Business
Recession Risk, Supply Chain Pressures & Inflation
On Wall Street Week, Gillian Tett of the Financial Times and Peter Kraus of Aperture Investors discuss the global economy and the week in markets.
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
Chapters:
00:00:00 – Bloomberg: The China Show opens
00:01:10 – Meta posts clear earnings beat, Tesla results remain mixed
00:09:09 – HSTECH drops below 4,000 for the first time in two years
00:10:49 – Exclusive: Barclays’ Kaanhari Singh on Asia equity flows
00:27:04 – China regulator urges e-commerce quality controls
00:30:34 – Breaking: BOK says 2026 and 2027 growth to outpace previous outlook
00:33:50 – Exclusive: Former US House Speaker Kevin McCarthy on midterm elections
00:46:22 – Breaking: Tech stocks lead losses in Asia
00:51:03 – APAC rate decisions in focus
00:57:31 – Exclusive: Former MI6 chief on Iran war fallout
01:06:50 – Breaking: DeepSeek raises $15B in funding deal joined by Tencent, CATL
01:08:47 – DeepSeek deal seeks to challenge US AI labs
01:12:42 – Exclusive: Boston Dynamics founder Marc Raibert on the future of robotics
01:23:25 – China hybrid export surge set to boost automakers’ 3Q earnings
01:30:06 – Breaking: China’s CSI 300 falls 20% from June high
01:32:06 – China and Hong Kong stocks extend losses
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” Wall Street splits on AI as Ken Griffin warns of a bubble and Larry Fink says keep building. Musk weighs a $3.5 trillion SpaceX-Tesla tie-up. United warns on rising fuel costs, while Netflix growth slows. Plus, Per Franzen on AI overinvestment, Matthew Condon on Netflix’s next act, and Sagar Gupta joins us on activist opportunities in tech and media.
Chapters:
00:00:00 – Open Interest
00:02:01 – SpaceX Earnings, Tesla Merger Discussions & AI Revenue Surge
00:04:54 – United Airlines, Fuel Costs & Premium Travel Demand
00:07:45 – Meta Earnings, AI Monetization & Compute Capacity Economics
00:12:53 – High Interest | France Unrest, Airline Profit Pressures & Netflix Growth Slowdown
00:14:07 – Matthew Condon Citizens | Netflix’s Growth Challenges, Content Strategy & Sports Rights Opportunities
00:22:59 – Aoifinn Devitt Moneta | AI Spending Risks, Bubble Concerns & Election Market Impact
00:31:51 – Exclusive | EQT CEO Per Franzen on AI Investment, Data Centers & Private Markets
00:32:11 – Top Calls | United Airlines Upgrade, Zoom AI Momentum & Chipotle Downgrade
00:34:14 – AI Infrastructure Demand, Cost of Capital & Data Center Capacity Constraints
00:43:51 – AI Bubble Risks, Portfolio Positioning & Fixed Income Strategy
00:52:51 – Tesla-SpaceX Merger Mechanics, Governance & Shareholder Questions
00:55:52 – Sagar Gupta Anson Funds | AI Activism, Small-Cap Opportunities & Lionsgate M&A
01:04:56 – Ken Griffin on AI Bubble Risks, GPU Economics & Anthropic Spending
01:13:33 – Kyle Clark Beta Technologies | Electric Aviation & FAA Milestone Approval
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Nasdaq President Nelson Griggs says no rules were broken in winning the SpaceX initial public offering, which could be the largest ever. He does talk about new rules that let companies get added to its index faster. He speaks on “Bloomberg Open Interest.”
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In August, President Trump said the CFTC was working on bringing a crypto platform called Hyperliquid into the United States “in a fully compliant and legal fashion.” What exactly is Hyperliquid?
CEO and Co-founder Jeff Yan joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to explain how the platform works and how he plans to bring the entire financial industry onto Hyperliquid.
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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 than “Bloomberg Surveillance.”
