Goldman Sachs' Peter Oppenheimer Talks Global Diversified Portfolios
Bloomberg Talks22 Mar 2024

Goldman Sachs' Peter Oppenheimer Talks Global Diversified Portfolios

Goldman Sachs Chief Global Equity Strategist/Partner Peter Oppenheimer discusses US valuations and markets compared to other parts of the world with Bloomberg's Jonathan Ferro.

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Episoder(3065)

Louisiana Senator John Kennedy Talks Impact of Iran Pressure Campaign

Louisiana Senator John Kennedy Talks Impact of Iran Pressure Campaign

Senator John Kennedy (R-LA) says maintaining sanctions and a blockade on Iran will be "painful" for Americans ahead of the midterms, but argues that sustaining the pressure for several more months may...

29 Jul 11min

Earnings Roundup: Meta, Microsoft & Qualcomm

Earnings Roundup: Meta, Microsoft & Qualcomm

Listen for instant reaction and analysis of megacap tech earnings from Meta, Microsoft and Qualcomm. Meta Platforms gave a disappointing revenue forecast for the current quarter, intensifying investo...

29 Jul 17min

Instant Reaction: Fed Chair Kevin Warsh's News Conference

Instant Reaction: Fed Chair Kevin Warsh's News Conference

Bloomberg’s Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve’s latest policy decision on a special edition of Bloomberg Surveillance. W...

29 Jul 30min

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials left interest rat...

29 Jul 30min

US Energy Secretary Chris Wright Talks Gas Prices, Data Centers

US Energy Secretary Chris Wright Talks Gas Prices, Data Centers

Energy Secretary Chris Wright said that a new $100 billion data center campus built by NextEra energy and Brookfield will be powered by a nuclear and gas supply built on federal lands and will provide...

29 Jul 13min

L'Oreal CEO Nicolas Hieronimus Talks Earnings, Consumer Demand

L'Oreal CEO Nicolas Hieronimus Talks Earnings, Consumer Demand

The CEO of L’Oréal, the world’s largest cosmetics company, says the performance in the Middle East was below expectations but somewhat compensated by a rebound of growth in China. Nicolas Hieronimus s...

29 Jul 12min

SoFi CEO Anthony Noto Talks Record Revenue, Earnings Caution

SoFi CEO Anthony Noto Talks Record Revenue, Earnings Caution

SoFi Technologies announced record second-quarter revenue of $1.2 billion, driven by 40% revenue growth and strong profitability metrics including a 30% EBITDA margin and robust net income margin. The...

29 Jul 6min

Morgan Stanley's Mike Wilson Talks FOMC Preview, Tech Trade

Morgan Stanley's Mike Wilson Talks FOMC Preview, Tech Trade

Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year's biggest winning technology trades. He says hyperscalers will stabilize and semiconductors st...

29 Jul 5min

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