Business
Putin, Xi Top the Eurasia Group’s Risk List for 2023
Eurasia Group President Ian Bremmer discusses the top risks facing the world in 2023. He says “super empowered individuals” such as Russia’s Vladimir Putin and China’s Xi Jinping top the list. He speaks to Tom Keene on “Bloomberg Surveillance.”
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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
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Warren Buffett’s three children are preparing to take responsibility for one of the world’s biggest fortunes.
Buffett is worth about $150 billion and has pledged to give away the vast majority of his wealth.
When he dies, Susie, Howard and Peter Buffett will have to agree unanimously on how to give away what remains.
The siblings already back very different causes, from early education to food security and conflict mitigation.
But they still haven’t decided how they’ll distribute the fortune, with Susie Buffett saying: “We don’t know yet.” Charlie Wells joins Caroline Hepker and Stephen Carroll on Bloomberg Radio to discuss.
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Get a jump start on the US trading day with Dani Burger on “Bloomberg Open Interest.” AI gets a gut-check as a data-center debut crashes on valuation and debt fears. GM tightens its profit outlook and launches a $20 billion buyback. Plus, Dani Burger live from Citadel’s Future of Global Markets Conference with Scott Rubner, Jim Esposito and Konstantine Buhler on AI, markets and what’s next.
Correction: This video was edited to correct the name of the firm, Sequoia Capital, that aired at 10:40 a.m. ET.
Chapters:
00:00:00 – Open Interest
00:01:24 – Nvidia, Anthropic, AI Infrastructure Spending & Semiconductor Recovery
00:05:48 – AI Monetization, CoreWeave Risks & Enterprise AI Demand
00:10:13 – Transportation Trends, Logistics Costs & Economic Signals
00:14:32 – Rubio Denies Cutting Urkraine Intelligence
00:19:43 – Stocks Slips as AI Jitters Return
00:30:15 – Top Calls | Major Analyst Ratings Changes Across Tech, Industrials & Consumer Stocks
00:31:42 – AI Trade Loses Momentum
00:36:56 – Scott Rubner Citadel Securities Conference
00:56:40 – Labor Market Health, Inflation Outlook & Federal Reserve Expectations
01:10:14 – Jim Esposito | Citadel Securities Conference
01:21:36 – Konstantine Buhler Sequoia | Venture Capital, AI Startups & Private Market Opportunities
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@louistan7560
December 31, 2023 at 1:07 am
Eurasia, like the CSIS and its like sets of septic tanks, have lost the reverence they once had. They can continue singing to themselves. The wind has changed. The US Mask has been blown away. But the Naked Emperor continues to strut. Except this time to Ignominy.
@dancerinmaya6813
December 31, 2023 at 1:07 am
Ian Bremmer is a tool, it's no different from the past ten years.
@freedom3040
December 31, 2023 at 1:07 am
I would put Turkey as number three.
@daveng8887
December 31, 2023 at 1:07 am
Crap
@stuartkatsuta8871
December 31, 2023 at 1:07 am
Soft
@elijahmsheriff1916
December 31, 2023 at 1:07 am
USA is creating so much problems in the world.
@katubird2814
December 31, 2023 at 1:07 am
This world should be better if you didnt exist such a divided mindset
@katubird2814
December 31, 2023 at 1:07 am
The biggest RISK is YOURSELF..stop messing with others..mind your own problems…you are not the world..
@cheemengsiew288
December 31, 2023 at 1:07 am
Ian
@cheemengsiew288
December 31, 2023 at 1:07 am
Iam
Be balanced
@stinsoncal8393
December 31, 2023 at 1:07 am
Weak Xi is confused about partnering with evil Putin!
@raginald7mars408
December 31, 2023 at 1:07 am
we are at 1938 again
all those Super Smarts
with Zero Impact
1 crazy
destroys us all
@MrManny075
December 31, 2023 at 1:07 am
Does this guy say anything that goes against the US interest Like telling the truth no matter what? If not so what's the point?
@VL-inquisitor
December 31, 2023 at 1:07 am
Eurasia predicted in early 2022 that the biggest global risk was China's covid zero policy, bringing about global supply chain disruptions, shortages in labor, raw materials and finished goods, as well as inflation. That did not happen. In fact, despite the stringent covid measures, China is still expected to grow its GDP by 3.2% in 2022 (source: IMF). By comparison, the USA is expected to post a very muted 1.5% GDP growth in 2022. In fact, every facet of such global risk (supply chain disruptions, labor shortages, inflation) has been more relevant to the USA and the Euro zone instead.
In 2023, Eurasia has likewise placed China on top 2 risk, labelling it as 'Maximum Xi'. On the contrary, a resilient China that is finally opening up and its effective centralized administration may be the biggest stablizing factor for global trade and economy rather than being a risk factor.
