Bloomberg Surveillance TV: January 30, 2025

Bloomberg Surveillance

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TechSurge: Deep Tech VC Podcast

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Understanding the Elegant Math Behind Modern Machine Learning 1:14:43

منذ 9 أيام1:14:43

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1:14:43

Artificial intelligence is evolving at an unprecedented pace—what does that mean for the future of technology, venture capital, business, and even our understanding of ourselves? Award-winning journalist and writer Anil Ananthaswamy joins us for our latest episode to discuss his latest book Why Machines Learn: The Elegant Math Behind Modern AI . Anil helps us explore the journey and many breakthroughs that have propelled machine learning from simple perceptrons to the sophisticated algorithms shaping today’s AI revolution, powering GPT and other models. The discussion aims to demystify some of the underlying mathematical concepts that power modern machine learning, to help everyone grasp this technology impacting our lives–even if your last math class was in high school. Anil walks us through the power of scaling laws, the shift from training to inference optimization, and the debate among AI’s pioneers about the road to AGI—should we be concerned, or are we still missing key pieces of the puzzle? The conversation also delves into AI’s philosophical implications—could understanding how machines learn help us better understand ourselves? And what challenges remain before AI systems can truly operate with agency? If you enjoy this episode, please subscribe and leave us a review on your favorite podcast platform. Sign up for our newsletter at techsurgepodcast.com for exclusive insights and updates on upcoming TechSurge Live Summits. Links: Read Why Machines Learn, Anil’s latest book on the math behind AI https://www.amazon.com/Why-Machines-Learn-Elegant-Behind/dp/0593185749 Learn more about Anil Ananthaswamy’s work and writing https://anilananthaswamy.com/ Watch Anil Ananthaswamy’s TED Talk on AI and intelligence https://www.ted.com/speakers/anil_ananthaswamy Discover the MIT Knight Science Journalism Fellowship that shaped Anil’s AI research https://ksj.mit.edu/ Understand the Perceptron, the foundation of neural networks https://en.wikipedia.org/wiki/Perceptron Read about the Perceptron Convergence Theorem and its significance https://www.nature.com/articles/323533a0…

منذ عام واحد 27:12

MP3•منزل الحلقة

Sebastien Page, Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price
Adam Posen, President, PIIE
Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO

See omnystudio.com/listener for privacy information.

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#Bloomberg #Business News #Business #News #Tom Pauls

Bloomberg Surveillance

Bloomberg Surveillance TV: January 30, 2025

Bloomberg Surveillance

3,203 subscribers

published منذ عام واحد

MP3•منزل الحلقة

Sebastien Page, Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price
Adam Posen, President, PIIE
Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO

See omnystudio.com/listener for privacy information.

3634 حلقات

#Bloomberg #Business News #Business #News #Tom Pauls

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Bloomberg Surveillance

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Single Best Idea with Tom Keene: Priya Misra & Ellen Zentner 4:40

منذ 23 hours4:40

4:40

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Priya Misra & Ellen Zentner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Bloomberg Surveillance

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Bloomberg Surveillance TV: March 7, 2025 21:51

منذ 24 hours21:51

21:51

- Mohamed El-Erian, President at Queens' College, Cambridge - Stephanie Roth, Chief US Economist at Wolfe Research - Kathy Jones, Chief Fixed Income Investment Strategist at Charles Schwab - Elsa Lignos, Global Head: FX Strategy at RBC - Frances Donald, Chief Economist at RBC We get reaction to Friday's critical February jobs report with Mohamed El-Erian of Queens' College Cambridge and Bloomberg Opinion, Stephanie Roth of Wolfe Research, and Charles Schwab's Kathy Jones. Elsa Lignos of RBC joins for a look at currency moves after a week of US tariff uncertainty. Frances Donald, Chief Economist at RBC, discusses concern over slowing US growth and the potential for more inflation. See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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How Policy is Impacting the February Jobs Report 47:23

منذ 1 day47:23

47:23

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 7th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zenter, Chief Economic Strategist at Morgan Stanley, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, and Kristina Campmany, Senior Portfolio Manager at Invesco, offer their reaction to the February US Jobs Report. Concerns over US growth, rising inflation, and uncertain tariff policy from the Trump administration have made this month's jobs report a critical data point for traders. All of the uncertainty has put the S&P 500 on track for its worst drop since September. 2) Gina Martin Adams, Chief US Equity Strategist with Bloomberg Intelligence, discusses the equity reaction to the February jobs figures. The rapid tariff rollout has been driven by Trump administration and President Donald Trump himself has led to market volatility, with US equities taking a beating and consumer confidence eroding, posing political risks for the president and increasing overall market risks. 3) Anna Wong, Chief US economist at Bloomberg Economics, on her lower-than-consensus jobs call and why the labor market might be weakening or strengthening. Today's report offers clues on whether the Trump administration-led trade war and government job cuts are hitting jobs and making a case for the Federal Reserve to resume interest-rate cuts. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including the US scouring the globe for egg supplies, NCAA March Madness, and Meghan Markle's one pot pasta technique. See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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Single Best Idea with Tom Keene: Katharine Neiss & Constance Hunter 6:02

