Business
Wall Street Week 12/01/2023
On this edition of Wall Street Week, Catherine Keating, BNY Wealth Management CEO explains what the markets got wrong about November. Lawrence H. Summers, Former US Treasury Secretary, discusses his opportunity to help oversee OpenAI, and the legacies of Henry Kissinger Charlie Munger. Joseph Sitt, Thor Equities Founder & Chairman, takes us through the investors’ perspective on Mexico. Jean-Yves Fillion, BNP Paribas USA Vice Chairman, gives us his perception of the global economy.
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Nuveen Head of Fixed Income Strategy Tony Rodriguez, State Street Global Head of Gold Strategy Aakash Doshi, Coresight Research Founder & CEO Deborah Weinswig, Principal Venture Partners Founder & Managing Partner Songyee Yoon, Alphasimplex Chief Research Strategist Katy Kaminski, Principal Asset Management Chief Investment Officer & Global Head of Equities George Maris, Morgan Stanley Equity Research Managing Director Alex Straton, MNTN CEO Mark Douglas, & Former HUD Sectretary Henry Cisneros.
Chapters:
00:00:00 Bloomberg The Close
00:01:12 Fed Minutes, Inflation Fears & Rising Treasury Yields
00:03:26 Nuveen on Bonds, Inflation & AI Debt Issuance
00:10:14 State Street on Gold, Geopolitics & the Fed
00:16:21 Top Calls
00:17:40 Levi’s Earnings Preview: Beyond Denim Growth Strategy
00:23:22 AI Infrastructure: Are Hyperscalers Overspending?
00:30:53 Stock of the Hour: Alibaba’s AI & Cloud Comeback
00:36:39 AlphaSimplex on Volatility, Oil & Inflation Risks
00:43:13 Closing Bell
00:46:35 Energy Stocks Rally While Airlines & Travel Sink
00:54:21 Post-Close: Tech Volatility and AI Leadership
00:56:30 Principal Asset Management on Navigating Market Volatility
01:02:05 Levi’s Earnings Beat: Guidance Raised
01:02:35 Morgan Stanley’s Retail Outlook for Earnings Season
01:08:28 Meta’s Cloud Ambitions & AI Infrastructure Debate
01:20:27 Toyota Expands U.S. Manufacturing in Texas
01:28:26 What to Watch
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Bloomberg’s Nic Querolo joins Katie Greifeld on “Bloomberg Real Yield.” After decades of drawing in tens of thousands of new residents as gleaming apartment towers rose near the Hudson River waterfront across from Manhattan, Jersey City has suddenly found itself teetering on the financial brink.
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“The next for them will obviously be data centers in space… And there’s only one company in the world that can pull that off, SpaceX,” says Marathon Asset Management CEO Bruce Richards.
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Media veteran Michael Wolf discusses Allen & Company’s annual Sun Valley Conference and breaks down the mega deals that are reshaping the entertainment industry. He explains why free ad-supported content is the unsung winner of the streaming wars, and digs into the ways AI is changing the value of content.
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“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Singapore with Shery Ahn and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.
Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:02:29 – SK Hynix prices US offering at $149 per share
00:06:35 – Micron boosts spending on US plants to $250B
00:12:41 – Futurum’s Brendan Burke on SK Hynix’s US debut
00:21:02 – Trump’s Iran truce in limbo after renewed strikes
00:26:22 – Neolix Executive President Will Zhao on business outlook
00:33:25 – Japan’s Seven & I, Fast Retailing lift full-year outlooks
00:37:20 – India and Australia clinch energy, security deals
00:41:46 – BREAKING: Japan’s producer prices pick up to fastest pace since early 2023
00:43:20 – Why young investors are taking on so much risk
00:47:34 – Markets open in Japan, South Korea and Australia (8A) SK Hynix ADR to list on Nasdaq Friday
00:49:28 – SK Hynix ADR to list on Nasdaq Friday
00:54:13 – OCBC’s Vasu Menon on investment strategy
01:01:08 – US, Iran holding technical talks on nuclear deal: FOX
01:06:35 – Telstra ‘warned about outage risks’: ABC
01:15:19 – Counterpoint Research’s Wei Sun on China tech outlook
01:22:43 – Big Take: China’s CXMT built to dodge US chip curbs
01:28:19 – How India can catch up in the AI race
01:31:30 – HK allows dogs in restaurants for first time in decades
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More on Bloomberg Television and Markets
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@joealonzo536
December 13, 2023 at 7:02 am
The key to knowing the state of the economy today is. Question: Can I afford in the Biden administration what I could afford in the last administration? And the answer is: NO, YOU CANNOT. If you expended all your savings and you are living your life on credit or a loan, you do not even own your life today. Biden is giving the Trillions of dollars of the “Inflation reduction act” money to billionaires to the same wealthy people of always. The good or bad thing is you get to pay by force though the years the money given to the rich.
