Business
Wall Street Week – Full Show 04/08/2022
Saudi Aramco is reported to have instructed employees to leave its Dhahran headquarters and work from home as fighting with the Houthis continues. Saudi Arabia reports intercepting drones and missiles, while oil heads for a weekly gain. Middle Eastern oil flows approach prewar levels, even as Trump raises the prospect of further action against Iran. The kingdom is also seeking overseas storage for Aramco to strengthen its ability to supply customers during disruptions.
The global technology selloff gathers pace as investors retreat from the AI trade. South Korea’s Kospi falls, the valuation gap between Chinese technology companies and their US counterparts widens, and concerns over AI, the Middle East and France draw money toward safer assets. SK Hynix drops plans for a Solidigm IPO after reassessing market conditions and the interests of existing shareholders.
Blackstone President and COO Jonathan Gray describes rapidly accelerating AI demand. Ten Cap founder Jun Bei Liu tells Horizons that the selloff offers more attractive entry prices, but expects a recovery to favor a narrower group of companies. She remains positive on equities while watching for sharper interest-rate increases, inflation pressures and disappointing earnings.
Governments and businesses race to address a widespread cybersecurity weakness. In an earlier exclusive Bloomberg interview, OpenAI’s Greg Brockman discusses AI agents and digital security, including the two months of manual work involved in responding to vulnerabilities in PHP.
Anticipation of Grand Theft Auto VI boosts Sony’s PlayStation 5 sales, according to Circana. The Wall Street Journal reports that Trump asked Elon Musk to remove restrictions on the military-grade Starlink service used by Ukraine. Separately, leaked cancer-vaccine trial data from Moderna and Merck disappoint investors.
Jihad Azour, the IMF’s Middle East and Central Asia Director, joins Horizons to discuss the October 2026 regional outlook and reduced growth projections for the Middle East, North Africa, Afghanistan and Pakistan. He says the war’s effects on oil and gas remain manageable globally and regionally, credits Oman’s neutrality with lowering its risk premium, and highlights Iraq’s exposure through its dependence on oil and Hormuz.
Emirates NBD seeks a loan of up to $1 billion from Asian lenders.
Aliko Dangote sets out more than $35 billion of African projects within a wider $50 billion investment programme. The plans include $14.3 billion to expand the Lagos refinery, $16 billion for a refinery in Lamu, $1.5 billion for a Kenyan pipeline and $3.5 billion for a South African pipeline.
Nigeria’s unreliable electricity grid is pushing households to generate their own power. Lower-priced Chinese solar panels are attracting more buyers and driving sales growth, although the upfront expense still prevents many families from making the switch. Guests includes Jun Bei Liu, Ten Cap Founder and Jihad Azour, IMF Middle East & Central Asia Department Director.
Chapters:
00:00:00 – Introduction
00:04:36 – Global Tech Selloff Deepens
00:08:05 – Jun Bei Liu, Ten Cap Founder
00:18:39 – Greg Brockman, OpenAI Foundation Co-Founder & President
00:27:12 – Jihad Azour, IMF Middle East & Central Asia Department Director
00:37:30 – Dangote Maps Out Part of $50B Investment Spree
00:42:08 – Cheap Solar Panels Power Change in Nigeria
——–
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History is littered with ideas that have been tossed aside, only for them to gain relevance at some later date.
On this episode of the Odd Lots podcast, legendary musician David Byrne joins Joe Weisenthal and Tracy Alloway to discuss “the Minsky Moment” and his own experience of having his music rediscovered by a new generation.
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David Kelly, chief global strategist at JPMorgan Asset Management, and Stephen Parker, co-head of global investment strategy at JPMorgan Private Bank, discuss their latest Long-Term Capital Market Assumptions report, which projects about 7% annual returns for 60/40 portfolios over the next 10–15 years. They speak on “Bloomberg The Close.”
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On the early edition of Balance of Power, Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz discuss the latest news. On today’s show, Echo Canyon Consulting CEO Jon Seaton, Fortius Global Vice President Hannah Muldavin, Romanian President Nicușor Dan and Permitting Council Executive Director Emily Domenech.
Chapters:
00:00:00 Radio Balance of Power: Early Edition
00:02:09 Markets: Tech Selloff & Rising Oil
00:06:08 Trump, Farmers & the Iowa Vote
00:08:07 U.S.-Canada Relations & Election Tensions
00:10:12 Trade, Tariffs & Farmer Relief
00:11:06 Political Panel: Iowa & the Midterms
00:15:08 Trump’s Approval & Republican Strategy
00:18:31 Russia, Ukraine & European Security
00:22:53 Romania’s President on the Russian Threat
00:24:02 Russian Drones, Romania & NATO
00:27:32 Ukraine, Trump & Peace Negotiations
00:33:33 Markets: Tech Earnings & Bond Rally
00:36:35 Energy Prices & Permitting Reform
00:39:09 Can Congress Pass Permitting Reform?
