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Bloomberg Surveillance TV: July 25, 2024
Manage episode 430731134 series 3493768
-Waldemar Szlezak, KKR Global Head of Digital Infrastructure
-Libby Cantrill, PIMCO Head of Public Policy,
-Anastasia Amoroso, iCapital Chief Investment Strategist
Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election. Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade.
See omnystudio.com/listener for privacy information.
3139 episodes
Manage episode 430731134 series 3493768
-Waldemar Szlezak, KKR Global Head of Digital Infrastructure
-Libby Cantrill, PIMCO Head of Public Policy,
-Anastasia Amoroso, iCapital Chief Investment Strategist
Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election. Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade.
See omnystudio.com/listener for privacy information.
3139 episodes
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