The Outlook for Markets, Rates, and a Second Trump Term
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 December 2024
⏱️ 43 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyDecember 18th, 2024
Featuring:
- Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, discusses her 2025 outlook, the Fed, and volatility and risks in 2025
- Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses President-elect Trump's second term economic policies and whether or not he believes they will be inflationary
- Jason Trennert, Chief Investment Strategist at Strategas, talks about the big picture in markets, what's next for the Fed and inflation, and the path for rates
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Looking to add AI to your portfolio? |
| 0:02.2 | Consider the Global X Robotics and Artificial Intelligence ETF, ticker BOTZ. |
| 0:06.8 | This ETF invests in companies harnessing robotics and AI disruption across a range of sectors like industrials, health care, and more. |
| 0:14.1 | Investing involves risk, including possible loss of principle. |
| 0:16.5 | Technology companies can be affected by rapid product obsolescence and intense industry competition. |
| 0:20.7 | Before investing carefully consider the fund's objectives, risks, charges, expenses, and more in the full or summary prospectus at globalxetfs.com. |
| 0:27.1 | Read carefully, distributed by SEI Investments Distribution Company. |
| 0:30.8 | What could you do if your data was working for you and not against you? |
| 0:36.0 | With Bloomberg delivering enterprise data directly to your systems, |
| 0:40.1 | you get easy access to the details you want, |
| 0:43.3 | optimized for higher level analysis, |
| 0:46.0 | and financial data experts committed to helping you maximize your every move. |
| 0:50.8 | Our data is made for more, |
| 0:53.3 | so you can show the world what you're made of. Visit |
| 0:56.6 | Bloomberg.com slash enterprise data to learn more. |
| 1:02.2 | Bloomberg Audio Studios. Podcasts, radio, news. |
| 1:14.2 | This is the Bloomberg Surveillance Podcast. |
| 1:21.3 | Catch us live, weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:26.1 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:27.7 | It has been far too long. |
| 1:35.1 | Alicia Levine of B&Y brings an absolutely prodigious mathematical, almost cross-mathematical skill into investment analysis. |
| 1:37.7 | We go Euclidean with it right now. |
... |
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.