00:42:44 Data Centers, Mining & Critical Minerals
——–
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Bess Freedman, Brown Harris Stevens CEO, joins Scarlet Fu and Tom Keene on “Bloomberg Money.” They discuss the housing affordability in the US.
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@cortlandjdmayberryshraderm9619
January 31, 2024 at 7:08 am
It seems to me it's not so much that recession is necessarily coming it's more like we seem to be talking each other into a recession a recession doesn't necessarily just have to happen automatically like people trying to make it sound like let's just stop spooking each other and as far as inflation monetary policy or normalize an interest rate is not the ultimate only answer we've got to completely iron out the supply chain issues and make it steady flowing again unless they're trying to do that by reducing the demand by causing a recession but in a normal approach would be to normalize the supply chain flow and let USA go back to producing all of its own oil and get those pipelines going again and increase labor force participation rate and put an end to that asinine war and all other tensions all of which there are asinine all these things coming to play besides just monetary policy
@ShankyJ15
January 31, 2024 at 7:08 am
I love the fact that Elon is now controling twitter.
These whole social media. Sometimes look like a place, where everyone can go. But only allowed to say certain things. With lot of restrictions..
Twitter lless so..More at FB and likes. Who bans you in a minute, the moment you dont support their agenda. I so wish, some social media gets established with better freedom of speech
@johnmerlino7011
January 31, 2024 at 7:08 am
Surprised they were not more positive on buying 2yr Treasuries with a 2.50 yield, since stock dividends average 1.5%. I'm watching the 10 year yield, hoping it spikes up over 3%. A global debt crisis could drive the USD and 10 year yield up prior to a major stock market correction. The MOVE index is 124, so anything can happen on Monday! Realize on a timeline, everything is going to happen, just in a specific order! Both Inflationist and Deflationists will be right.
@nikgarcia2823
January 31, 2024 at 7:08 am
Drill baby drill, if we want to help Ukraine & ourselves by lowering gas prices & Inflation. We NEED to go back to Trump era Crude Oil Production Policies, NOW or risk recession & Putin prolong war in Ukraine. CAPISH?
@satoshinakamotoiamthereals2897
January 31, 2024 at 7:08 am
The bond is way higher it on 53% I know because I hold the bond on bitcoin the one one asshole or I will go public with this shit
@robertmontgomery3892
January 31, 2024 at 7:08 am
Larry: Let the EU freeze?
@robertmontgomery3892
January 31, 2024 at 7:08 am
LARRY PATTING HIMSELF ON THE BACK
@mikemiller6483
January 31, 2024 at 7:08 am
Quantitative easing and being able to reduce its BS…. Hmm 🧐
@mikemiller6483
January 31, 2024 at 7:08 am
I’m glad these guys can laugh about the 8%+ on CPIs…. Must be nice to be these guys.
@PK-xr3sw
January 31, 2024 at 7:08 am
Putin's friend Macron cannot be good for France and Europe
@sladefuqua5459
January 31, 2024 at 7:08 am
FAILED State
@dennisp7689
January 31, 2024 at 7:08 am
Crock of shi7
@leovanorden4243
January 31, 2024 at 7:08 am
Always enjoy the weekly recap but please open the show with Louis Rukeyser welcoming us back!
@advitrudransh7659
January 31, 2024 at 7:08 am
So funny that you’re making a video about asset allocation…I was scrolling through your videos this week looking for some advice on this. I have about $160,000 invested, about 95% in efts/index funds, like VDY and VFV, and maybe $400 in bonds . I understand the concept of having bonds in your portfolio, but then looking at the returns, like say VAB, I just don't get it! The returns are so crapy…therefore I keep buying the high dividend efts/index funds instead. How do these low interest bonds offset a big market crash? And which Bonds do you buy?
@abijitpal4050
January 31, 2024 at 7:08 am
U.S economy 2035 largest & biggest
Economic history,
Round the world.
@rp338
January 31, 2024 at 7:08 am
Crypto Bros + old age = Gold Bros
@nikama2459
January 31, 2024 at 7:08 am
Very insightful and informative of Rebecca’s remarks. Wish there will be more chances to invite her to the show 👍🏻
@gerrykeane4532
January 31, 2024 at 7:08 am
Who is going to buy them
@olafundzriche
January 31, 2024 at 7:08 am
I really appreciate all your efforts for the 1BTC you sent into my wallet you really amaze me sir!!!
@ericmccoy3468
January 31, 2024 at 7:08 am
Investing in today is priceless because tomorrow isn't promised, trading Bitcoins,gold, silver and crypto secure a better Tomorrow.