Mnuchin a Moderating Force But Lacks Cohn's Gravitas, says Valliere

Mnuchin a Moderating Force But Lacks Cohn's Gravitas, says Valliere

Greg Valliere, Horizon Investments Chief Global Strategist, believes that Secretary Mnuchin will now act as a moderating force in the Trump Administration, though he lacks the gravitas of Cohn. Steve Englander Rafiki Capital Management Head Of Research And Strategy, highlights the difference between a tariff and a quota, and argues that President Trump will soon want the latter. Scott Mushkin, Wolfe Research Managing Director & Senior Research Analyst, predicts that Amazon will have 20% of the share of the consumables market, sucking a lot of share from traditional supermarkets. Michael O'Hanlon, Brookings Senior Fellow: Foreign Policy, believes the Department of Defense could save 5-10% of their budget.

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Episoder(4616)

Bloomberg Surveillance TV: July 29th, 2026

Bloomberg Surveillance TV: July 29th, 2026

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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, July 30, 2026Feat...

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Bloomberg Surveillance TV: July 28th, 2026

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Featuring: Cameron Dawson, CIO of NewEdge Wealth Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations Matthew Hornbach, Managing Director & Global Head: Macro ...

28 Jul 18min

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28 Jul 37min

Bloomberg Surveillance TV: July 27th, 2026

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27 Jul 20min

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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 SweeneyMonday, July 27, 2026Featur...

27 Jul 27min

Tariffs and Geopolitics and the Market Intersection

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, July 24, 2026 Featuring: 1) Joe Lavorgna, Chief Economist as SMBC ...

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