Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 AI Reality Check, Oil Retreat & Higher Rates — Bloomberg Surveillance
04:44 AI Rotation, Not Market Liquidation — Keith Lerner, Truist Advisory Services
18:21 Red Sea Blockade, Iran Escalation & Military Strategy — Col. Wayne Sanders (Ret.)
32:18 Intel’s AI Comeback, CPUs & Inferencing — Angelo Zino, CFRA
42:22 Oil’s Biggest Risk Is Still Ahead — Rebecca Babin, CIBC
54:40 Higher Yields, Oil Shock & Market Fatigue — Dan Greenhaus, Solus Alternative Asset Management
01:06:46 Inflation Hits Home, Midterms & Higher Costs — Monica Guerra, Morgan Stanley Wealth Management
01:18:57 Wall Street’s New AI Reality — Michael Ventura, RBC Capital Markets
01:30:42 Defense Spending, AI & America’s Industrial Base — Sen. David McCormick (R-Pa.)
01:41:30 September Rate Hike? — Meghan Swiber, BofA Securities
01:52:44 AI Agents, Cybersecurity & China’s AI Race — Jeetu Patel, Cisco
02:07:27 Hike Now or Risk Falling Behind — Neil Dutta, Renaissance Macro Research
02:18:46 Tech Beyond the Magnificent Seven — Kara Murphy, Kestra Investment Management
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.
Watch more here: https://www.bloomberg.com/btv/series/bloomberg-surveillance
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