Personally, I believe the biggest global risk in 2023 is the severe slowdown in global economic activity triggered by interest rate hiking by the USA and western countries. Some countries may face stagflation and some may see recession risks. Emerging countries may experience default risks on its hard currency borrowings.
@isaackys
December 31, 2023 at 1:07 am
The guy is obviously paid by the CIA.
@eddiecorleone5788
December 31, 2023 at 1:07 am
Congratulation, you manage to name all of our allies in Asia in 2 words, Japan and South Korea. They also happen to be the only 2 countries we troops stationed in.
@user-xv8qu4qt7w
December 31, 2023 at 1:07 am
Don't concern other countries, they should make your own country better.
@fatmanslim4592
December 31, 2023 at 1:07 am
You can't beat the chinese in a fair economic game like innovation and economic efficiency so you use underhanded methods. Look at how they bashed Japan and then forced unequal treaty when japan was rising after WW2. They feared japan, and japans lost decade today is due to western diplomacy.
@fatmanslim4592
December 31, 2023 at 1:07 am
ahhh the G7, aka the mafia, run by the former colonizers and the head honcho imperialist US of A
@aksuxin8415
December 31, 2023 at 1:07 am
The US is definitely the top of the risk list. The US provoked Russia by pulling Ukraine into NATO which ignited the Russia/Ukraine war. The US is provoking China by colonizing Taiwan which will definitely ignite the upcoming Taiwan war. The world will be peaceful if the US is restricted.
@markbishop1138
December 31, 2023 at 1:07 am
Hope that the UNITED states don't over spread itself because we have big problems right here at home.
@leetheo2007
December 31, 2023 at 1:07 am
Does US felt threatened if China surpass US in economy?
@choegyal100
December 31, 2023 at 1:07 am
Where is Facebook, YouTube and Instagram for weaponising of USA led western colonial power’s interest.
@jamestaoqiantang8077
December 31, 2023 at 1:07 am
typical Anglo Saxon bias.
@georgedoolittle9015
December 31, 2023 at 1:07 am
The biggest risk currently for Eurasia is in fact Chevron which has a truly massive presence going quite far back in Kazakhstan which Kazakhstan might in fact use to start flooding the Caucuses and Anatolia with refined energy product which ultimately would only have one place to go namely the USA maybe parts of the Caribbean or South Florida.
Chevron effectively runs all of Venezuela at the moment….a place with still the largest energy reserves on Earth tho lacking in both coal (Columbia) and Uranium (Canada and Kazahkstan.) Either way both Russia and Turkey are being absolutely consumed by Hyperinflation at the moment.
@playbak
December 31, 2023 at 1:07 am
I can't get over the size difference haha
@markhu7347
December 31, 2023 at 1:07 am
haha, should dementia, shaking hands with the air be the top number 1 risk in 2023? Please explain the new covid virus created by Boston University.
@Commievn
December 31, 2023 at 1:07 am
Maximum XI is too powerful!
@bobcharles7716
December 31, 2023 at 1:07 am
So what is the news what is the big deal. I guess the world is realizing that it is not only the US's self interest decisions that could make waves.
@kickicker6058
December 31, 2023 at 1:07 am
This Eurasia group is a freaking joke.
@rogerma7831
December 31, 2023 at 1:07 am
I like Ian. But the main problem of his strategy is that the national security of the US is not necessary the national security of the European and other allies.
@bbli
December 31, 2023 at 1:07 am
no Ian, the fact that u can't dance did not justify u to put tiktok on no.9 biggest risk of 2023.
@jarrodyuki7081
December 31, 2023 at 1:07 am
i need to update my devices and maintain my online accounts. under the ministry on online security!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! air ticket passport and visa to travel the world.
@visibility2326
December 31, 2023 at 1:07 am
Multiple polar world worder coming
For usa civil war .
@paladro
December 31, 2023 at 1:07 am
the little one definitely bottoms for the big one
@whitemoon5752
December 31, 2023 at 1:07 am
I will see his prediction for 2023. My one says China’s economy is going to grow by 8% from this year and in nominal GDP will hit $20 Trillions whereas as US would go to modest recession.
@soup100
December 31, 2023 at 1:07 am
China would be no match for the combined Taiwanese, Japanese, British, Australian and US navies.
@3EBstudio
December 31, 2023 at 1:07 am
Going long may back fire.. lol china reopening narrative 🔥🐻🩳
@maverickmegastar
December 31, 2023 at 1:07 am
Looking at both these guys reminds me of David & Goliath.🤣
@jasonmelbaus9077
December 31, 2023 at 1:07 am
Putin and Xi must be delighted to be considered Risks 1 and 2 by the WEST. Mind you Xi would be expect to be in position 1, and no doubt he is working on proving that. As for foreign policy with China, just de-couple and accept short term economic pain for longer term gain.
@saigaima461
December 31, 2023 at 1:07 am
only one thing i see is white nations don't want another nation better. china is rebuilding the world to have more trades not war. usa war machine always want war