Trump Arrives at Davos for Keynote Address
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 22 January 2026
⏱️ 35 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
Wednesday, January 21st, 2026
Featuring:
1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
2) Jonathan Maxwell, Co-Founder & CEO at Sustainable Development Capital
3) Dana Telsey, CEO & Chief Research Officer at Telsey Advisory Group
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News report on colleges deploying AI in their admissions process.
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 |
| 0:38.7 | you get your podcasts or watch us live on YouTube. Julian Manuel is Chief Equity and Quantitative |
| 0:44.8 | Strategist at Evercore ISI weaned off of Edward Heimman and he joins us here this morning. I |
| 0:51.0 | actually read your note this morning. Usually I skim him. Oh Julian, J-U-L-I-A-N. |
| 0:55.7 | I actually read the thing. Can you make a termination with only 9% of market cap in? |
| 1:02.4 | Is it just still too early? It's difficult in general, and it's one of those ones where, like, |
| 1:07.7 | the financials tend to skew things, then it gets reversed later on but look there's |
| 1:13.2 | every indication as has been the case the last several quarters that earnings are going to be strong |
| 1:19.1 | and the surprise element gets you to low double digits which you know frankly in in this environment |
... |
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