Staying Invested amid Market Risks

Staying Invested amid Market Risks

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 19th, 2025
Featuring:
1) Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, joins to talk about the US equity outlook, geopolitical and tariff risks, and US exceptionalism. Investors are turning their attention to earnings from US consumer giants for clues on the impact of tariffs, according to the text.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, joins to talk markets blowing past tariffs post-Liberation Day and whether there's too much focus on risk rather than staying invested. Meanwhile, options traders are grabbing insurance to protect themselves from a potential plunge in technology stocks in the coming weeks, according to Bloomberg.
3) Doug Kass, president and founder at Seabreeze Partners, offers his macro, tech, and AI outlooks. Money markets are currently betting the Fed will deliver its first rate cut for the year in September, as labor-market weakness outweighs inflation risks, with another move expected before year-end.
4) Kristen Bitterly, Head: Wealth At Work at Citi Global Markets, talks asset allocation for long term investors and concern from clients amid a variety of market risks.

See omnystudio.com/listener for privacy information.

Jaksot(4343)

Single Best Idea with Tom Keene: Dan Ives & Drew Matus

Single Best Idea with Tom Keene: Dan Ives & Drew Matus

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Drew Matus of Met...

26 Helmi 3min

Bloomberg Surveillance TV: February 26th, 2026

Bloomberg Surveillance TV: February 26th, 2026

Featuring: Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management Angelo Zino, Senior VP & Head of Technology at CFRA Andrew Bishop, Senior Partner & Global Head of Policy Res...

26 Helmi 21min

Nvidia Fails to Stoke AI Trade

Nvidia Fails to Stoke AI Trade

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, February 26th, 2...

26 Helmi 27min

Single Best Idea with Tom Keene: Mandeep Singh & Sonal Desai

Single Best Idea with Tom Keene: Mandeep Singh & Sonal Desai

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Bloomberg Intelligence’s Mandeep Singh & Sonal D...

25 Helmi 3min

Bloomberg Surveillance TV: February 25th, 2026

Bloomberg Surveillance TV: February 25th, 2026

Featuring: Julian Emanuel, Senior Managing Director & Chief Equity & Quantitative Strategist at Evercore ISI Adam Posen, President of the Peterson Institute for International Economics Kelly Ann Shaw...

25 Helmi 21min

Nvidia Earnings Loom for AI-Obsessed Stock Market

Nvidia Earnings Loom for AI-Obsessed Stock Market

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, February 25th, ...

25 Helmi 32min

Single Best Idea with Tom Keene: Douglas Irwin & Nathan Dean

Single Best Idea with Tom Keene: Douglas Irwin & Nathan Dean

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Dartmouth’s Douglas Irwin & Nathan Dean of Bloom...

24 Helmi 2min

Bloomberg Surveillance TV: February 24th, 2026

Bloomberg Surveillance TV: February 24th, 2026

Featuring: Bob Michele, Managing Director, CIO & Head: GFICC at JP Morgan Investment Management Doreen Edelman, Partner & Chair: Global Trade Policy at Lowenstein Sandler Beth Kindig, CEO & Lead Tech...

24 Helmi 18min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
herrasmieshakkerit
ostan-asuntoja-podcast
taloudellinen-mielenrauha
rss-sami-miettinen-neuvottelija
rahapuhetta
juristipodi
rss-startup-ministerio
rss-paasipodi
rss-draivi
pomojen-suusta
rss-lahtijat
rss-rikasta-elamaa
rss-pinnan-alla-kiehuu
rss-sisalto-kuntoon
rss-seuraava-potilas