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Bloomberg Surveillance

What a Second Trump Term Means for NATO and Markets

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 8 November 2024

⏱️ 36 minutes

🧾️ Download transcript

Summary

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 8th, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:

  • Michael Shaoul, Portfolio Manager at Ion Asset Management, discusses commodity pricing, and how investors are pricing in the jobs report, the Fed, and a second Trump admin
  • Jessica Taylor with Cook Political Report on House/Senate races and Trump's transition team
  • James Stavridis, Bloomberg Opinion columnist and former Supreme Allied Commander of NATO, on his new Opinion column on what a Trump administration means for NATO and
  • Lisa Mateo on newspapers

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

When the rest of the markets slow down, the futures market keeps moving.

0:04.9

Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity?

0:12.0

In the ETF markets, volume and liquidity lessens after 4pm until the next morning.

0:17.1

But with futures, you get trading opportunities both day and night.

0:21.1

Learn more at CMEgroup.com slash equity futures.

0:25.8

What would you like to hear about on Bloomberg Radio?

0:29.6

Help make shows like ours even better by taking our Bloomberg audience survey.

0:34.7

Visit YouTube.com slash Bloomberg Podcasts

0:37.7

and click the link in our profile

0:39.9

or community section to take the survey.

0:43.1

It is hosted by our partners' material.

0:45.9

Fill it out now at YouTube.com

0:48.2

slash Bloomberg Podcasts.

0:53.8

Bloomberg Audio Studios.

0:56.6

Podcasts, Radio News.

1:03.4

This is the Bloomberg Surveillance Podcasts.

1:06.8

Catch us live, weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app.

1:13.5

Listen on demand wherever you get your podcasts or watch us live on YouTube.

1:18.2

Joining us now is Michael Shoal. You know him from Marketfield and Oscar Grus years ago.

1:23.7

He's with Eon. Am I pronounced it? Ion. Ion. EI-E-I-O, ION, ASEITMENT.

1:29.3

ION ASAT Management.

1:31.3

And on the front page of the ION asset management website is my foundational thinking here,

...

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