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Chapters:
00:00:00 – Bloomberg Surveillance starts
00:05:15 – Julian Emanuel Remains Bullish as Tech Selloff Deepens
00:19:06 – Julian Emanuel on Trump’s Investment in Quantum
00:32:03 – Japan Is Running Out of Options on Yen: TD’s Bharadwaj
00:41:19 – SpaceX Loses $600 Billion in Value Over Three Days
00:51:52 – Tech Sector Selloff Reflects Earnings-Driven Market Rotation: JPMorgan
01:05:25 – Treyz on AI Investment & Voter Sentiment
01:19:43 – Wellington Mgmt. on "The Elon Effect"
01:29:46 – Fed’s Hawkish Communication Could Heighten Market Risks: Dutta
01:40:25 – Citi’s Moore Says ‘Can’t Wait Too Long’ on Pullbacks
01:55:14 – Tech Sector a Game of "Duck, Duck, Goose:" Baird’s Mortonson
02:05:32 – Trump Is Giving Away Too Much With MOU, Hochstein Says
02:18:24 – Nature of AI Investing Is Changing: Northwestern Mutual’s Schutte
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