Business
Are Things as Bad as They Seem?
Roger Altman, Evercore Senior Chairman discusses the week’s price action and explains why he sees a fifty-fifty chance of recession in 2023.
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The US launched strikes against Iranian targets around the Strait of Hormuz, following Iran’s attacks on commercial shipping and American forces in the region. Oil prices are spiking on the news. Tyler Kendall reports.
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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 Alger Executive Vice President, Portfolio Manager Ankur Crawford, ProShares Head of Research, Active Investments CIO Alessio De Longis, Oppenheimer Managing Director & Senior Analyst Brian Nagel, MongoDB CEO CJ Desai, Edward Jones Head of Investment Strategy Mona Mahajan, DigitalBridge CEO Marc Ganzi, Skylar Capital Management Managing Partner & CIO Bill Perkins, Magnetar Capital Founder Alec Litowitz, & NBA Hall of Famer Shaquille O’Neal.
Chapters:
00:00:00 Bloomberg The Close
00:02:55 Alger’s Ankur Crawford on AI Data Centers & Political Backlash
00:05:57 Broadcom Earnings Preview & AI Chip Competition
00:09:02 Anthropic, Nvidia & the Massive AI Opportunity
00:12:53 ProShares on Treasury Yields, Fed Hikes & Duration
00:16:24 Rising Rates, Tech Stocks & Credit Markets
00:17:51 Five Below Earnings Preview & the Value Consumer
00:22:42 MongoDB CEO on Earnings, Atlas Growth & AI Demand
00:26:10 MongoDB’s AI Workloads, Frontier Labs & Voyage
00:29:16 MongoDB’s Customers, Growth & Investor Day
00:31:50 GE Vernova’s $25 Billion Venezuela Power Grid Opportunity
00:35:28 Edward Jones on Rising Yields & the Equity Market
00:39:28 Global Markets, Portfolio Positioning & AI Diversification
00:43:26 Closing Bell
00:46:19 Market Movers: Dell, GE Vernova & the AI Trade
00:48:37 Five Below Earnings Beat & Consumer Momentum
00:50:38 HPE, Snowflake & Petco Earnings Hit After the Bell
00:57:24 DigitalBridge CEO Marc Ganzi on AI’s Power Bottleneck
00:59:00 Broadcom Earnings Arrive as Shares Drop
01:02:11 Data Center Backlash, Power Demand & Local Communities
01:04:26 Financing the AI Boom, GPUs & Private Credit
01:07:22 Bill Perkins on Trading Electricity & the AI Power Boom
01:10:03 Electricity Prices, Grid Constraints & Power Futures
01:13:00 Middle East Risks & Europe’s Natural Gas Outlook
01:14:37 Magnetar Founder on CoreWeave, AI & Investing in Uncertainty
01:17:36 Power Becomes AI’s Next Major Bottleneck
01:20:55 AI, Human Judgment & the Future of Education
01:24:26 Steve Ballmer Suspended by NBA Over Clippers Salary Cap Violations
01:26:31 Shaquille O’Neal on Credit, Financial Literacy & College Students
01:30:07 Shaq on Investing, Lifelong Learning & DJ Diesel
01:33:32 What to Watch
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Nvidia’s earnings are under pressure. Shares trail the Philadelphia Semiconductor Index by 50%, costs are rising and rivals are building their own chips. Credit markets are uneasy as hedging costs double and Asia traders will be watching closely when results are released this week. Bloomberg’s Anthony Stephens reports.
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On this episode of the Everybody’s Business podcast, Harvard economist Ken Rogoff tells Stacey Vanek Smith and Max Chafkin why he calls the US-Canada trade war a “bar fight” and how President Trump’s latest spat with US’s closest ally differs from tariff wars with other countries.
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Uncertainty is mounting at Tata Sons as Chairman Natarajan Chandrasekaran prepares to step down after a boardroom deadlock. The leadership shake-up comes as India’s $180 billion conglomerate faces mounting financial and regulatory pressures.
