Featuring: Peter Tchir, Director &amp; Head of Macro Strategy at Academy Securities Henrietta Treyz, Co-Founder &amp; Director of Economic Policy Research at Veda Partners Ron Josey, Senior Internet Analyst at Citigroup Global Markets See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: July 20th, 2026

Bloomberg Surveillance

[SPEAKER_A] The thing about AI for business, it may not automatically fit the way your business works. At IBM, we've seen this firsthand, but by embedding AI across HR, IT, and procurement processes, we've reduced costs by millions, slashed repetitive tasks, and freed thousands of hours for strategic work. Now we're helping companies get smarter by putting AI where it actually pays off, deep in the work that moves the business. Let's create smarter business. IBM.

[SPEAKER_B] Healthcare doesn't always work great. If you've ever waited on a refill or couldn't schedule an appointment, you get it. That's the kind of stuff Optum is changing. They're using data and technology to integrate patient care, pharmacy, and everything else so healthcare is connected, not complicated. What's that look like? Cheaper prescriptions that are easier to get and care that looks at the whole person, how you need it. Optum is helping make healthcare work as one for everyone. Learn more at business.optum.com.

[SPEAKER_C] Support for the show comes from Public.com. If you're actively involved in your portfolio, you probably catch yourself repeating the same actions: buying the dip, manually sweeping idle cash, putting on a hedge. On Public, you can now create AI agents that handle all these tasks on your behalf. Just describe what you want to do in plain English, like, if the VIX hits 25, buy a put option on the S&P 500. Or, if my cash balance goes above $20,000, move the excess into my direct index. You approve the workflow and your agent handles the rest, monitoring the market, watching for your conditions, and executing your strategies exactly as defined. An investing platform driven by your intent, not just your clicks.

Bloomberg Surveillance TV: July 20th, 2026

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Bloomberg Surveillance TV: July 20th, 2026

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.