Chapters:
00:00 SpaceX Surge, Big Tech Earnings and Tesla Merger Talk
04:23 Earnings Growth Is Making Stocks More Attractive — Aaron Kennon, Clear Harbor Asset Management
17:01 Data Center Backlash Could Grow Into 2028 — Brian Gardner, Stifel
31:07 SpaceX-Tesla Combination Is ‘Extremely Tangible’ — Pierre Ferragu, New Street Research
40:52 Many Neoclouds Won’t Be Here in Five Years — Gil Luria, DA Davidson
51:03 Broader Stock Rally Can Continue to Year End — John Stoltzfus, Oppenheimer
1:04:08 Anti-Data Center Message Is Winning With Voters — George Pollack, Signum Global
1:16:25 Investors Need to Measure AI Concentration — Akhil Bansal, Carlyle
1:29:46 Netflix’s Ad Problems Are Fixable — Alicia Reese, Wedbush
1:40:38 Growth Rates Need to Hold Up Into 2027 — Matt Stucky, Northwestern Mutual
1:52:36 Meta’s ‘Muse Moment’ Is Finally Here — Ron Josey, Citi
2:06:16 Bond Market Gives the Fed a Green Light to Wait — Mark Cabana, BofA Securities
2:15:00 United CEO Makes the Case for a US Wealth Tax — Scott Kirby, United Airlines
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@sidewalker6003
December 23, 2023 at 10:26 am
the guy doesnt make sense and has less touch with reality
@NotABot007
December 23, 2023 at 10:26 am
This guy is in full denial.
@claradidi7573
December 23, 2023 at 10:26 am
When the markets like this, it’s your patience that gets tested more than your trading skills. Most of us get in to crypto for the fast & volatile markets but the ones who can sit on their hands & stick to the plan for months on end are the ones who will make life changing money.>
@networth8754
December 23, 2023 at 10:26 am
0:53 "We will have a persistent expansion accompanied by significantly higher interest rates and a reduction in the balance sheet" and if you believe this BS I have a stock tip for you. You have to understand the bias most of these talking heads on Bloomberg and CNBC have.
@khamlecksivongthong3954
December 23, 2023 at 10:26 am
No fixing by Us just let it happens.
@mikenelson7669
December 23, 2023 at 10:26 am
i wiLL forever be indebted to YOU,You've changed my life in the best possible way you can i will continue to hear your've saved me from a huge financial debts with just little investment,thanks so much Mrs Jessica Jackson?
@Reggaebeatman
December 23, 2023 at 10:26 am
Interest rares are going up as result of inflation due to self induced Covid supply chain disruptions, helecopter money, geo political risk, not because of a healthy economy? Once Fed tightens then that will cause demand destruction and recession and so they will need to cut again……and possibly more helecopter money.
@jon_nomad
December 23, 2023 at 10:26 am
I suspect the supply chain crisis is not real but staged by industrial suppliers to increase prices. Many major industrial suppliers are stockpiling goods but blamed the shortage on supply chain. On the short term they are not making much but on the longer term they will make huge margin gains. They can do that because they have a lot of liquidity in their coffers at this moment.
@hm-ys4ym
December 23, 2023 at 10:26 am
Stealing money from savers by using monopoly money has its repercussions.
@jchoi9340
December 23, 2023 at 10:26 am
Peter Kraus is a moron. Amazing to see someone say so much unintelligible nonsense. Everything he said was baseless gibberish. You know something is wrong when someone contradicts themselves over and over
@cliffaverell296
December 23, 2023 at 10:26 am
You have to be stupid if you honestly believe were not heading into a recession..look at the big picture…gas prices,,food prices, are all soaring..add to that rents,,there also going through the roof,and supply chain issues,,have you priced furniture in the last two yes..furniture has gone up at least 50% in just the last few years,,with china shutting down Shanghai,,more disruptions,, and supply restraints will again force retailers to continue to raise prices again,,gave you priced cars lately..or used vehicles..way up in prices,and things are going to get much worse and more expensive,,eventually its going to affect 65 % of the workers.people will stop spending,,and small retailers will shut there 🚪 doors..and the restaurants will start to feel the pain again when people stop going out to eat because there watching what they spend, big crash coming..it might take a yr or two but its coming..theres no stopping hyperinflation..
