Bloomberg Surveillance TV: October 31st, 2025

Bloomberg Surveillance TV: October 31st, 2025

- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management
- Gene Munster, Managing Partner at Deepwater Asset Management
- Ed Mills, Washington Policy Analyst at Raymond James
- Winnie Cisar, Global Head of Strategy at CreditSights

Jim Caron, CIO at Morgan Stanley Investment Management, talks equity valuations and the disconnect between markets and the economy. Gene Munster, Managing Partner at Deepwater Asset Management, give his take on the week's megacap tech earnings. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss Nvidia CEO Jensen Huang's hopes to sell the company's advanced Blackwell chips in the Chinese market. Winnie Cisar, Global Head of Strategy at CreditSights, weighs in on Meta's massive debt sale.

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(4693)

Energy Driven Inflation Risks, Mounting US Debt & The Case Against Cutting Social Security

Energy Driven Inflation Risks, Mounting US Debt & The Case Against Cutting Social Security

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Centerview Partners Senior Counselor, Council on Foreign Relations President Em...

12 Sep 35min

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

Populärt inom Business & ekonomi

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