Cover art for Markets Price in AI and Geopolitics
Bloomberg Surveillance

Markets Price in AI and Geopolitics

1mo ago35m
The latest in finance, economics and investment.
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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, July 10, 2026
Featuring:

1) George Noble, Managing Partner at Noble Capital Advisors and former Fidelity Fund Manager, joins for an extended discussion about the bear case for AI
2) Neil Dutta, Head: US Economic Research at Renaissance Macro, joins for a discussion on the Fed, markets, and inflation outlook.
3) Marques Colston, former star NFL receiver and co-founder of his private sports fund "The Champion Fund," talks investing in private sports assets and attractive investment characteristics of sports.
4) Chieh Huang, CEO at Pelgo, joins to discuss how AI is resetting the labor market and how it could serve as a tool for displaced workers rather than a job slashing tool.
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