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@wanderingfido
January 30, 2024 at 11:31 am
If 'front running' were to be executed entirely by a human, it would be–and in fact is called–insider trading.
@libertysprings2244
January 30, 2024 at 11:31 am
It's true. Eventually the world will move on from covid. I think that getting China through covid will be devastating like it was in India, Brazil, Mexico, etc, but in a few years the world will feel more optimistic and we'll be okay
@firstlast8258
January 30, 2024 at 11:31 am
what planet do these people live on?
@Fldavestone
January 30, 2024 at 11:31 am
50/50 chance of recession in the future? Wow way to go out on a limb with all your knowledge LOL i know nothing and i too predict a 50% chance of recession, in fact let me go you one better ,i predict i have 50 50 shot at winning the lottery, and so does everyone else.
@danielalonzo7445
January 30, 2024 at 11:31 am
According to realtors everything is just fine with housing continue it's ridiculously priced homes
@mikin2433
January 30, 2024 at 11:31 am
Lmao, i find this funny.. we already in recession. I rather listen to Jeremy Grantham than this guy. When people paying 30k~500k in housing over listing price, when you grandma knows about BTC, but we not in a bubble crisis. He is like the government we are in transitory inflation…months later we in trouble.
@aai2184
January 30, 2024 at 11:31 am
2022 U.S. recession 100% probability (q2 GDP looks negative). Policy pivot in 2 quarters?
@zerocurry
January 30, 2024 at 11:31 am
Just one more quarter of negative GDP and you are in a recession! How positive can you be with FJB that you think next quarter GDP will not be negative?
@Alexandrite.101
January 30, 2024 at 11:31 am
Is this show brought to us by the US Government?
1. Buy real estate? during the biggest global real estate bubble in history?
2. The US dollar is doing great? What are you people talking about? The US dollar is only doing great COMPARED TO all of the other dying fiat currencies around the world. Guys there is less than 3c in the dollar left! That is NOT doing great.
3. The stock market will rebound? There are over 200 zombie companies in the S&P 500 and the stock market too has been in the biggest bubble in history!
The ONLY safe haven for what's coming is physical gold (hence why Basel III moved physical gold to tier 1 last year) everything else could go belly up at a moments notice and people you are crazy if you believe what these interviewees are saying! Fiat currencies world wide are about to tank and world governments will reset currencies to new digital currencies (programmable money) AFTER they hyperinflate the current one to pay down as much debt as possible, as cheaply as possible and if you have your wealth in Fiat currencies when all of this goes down, you will watch it disappear like mist in the morning sun.
@kevindahlberg7753
January 30, 2024 at 11:31 am
People cant afford rent, gas or groceries… this should tell everyone something.
FJB
@eruiluvatar1982
January 30, 2024 at 11:31 am
US and the west are sleeping. They think that they can sanction Russia and China without retaliation. Russia and China do not need to use actual weapons to respond. They just need to amplify inflation, energy and food shortage to bring down western governments
@wulung5943
January 30, 2024 at 11:31 am
It is worse
@davontewillams8858
January 30, 2024 at 11:31 am
The crypto market has been down in the past weeks, I'm most certainly very impatient how can I ever make a profit in the crypto market
@markus539
January 30, 2024 at 11:31 am
They are talking about a recession next year, didn't the US economy decline in this quarter?
@NYC-pd4ku
January 30, 2024 at 11:31 am
You are truly asleep if you do not see what's happening we're hitting the wall at a thousand miles an hour… Then let's not forget 2008 coming up in the rear at a thousand miles an hour after we hit the wall
@robertalkemade989
January 30, 2024 at 11:31 am
too much optimism
@dayneholt4149
January 30, 2024 at 11:31 am
This down turn will be long lasting, recession is here now.
@behrensf84
January 30, 2024 at 11:31 am
Is this guy the Altman from the Altman Z score?
@tjtj7161
January 30, 2024 at 11:31 am
It sucks, but I have a feeling in the long run it has made the stock market a lot healthier.
@xboxgamer2705
January 30, 2024 at 11:31 am
we already in a recession look at GDP…….