@financialm3771
December 23, 2023 at 10:26 am
Gillian gets it
@COVIDisA_HOAX
December 23, 2023 at 10:26 am
BUILD BACK BETTER HAHAHAHAHAH 81 MILLION VOTES HAHAHAHAHAHAH
@peaceandfreedomeconomics8984
December 23, 2023 at 10:26 am
Wages aren't going up. Wtf is Peter smoking??
@ElegantHipster
December 23, 2023 at 10:26 am
Peter wearing Xanadu as a neck tie. I like his confidence. Just like that dead person backing towards a selfie at the g canyon
@alexn1203
December 23, 2023 at 10:26 am
soon we see s&p 500 at 5300$
@pranjayarora8115
December 23, 2023 at 10:26 am
RUSSIA INTEREST RATE DROP FROM -20-17% USDRUBBEL BEARISH (2) CENTRAL BANK🏦 INTEREST RATE SIMILAR TO COMPANY RESULT TO TRADE FOREX WITH TECHNICAL INDICATORS(3) BITCOIN LIMITED FIAT UNLIMITED SUPPLY INFLATIONARY HEDGE WHOEVER INVEST 1 MILLION USD MINIMUM LIKE
@johngordon880
December 23, 2023 at 10:26 am
Really love to see Peter and all his plastic I'll gotten wealth slip off the edge and disappear forever.
@barfly1984
December 23, 2023 at 10:26 am
Before every recession unemployment is at record lows. What's more likely, unemployment goes even lower or starts to tick up? Side note – Bankruptcies up over 30% in March..
@sesi5289
December 23, 2023 at 10:26 am
I think Peter is playing Pollyanna to keep people put their money to stocks."Oh we don't have recession because Elon Musk buying twitter" rick guys buying a lot of things especially in the recession times ,what about poor guys Peter? he is talking nonsense
@hatsappme5271
December 23, 2023 at 10:26 am
Nice
@AppleiPhoneHelp1
December 23, 2023 at 10:26 am
Internet of Things will change the World !
@curtissjody5784
December 23, 2023 at 10:26 am
<<ADVICE >>
Inflation is killing my budget and my salary. I can't invest and it seems like I will need to sell a part of my portfolio to keep my head above the water this year.<<ETH, BTC>>
@chanellebeebee5066
December 23, 2023 at 10:26 am
The video content is so excellent, congratulations
@Kenneth_James
December 23, 2023 at 10:26 am
US is only letting inflation run because they let people get a bit of a raise. Gotta keep em poor
@ruthierod8276
December 23, 2023 at 10:26 am
Irrespective of the economic downturn this is the best time to invest in crypto and gold, and I'm glad I'm making some profits.
@srikark3532
December 23, 2023 at 10:26 am
At this point as per the data the U.S. is not heading for recession. But the Fed needs to access the data frequently for any signs of recession or stagflation and act accordingly. Even if Fed can bring down the inflation to 3% without getting into recession it is acceptable. Right now we need to focus around these three uncertain areas, supply chain disruptions, covid and Oil (due to war in Ukraine).
@usa9116
December 23, 2023 at 10:26 am
The sick man, Joe, will destroy our country!!!
@KJSvitko
December 23, 2023 at 10:26 am
The virus and the war in Ukraine are the two biggest factors driving inflation.
Once the virus is endemic and most people are vaccinated that risk will be reduced and things will open up.
The war in Europe will wake people up to the risks of depending on importing fossil fuels and Russia in particular.
Wind and solar energy can be produced at home and there is no need to import fossil fuels.
Time to go all in on wind and solar and electric vehicles.
@KJSvitko
December 23, 2023 at 10:26 am
The zero virus policy in China will disrupt supply chains around the world.
Long supply chains are a risk to the economy. Time to manufacture goods back home and reduce off shoring.
@JohnDoe-fb1uk
December 23, 2023 at 10:26 am
EVERYBODY is reaping EXACTLY what they sowed. ZERO EXCEPTIONS. ZERO EMPATHY.
@volodymyrcocainesky6318
December 23, 2023 at 10:26 am
Send more weapons please. We are winning here against the Russia! Ukraine is free for US. to investing your own future! I will win the War! and i will give all Russia oil to US. government. Thank to Joe Biden for take care Ukrainian people. 😀
@ahmedalsharman
December 23, 2023 at 10:26 am
We are not entering a depression not a recession.