Business
Why Guggenheim’s Minerd Sees the Market as a ‘Ponzi Scheme’
Jan.22 — Scott Minerd, Guggenheim Partners co-founder and Guggenheim Global chief investment officer, discusses his concerns about rallying asset prices. He talks with Bloomberg’s Tom Keene and Jonathan Ferro at the World Economic Forum’s annual meeting in Davos, Switzerland on “Bloomberg Surveillance.”
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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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@TGSM19
January 5, 2024 at 11:18 am
it's more complex then that…
@BRuane-pw6xq
January 5, 2024 at 11:18 am
Right before COVID hit
@deesus1085
January 5, 2024 at 11:18 am
RIP. One of the few people I understood and kept it simple. Everything he said is playing out.
@warrenwelsh
January 5, 2024 at 11:18 am
3:00
@johngiancola6241
January 5, 2024 at 11:18 am
Rest in peace scott a great man
@dentonfender6492
January 5, 2024 at 11:18 am
EVERYTHING IS A RICH MAN'S TRICK!
@valdomero738
January 5, 2024 at 11:18 am
Scott is dead now.
@abeybaby29
January 5, 2024 at 11:18 am
RIP Scott Minerd. Thank you for sharing your knowledge and wisdom with all of us. You will be missed.
@jDaniel5721
January 5, 2024 at 11:18 am
RIP Scott
@azncs11
January 5, 2024 at 11:18 am
I hope someone told this guy about Jesus.
@thomastrefz
January 5, 2024 at 11:18 am
RIP Scott you will be remembered for speaking the truth.
@richardmarshall1707
January 5, 2024 at 11:18 am
Great interview. Scott was one of the good guys.
@clarkroberts5603
January 5, 2024 at 11:18 am
Don’t you mean it’s been a series of bubbles since 1914
@DiveHard
January 5, 2024 at 11:18 am
this aged well
@fuzzzeballs
January 5, 2024 at 11:18 am
"played that out" is the name of the game
@meehanasap
January 5, 2024 at 11:18 am
This guy has been right on the whole time.
@theyjustwantyourmoney4539
January 5, 2024 at 11:18 am
The United States created Ponzi schemes
@Tweetogreggieb59
January 5, 2024 at 11:18 am
That's right, TQQQ & SQQQ, it's only one option when someone's coming at you with a bunch of crap, you shut that ass down, that's how I did the stock market in 2022 by empowering you the people… ..
@Tweetogreggieb59
January 5, 2024 at 11:18 am
That's right, TQQQ & SQQQ, it's only one option when someone's coming at you with a bunch of crap, you shut that ass down, that's how I did the stock market in 2022 by empowering you the people… ..
@DonFather
January 5, 2024 at 11:18 am
Well DUH! Is that all this guy's knowledge can bring to the table? The whole world's existence is a ponzi scheme because people feel entitled to consume all they can without thinking about the future or the environment. Everything from pensions to going on multiple vacations/road trips/cruises a year, buying V8 engined cars/trucks, eating meat every meal, everything down to the last minute detail of our lives, we have been conditioned to destroy the world and let somebody else pay for the consequences. But then who is willing to give up their "rights?" Consider Covid a litmus test. All people can think of is when will we get back to "normal" after having only very light restrictions on their lives. God forbid if we had to really cut back to save the environment.
@lenich89
January 5, 2024 at 11:18 am
Beeep, beeep, beeep…
Hear that?
That's the sound of everyone backing up the truck.
@berthacastillo6109
January 5, 2024 at 11:18 am
ponzi FACTOR
@jasontito7644
January 5, 2024 at 11:18 am
the idea of Fed is right, but the people running it are knuckleheads
@WhatWeCallDollarsArentMoney
January 5, 2024 at 11:18 am
When the Fed pivoted
^^^ BINGO ^^^
@gaeldesmontagnesnoires1711
January 5, 2024 at 11:18 am
Get your Satoshies TODAY!!! You might accumulate up to a full BITCOIN 💛
@gaeldesmontagnesnoires1711
January 5, 2024 at 11:18 am
Buy Bitcoin so governments will have to be subservient to civilians instead of the other way around