منذ يومين6:02

6:02

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Katharine Neiss & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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Bloomberg Surveillance TV: March 6, 2025 27:44

منذ يومين27:44

27:44

- Jane Foley, Head of FX Strategy at RaboBank - Max Kettner, Chief Multi-Asset Strategist at HSBC - Jason Furman, Professor at Harvard University - Constance Hunter, Chief Economist at EIU Jane Foley of RaboBank talks about how the global bond selloff and Germans spending plan is rippling through currency markets. Max Kettner at HSBC offers his outlook for European stocks and whether US equities will weather the policy uncertainty in Washington. Jason Furman, Professor of the Practice of Economic Policy at Harvard University, discusses his view on President Trump's tariff strategy and whether or not it's anti-growth. Constance Hunter, Chief Economist at EIU, discusses the impact of tariffs on the US economy and looks ahead to tomorrow's jobs report. See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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Global Bond Turmoil Amid German Spending and Uncertain US Policy 35:51

منذ يومين35:51

35:51

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 6th, 2025 Featuring: 1) Steve Chiavarone, Senior Portfolio Manager at Federated Hermes, on why he remains constructive on the economy and investment environment despite so much policy uncertainty in DC. Markets are focused on the global bond rout and economic fallout from the brewing Trump-led trade war, with bond investors waiting for the European Central Bank's meeting and interest rate decision. 2) Katharine Neiss, Chief European Economist, PGIM Fixed Income, reacts to the ECB decision and talks German spending and the global bond selloff. The rout in German bonds affected global debt markets, with yields surging in Japan, Australia, New Zealand, Italy, and the UK. German bond declines were triggered by the nation's plans for defense and infrastructure investments. 3) Monica Defend, Head of Amundi Investment Institute, offers her take on German spending and talks about how tariffs could reshape investing in Europe. European leaders are moving swiftly to mobilize additional defense funds to counter the threat of aggression from Moscow as US support for Ukraine remains highly uncertain. 4) Henrietta Treyz, co-founder at Veda Partners, discusses the Federal budget, tariffs, DOGE, and the 3/14 government funding deadline. House Democrats have signaled they’re wary of voting for a “clean” stopgap bill, given the Trump administration’s blockage of federal funding. 5) Lisa Mateo joins for a look at newspaper headlines making news around the US. She talks about how the 401K has become Americans rainy day fund, the Rock becoming Hollywood's highest paid actor again, and parents in tech telling their kids to pursue the arts instead. See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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Single Best Idea with Tom Keene: Bob Michele & Gautam Mukunda 4:00

منذ 3 أيام4:00

4:00

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Michele & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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Bloomberg Surveillance TV: March 5, 2025 36:44

منذ 3 أيام36:44

36:44

- US Commerce Secretary Howard Lutnick - Bob Michele, CIO: Fixed Income at JPMorgan Asset Management - George Saravelos, Global Head: FX Research at Deutsche Bank - Monica Guerra, Head of US Policy at Morgan Stanley US Commerce Secretary Howard Lutnick joins for an extended discussion on President Trump's tariff and trade policies. Bob Michele of JPMorgan Asset Management discusses how the bond market is weighing the risks of the US-led trade war. Monica Guerra of Morgan Stanley outlines how traders should position themselves for the specifics of President Trump's tariff strategy. George Saravelos, Global Head: FX Research at Deutsche Bank, talks about his research notes outlining the FX impact of tariffs. See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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President Trump Defends Tariffs in Congressional Address 38:52

منذ 3 أيام38:52

38:52

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 5th, 2025 Featuring: 1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on bonds and fixed income, and warning signals following the implementation of President Trump's tariffs. The dollar fell to a three-month low due to concerns about the negative impact of US tariffs on the economy, with losses particularly stark against the euro. The dollar's downward trend is fueled by concerns that a global trade war - prompted by Trump's tariffs - will weigh on economic growth. 2) Terry Haines, founder at Pangaea Policy, reacts to President Trump's address to Congress and how it could ripple through markets. President Trump defended his tariff plan, saying it would raise "trillions and trillions" in revenue and rebalance trading relationships, despite acknowledging potential economic pain. 3) Brian Belski, Chief Investment Strategist at BMO Capital Markets, joins for an extended discussion on whether it's time to stay in the market or rotate out of equities. Recent eco data showed that manufacturers are struggling with price pressures and uncertainty regarding tariffs and signaled a potential for a slowdown in US growth. 4) Regina Mayor, Global Head of Clients & Markets at KPMG, joins to talk about the potential for rising energy prices in the US and abroad and whether they could be lowered from the Trump administration's energy policies. President Trump's tariffs on imported goods from top trading partners are likely to increase the cost of home heat pumps, battery storage systems, and electric cars in the US. See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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Single Best Idea with Tom Keene: Abby Joseph Cohen 5:10

