The State of the 2026 AI Trade
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 8 January 2026
⏱️ 32 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, January 8th, 2026
Featuring:
1) Marta Norton, Chief Investment Strategist at Empower, examines whether the rotation trade can continue in 2026.
2) Dan Ives, Global Head of Tech Research at Wedbush Securities, joins from CES in Las Vegas to discuss the state of AI investing.
3) Wendy Schiller, Professor of Political Science at Brown University, reacts to the ICE shooting in Minneapolis and the Trump administration's pressure campaigns against Venezuela and Greenland.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on the downsides of AI use at work, and Bloomberg News reporting on restaurants turning to zero-waste menus to combat rising food costs.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Markets move fast. |
| 0:01.7 | Get the insights you need in 10 minutes with Barclays Brief, |
| 0:04.8 | a podcast from Barclays Investment Bank. |
| 0:07.1 | Each week, our experts analyze market themes, |
| 0:09.7 | helping you anticipate what's next. |
| 0:11.6 | Listen to Barclay's Brief wherever you get your podcasts. |
| 0:17.3 | Bloomberg Audio Studios. |
| 0:19.9 | Podcastss Radio News |
| 0:22.2 | This is the Bloomberg Surveillance Podcasts |
| 0:29.0 | Podcasts |
| 0:30.2 | Watch us live weekdays at 7 a.m. Eastern |
| 0:32.8 | on Apple CarPlay or Android Auto |
| 0:35.2 | with the Bloomberg business app. |
| 0:37.4 | Listen on demand wherever you get |
| 0:39.1 | your podcasts or watch us live on YouTube. One of the things we're going to do is talk about retirement |
| 0:45.0 | planning. Martin, Martin Norton is exquisite out of Chicago. She's with Empower, I should say that Empower |
| 0:50.8 | handles the retirement programs of Bloomberg LP. Do you know I have a |
| 0:56.4 | retirement program? I can't retire. No, just keep contributing. I've been in the triple leverage |
| 1:01.7 | all cash fund with Empower forever. Joining us, Marta and Norton. Marta, I read your research note |
| 1:07.4 | and then I look at the retirement planning of empower and empower saying you know what if |
| 1:12.2 | you really believe in equities front load your retirement contribution this year is that a good |
| 1:18.6 | strategy for you are you so bullish that you want to tell people don't do your retirement contribution |
... |
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