Staying Invested amid Market Risks
Bloomberg Surveillance19 Aug 2025

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.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(4692)

Bloomberg Surveillance TV: September 11th, 2026

Bloomberg Surveillance TV: September 11th, 2026

Featuring: David Kelly, Chief Global Strategist at JPMorgan Asset Management Tiffany Wilding, Economist at PIMCO Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management See omnystudio.c...

11 Sep 23min

CPI and National Security since 9/11

CPI and National Security since 9/11

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 SweeneyFriday, September 11th, 2...

11 Sep 30min

Bloomberg Surveillance TV: September 10th, 2026

Bloomberg Surveillance TV: September 10th, 2026

Featuring: Mike Reid, Senior US Economist at RBC Capital Markets Libby Cantrill, Managing Director & Head of Public Policy at PIMCO Gene Munster, Managing Partner at Deepwater Asset Management See ...

10 Sep 19min

PPI and Market and Geopolitical Risks

PPI and Market and Geopolitical Risks

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, September 10th,...

10 Sep 35min

Bloomberg Surveillance TV: September 9th, 2026

Bloomberg Surveillance TV: September 9th, 2026

Featuring: Mike Wilson, Chief US Equity Strategist & Chief Investment Officer at Morgan Stanley Bruce Van Saun, CEO of Citizens Financial Group Mike Feroli, Chief US Economist at JPMorgan See omny...

9 Sep 19min

Rate and Market Uncertainty

Rate and Market Uncertainty

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, September 9th,...

9 Sep 38min

Bloomberg Surveillance TV: September 8th, 2026

Bloomberg Surveillance TV: September 8th, 2026

Featuring: Barbara Reinhard, CIO: Multi Asset Strategies & Solutions at Voya Investment Management Gil Luria, Head of Technology Research at DA Davidson Stephen Stanley, Chief Economist at Santander ...

8 Sep 18min

Geopolitical Risks and Market Uncertainty

Geopolitical Risks and Market Uncertainty

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 SweeneyTuesday, September 8th, 2...

8 Sep 30min

Populärt inom Business & ekonomi

framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
24fragor
uppgang-och-fall
bathina-en-podcast
avanzapodden
badfluence
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
lastbilspodden
tabberaset
fill-or-kill
kapitalet-en-podd-om-ekonomi
rss-dagen-med-di
rss-hos-psykologen
borsmorgon
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet