Bloomberg Surveillance 07/18/2024

00:00:00 Bloomberg Surveillance
00:01:31 Jay Peloksy, TPW Investment Management
00:33:48 Sheila Kahyaoglu, Equity Research, Jefferies
00:40:27 Luke Hickmore, Abrdn Investment Management
00:54:27 Thomas 'Tom' Kennedy, JPMorgan Private Bank
01:07:49 Tobin Marcus, Wolfe Research
01:19:15 Rachel Reeves, UK Chancellor of the Exchequer
01:29:26 Subadra Rajappa, Societe Generale
01:42:33 Chris Harvey, Wells Fargo
01:57:03 Geoffrey Yu, BNY
02:07:18 Rob Sockin, Citigroup Global Markets & Alberto Gallo, Andromeda Capital Management

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[raywest]

23:40 "Consumer is still strong." Another talking head without a clue. Consumer debt has never been more extended, CC and auto loans now equal mortgage for first time in history.

[gmoney]

Jay pelosi must have been a backup to the backup guest. Pompous.

[davidbeckwith]

Airlines - what a mess! International travel doing fine, but there is a price war going on especially in short domestic flights. I took a short flight between two major cities about one hour distance. A major carrier wanted $150. I found a seat on a discount carrier for $20! Not a typo = $20! The discount carrier makes its money with add-ons like luggage fees, preferred seating, etc. I was only going for the day, so didn't need luggage. One hour flight, didn't care about the seating. Didn't need to purchase any add-on whatsoever. At the airport, the discount airline gates were packed, the major carriers empty. Nobody making money in this scenario.

[TopTrendTides]

Unbelievable, it's crazy, my friend

[FirstAmendmentAudits]

1:19:20 1:19:21 1:19:22 1:19:23 1:19:26 1:19:26 never again for a Prime Minister or Chancellor 1:19:27 2.5% 1:19:58 1:19:58 1:20:01 1:20:02 Are you sure 2.5% is achievable 1:20:03 1:20:03 1:20:05 1:20:05 1:20:05 1:20:06 1:20:06 1:20:07 1:20:07 1:20:07

[StormRiderXV]

Jay needs to get real about his view on Biden... come on man!

[wrenster]

Rob is living in fantasy land, what a crackhead!