@moebaby2007
December 13, 2023 at 7:02 am
Title should say, two legends, a great investor and a war criminal.
@r.l.patterson6265
December 13, 2023 at 7:02 am
f
@Ann-kb6hj
December 13, 2023 at 7:02 am
Whoa. Ann cat.
@RussellTucker-np3yw
December 13, 2023 at 7:02 am
Great show! Many thanks.
@francishubertovasquez2139
December 13, 2023 at 7:02 am
Was that because the organizations per se speaks of itselves that's why diplomats were less often used now. A changing world economic stage environment. If that's so, then alliances and formation of new alliances will crop up. Some new alliances are legit new groups while other new alliances are front of the bigger alliances. Like galaxy formations. And aside from building stronger businesses and economies each alliance shall arm themselves for security. But for the time being the big alliances in competition for dominance are the major economic power. Like product promotion they shall attempt to dominate the market, the currency, the media, and the major products as economic determinants and of course space around Earth.
@VikramPoddarComedian
December 13, 2023 at 7:02 am
The first time I had a tequila, I swallowed the lemon
@Smart_Investing
December 13, 2023 at 7:02 am
Authenticity…..ahhh, great topic for anyone to discuss when it comes to A.I. Im 100% for authenticity which is why i make my videos with authenticity, verification, and watermarks! So many people will continue using A.I. for negative sentiment and silly videos though.
@rondrake3720
December 13, 2023 at 7:02 am
I don’t t totally believe what she’s saying
@geirarnesen6531
December 13, 2023 at 7:02 am
Catherine Keating telling fairy tales! Poor job of the interviewer not to challenge her bias B/S.
@ojwh
December 13, 2023 at 7:02 am
Nice to see Larry Summers in the studio. Looks great.
@scottaustin7237
December 13, 2023 at 7:02 am
Read your history. The Kissinger legacy is dripping in blood.
@dougwoods4727
December 13, 2023 at 7:02 am
Thank you for doing this piece on Charlie Munger. I watched it in reflection and reverence. God Bless You Mr. Munger. God bless You sir, and Rest in Peace. You will forever be loved in the hearts of many.
@user-od2kz1sz3i
December 13, 2023 at 7:02 am
Thank you David Westin for such a thoughtful and serious program on finance and politics and their application to individuals and businesses. I enjoy learning from your show at the end of each week. Any time I hear your name mentioned during the week, I always stop what I'm doing to listen.
@villagecpa
December 13, 2023 at 7:02 am
Thanks, Obama!
@jimmydean9602
December 13, 2023 at 7:02 am
9:30 Harry and Charlie
@lawrencefeldman462
December 13, 2023 at 7:02 am
Mexico seems interesting now fast the market is recognizing the potential.
I've seen a number of my senior friends move to Mexico from the States after retirement to Florida. Pick up and move for the better housing and overall costs. New retirement venue.
@dejabu24
December 13, 2023 at 7:02 am
like president Trump once said , you can say many things about me but not that I'm stupid , that also applies to Summers , Kissinger and Munger
@leoa1893
December 13, 2023 at 7:02 am
Let's hope summers is next…
@user-sm9ms6yw9p
December 13, 2023 at 7:02 am
Thanks you
@randomdude7384
December 13, 2023 at 7:02 am
Why have you stopped posting the Real Yield Show? You haven't posted a new episode in a month.
@user-vp5mj6ob6x
December 13, 2023 at 7:02 am
Большие заносы сегодня) хорошо что ты понимаешь как тут играть, а то так и слиться можно на изях)
@felixkazteyanoz
December 13, 2023 at 7:02 am
Xochilt Galvez is a big time corrupt mfckr just like any corrupt democrat, I don't even understand how Bloomberg give that rat any credibility.
@Balance-yz4qg
December 13, 2023 at 7:02 am
In approximately 8 months from now the Port of Miami is going to
be the 4 largest exporter of goods to
🇺🇦….
@inman586
December 13, 2023 at 7:02 am
The Success behind every Rich person today is the decision they made for themselves, I'm so happy with a good investment I'm able to acquire my third house recently even as a father having 4 kids and my wife is late, I just believe if things keep going well for me I would retire early.
@christidavis6182
December 13, 2023 at 7:02 am
Wall Street Week
12/01/2023