Sanctuary Wealth's Mary Ann Bartels projects the current secular bull market will last through 2030, with the S&P 500 potentially peaking between 10,000 and 13,000.
Amazon surpasses $3 trillion in value. Mark Penn, the CEO of Stagwell gives us his views on why AI won't replace marketing agencies and Suki Cooper’s path to $5,000 gold. Chapters: 00:00:00 - Open Interest 00:01:00 - AstraZeneca-Bristol Myers Deal Debate, Pharma Consolidation & Drug Industry Risks 00:03:54 - Iran Peace Talks, Strait of Hormuz Negotiations & Middle East Risk 00:05:50 - U.S.-Japan Yen Intervention, BOJ Policy & Currency Market Risks 00:10:20 - Kevin Warsh's Fed, Fewer FOMC Meetings, Forward Guidance & Market Volatility 00:13:48 - High Interest | NYC Rent Freeze Fallout, FIFA Leadership Controversy & Jefferies Trade Finance Exposure 00:14:56 - Jefferies Exposure, Radiant World Financing Issues & Credit Market Risks 00:18:11 - Stuart Kaiser Citi | Payrolls, SpaceX Supply Overhang, AI Spending & Equity Market Positioning 00:32:19 - Top Calls | Stellantis Downgrade, Circle Downgrade & Birkenstock Downgrade 00:33:46 - SpaceX Earnings, AI Compute Demand, Elon Musk, Lockup Risks & Palantir Outlook 00:39:19 - KKR's $19B AI Infrastructure Fund, Data Centers, Health Care M&A & Private Equity 00:45:57 - Mary Ann Bartels Sanctuary Wealth | Kevin Warsh, Fed Communication Changes, Market Volatility & AI Bull Market Outlook 00:54:45 - High Interest | Apollo's Texas HQ, $110M Bitcoin Wallet Hack & U.S. Soccer Leadership Funding 00:55:59 - Christian Stracke PIMCO | AI Credit Markets, Data Center Financing, Private Credit & Capex Supercycle 01:08:10 - Mark Penn Stagwell | AI in Marketing, IBM Account Win, Political Advertising & Stagwell Growth 01:16:45 - FIFA Backlash, Gianni Infantino's Future, World Cup Privatization & Governance Risks 01:20:45 - Todd Blanche Confirmation, White House AI Meeting & Trump-Iran Strategy 01:24:41 - Suki Cooper Standard Chartered | Gold Outlook, Central Bank Demand, Geopolitical Risks & Commodity Markets -------- More on Bloomberg Television and Markets Like this video?
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