Morgan Stanley senior portfolio manager Katerina Simonetti says she prefers bonds over stocks in 2025. She shares her outlook for markets in the New Year with hosts Paul Sweeney and Caroline Hyde.

Morgan Stanley senior portfolio manager Katerina Simonetti says she prefers bonds over stocks in 2025. She shares her outlook for markets in the New Year with hosts Paul Sweeney and Caroline Hyde.

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Listen for top interviews from Bloomberg News. Hear conversations with the biggest names in finance, politics, technology, foreign relations, sports and entertainment.

Listen to top interviews from Bloomberg News.

Bloomberg Talks

Morgan Stanley Senior Portfolio Manager Katerina Simonetti Talks Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1ed031df-2632-4d47-90a9-b25301082b12/transcript

With travel costs at record highs and 73% of families citing affordability as their top concern, the traditional summer vacation is being replaced by the Summer Survival Economy. David Hoffmann, CEO of Sky Zone and a veteran of the franchise world (Dunkin’ Brands, McDonald's) discusses the macro-trends driving this shift.

With travel costs at record highs and 73% of families citing affordability as their top concern, the traditional summer vacation is being replaced by the Summer Survival Economy. David Hoffmann, CEO of Sky Zone and a veteran of the franchise world (Dunkin&rsquo; Brands, McDonald's) discusses the macro-trends driving this shift.

Sky Zone CEO David Hoffman Talks Summer Economy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a4ca0267-2cb3-4671-bf45-b47b015c5375/transcript

Claudia Sahm, Chief Economist at New Century Advisors, brings us into the jobs report for the month of June with Bloomberg's Tom Keene and Paul Sweeney. 

Claudia Sahm, Chief Economist at New Century Advisors, brings us into the jobs report for the month of June with Bloomberg's Tom Keene and Paul Sweeney.&nbsp;

Claudia Sahm Talks US Jobs Report

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9bddae99-4f1c-4103-9343-b47b00f44edf/transcript

Brian Belski, CEO and founder at Humilis Investments, joins Bloomberg's Tom Keene and Paul Sweeney for an extended discussion on the equity rally and his favorite contrarian sector

Brian Belski, CEO and founder at Humilis Investments, joins Bloomberg's Tom Keene and Paul Sweeney for an extended discussion on the equity rally and his favorite contrarian sector

Humilis's Brian Belski Talks Stock Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e7dc65a5-3ab0-42f3-b567-b47b00f44ee3/transcript

Morgan Stanley Senior Portfolio Manager Katerina Simonetti Talks Markets

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