Bloomberg Surveillance TV: April 14, 2025

Bloomberg Surveillance TV: April 14, 2025

- Peter Tchir, Head: Macro Strategy at Academy Securities
- Nela Richardson, Chief Economist at ADP
- Henrietta Treyz, co-founder and Managing Partner at Veda Partners
- David Ellison, Portfolio Manager at Hennessy Funds

Peter Tchir, Head: Macro Strategy at Academy Securities and ADP's Nela Richardson discuss the outlook for equities and potential for further market volatility amid uncertain tariff policy from the Trump administration. Henrietta Treyz, co-founder and Managing Partner at Veda Partners, discusses President Trump's tariffs and the GOP tax plan. David Ellison, Portfolio Manager at Hennessy Funds, reacts to Goldman Sachs earnings.

See omnystudio.com/listener for privacy information.

Episoder(4338)

Currie: markets are no longer pricing on demand fears

Currie: markets are no longer pricing on demand fears

Goldman Sachs global head of commodities Jeff Currie discusses copper lagging the rest of the commodity market on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...

12 Apr 201620min

Sweig: tourists will find Cuba is underdeveloped country

Sweig: tourists will find Cuba is underdeveloped country

The University of Texas at Austin's Julia Sweig weighs in on normalizing relations with Cuba on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informat...

12 Apr 201611min

Nelson: Rates for big corporations are at historical lows

Nelson: Rates for big corporations are at historical lows

Harris Williams' Ryan Nelson discusses the middle market and how rates are at a low but rising and pulling cash off the balance sheet there are little incremental cost. He speaks with Tom Keene and Mi...

11 Apr 201611min

Gray: Markets are insanely competitive

Gray: Markets are insanely competitive

Alpha Architect Founder Wesley Gray discusses markets and says its really important to understand the details of what you are really doing when it comes to back testing. He speaks with Tom Keene and M...

11 Apr 20168min

Feroli: Hopeful that the Q2 will improve

Feroli: Hopeful that the Q2 will improve

JPMorgan's Mike Feroli discusses GDP Growth and productivity. He says in March half the committee saw inflation towards the down side and we should focus on the labor market data. He speaks with Tom K...

11 Apr 201622min

Peck: Marissa Mayer invovled with Yahoo transaction discussion

Peck: Marissa Mayer invovled with Yahoo transaction discussion

Suntrust Internet Reseach analyst Robert Peck discusses Yahoo and how Marissa Mayer still is apart of the process as well as thinking the core part of the company is worth 6 billion dollars. He speaks...

11 Apr 201620min

Stovall: consumer discretionary to lead earnings season

Stovall: consumer discretionary to lead earnings season

S&P's Sam Stovall discusses earnings season on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

11 Apr 201622min

Faber: there are short-term opportunities in the Yen

Faber: there are short-term opportunities in the Yen

Cambria Investment Management's Meb Faber weighs in on the Yen and Japanese equities on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

11 Apr 201620min

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