| 0:08.2 | Schwab Market Update is an original podcast from Charles Schwab. Listen today at Schwab.com slash market update podcast or wherever you get your podcasts. |
| 0:17.0 | Donald Trump has already changed the way we think about the US economy. Now he's back in the |
| 0:22.1 | White House and Bloomberg's Trumponomics podcast is here to help. I'm Stephanie Flanders, |
| 0:28.1 | head of government and economics at Bloomberg. Whatever the big question of the week is, |
| 0:32.5 | we'll have something interesting to tell you about it in a lively conversation with the |
| 0:36.5 | reporters and analysts closest to the action. |
| 0:39.2 | Listen to new episodes every Wednesday and follow Trumponomics on Apple Podcasts, Spotify, or wherever you listen. |
| 0:49.1 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 0:59.0 | Thank you. Audio Studios. Podcasts Radio News. This is the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:13.6 | This is the most important interview of the day. What you got to understand is most titles in the investment business are not like some think tank thing from senior management. |
| 1:23.6 | They're mostly decided in a Starbucks, like a 240 Greenwich downtown. |
| 1:28.3 | She has the greatest title of anybody on surveillance, head of investment strategy in equity advisory solutions. |
| 1:38.3 | Wow. |
| 1:39.3 | It be NYML and that can only be Alicia Levine. |
| 1:42.3 | I have never seen the divergence of opinions. |
| 1:46.9 | Like literally, I'm not exaggerating. |
| 1:49.3 | Never. |
| 1:50.0 | What is your equity advisory solutions in this chaos? |
| 1:54.9 | So long and strong, but you're right. |
| 1:57.4 | It has been a relentlessly frustrating year. |
| 2:20.8 | There's a lot of fear about tariffs and policy and the speed with which unusual suggestions are coming out of the White House. I'll just call it that. And yet, and yet we just had one of the greatest earnings seasons in a long time, earnings up about 16% for the fourth quarter okay and the market saying what are all what are you all yapping about okay what are you all yapping about |
... |
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.