منذ 4 أيام5:10

5:10

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Abby Joseph Cohen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Bloomberg Surveillance

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Bloomberg Surveillance TV: March 4, 2025 22:42

منذ 4 أيام22:42

22:42

- Julian Emanuel, Chief Equity & Quantitative Strategist at EvercoreISI - Ed Mills, Washington Policy Analyst at Raymond James - Everett Eissenstat, Former Deputy Director for the National Economic Council - Kit Juckes, Chief FX Strategist at Societe Generale Julian Emanuel of EvercoreISI discusses his S&P target and how the market could be reshaped by tariffs and geopolitical uncertainty. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss the severity of President Trump's economic and trade policies. Eerett Eissenstat, Former Deputy Director for the National Economic Council, talks about how tariffs could affect the US and global economies and whether President Trump could change course. Kit Juckes at Societe Generale talks about currency moves amid a US-led trade war. See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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The US Places Tariffs on China, Mexico, and Canada to Open Trade War 43:42

منذ 4 أيام43:42

43:42

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 4th, 2025 Featuring: 1) Brendan Murray, Bloomberg News Trade Tsar, joins to discuss the economic fallout of the US-led trade war. President Donald Trump imposed 25% tariffs on most Canadian and Mexican imports and raised the charge on China to 20%, affecting roughly $1.5 trillion in annual imports. Canada and China have retaliated with their own tariffs as Mexico weighs what it's next move will be. 2) Barbara Reinhard, CIO: Multi Asset Strategies & Solutions at Voya Investment Management, discusses why she believes it's time to buy equities and why European fundamentals look positive. Stocks in Europe retreated due to concerns over potential US tariffs, with investors watching for hints on future trade steps in President Trump's address to Congress today, as well as China's response to US tariffs. 3) Abby Joseph Cohen, professor at Columbia Business School, joins for an extended discussion on the economic policies of a second Trump administration and the risks of cutting government research funding. New levies mark President Trump’s biggest push to remake global trade, and the Department of Government Efficiency (DOGE) is reshaping government spending with unclear economic consequences. 4) Jean Boivin, Head of the BlackRock Investment Institute, talks about how his group is navigating market and geopolitical uncertainties amid a market selloff. It comes with the US yield curve steepening as President Trump's tariff threats came to fruition. 5) Lisa Mateo breaks down the latest headlines in newspapers across the US, including what could get more expensive under Trump tariffs, vendors advertising tariff-free products, and Chipotle announcing it'll foot the bill on tariff hikes. See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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Single Best Idea with Tom Keene: Peter Trubowitz & David Bahnsen 4:43

منذ 5 أيام4:43

4:43

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Peter Trubowitz & David Bahnsen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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Bloomberg Surveillance TV: March 3, 2025 29:14

منذ 5 أيام29:14

29:14

- Mohamed El-Erian, President at Queens' College, Cambridge - Tobin Marcus, Head: Policy & Politics at Wolfe Research - Liz Young Thomas, Head of Investment Strategy at SoFi - Steve Ricchiuto, Chief US Economist at Mizuho Mohamed El-Erian, President at Queens' College, Cambridge, discusses slowing US growth as President Trump readies to place tariffs on key allies and China. Tobin Marcus of Wolfe Research talks about reciprocal tariffs and what levies could actually look like. SoFi's Liz Young Thomas discusses how equities will fare amid slowing growth along with tariff and inflation fears. Steve Ricchiuto, Chief US Economist at Mizuho, discusses how policy could ripple through markets and previews upcoming eco data. See omnystudio.com/listener for privacy information.…

Bloomberg Surveillance

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President Trump's Tariffs; Ukraine Mineral Deal; Bitcoin Jumps 37:40

منذ 5 أيام37:40

37:40

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 3rd, 2025 Today's Podcast Features: 1) Peter Trubowitz, professor at London School of Economics, joins for an extended discussion on tariffs and geopolitics. It comes as President Donald Trump is planning to impose new tariffs on Canada and Mexico, as well as doubling a levy on China, which would apply to roughly $1.5 trillion in annual imports. 2) Jack Devine, founder and Chairman at the Arkin Group, joins to discuss Friday's Oval Office meltdown and what's ahead for the US Trans Atlantic alliance. Ukrainian President Volodymyr Zelenskiy says he is willing to meet with President Trump again if invited. Zelenskiy signaled that Ukraine is ready to accept a natural resources deal with the US, and European leaders are trying to mend the break between the US and Ukraine. 3) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins to discuss the outlook for equities amid uncertain US growth and incoming tariffs. Markets are bracing for a looming March 4 tariff deadline, with potential levies of 25% on Canada and Mexico and an additional 10% on China. 4) Lisa Mateo breaks down the latest headlines in newspapers across the US, including Oscars Backlash, the Yankees' decision to lift its beard ban, and a rare coffee bean that could impact climate issues. See omnystudio.com/listener for privacy information.…

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Bloomberg Surveillance TV: January 30, 2025

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Bloomberg Surveillance TV: January 30, 2025