(Bloomberg) - Bloomberg Invest lub rooj sib tham rov pib hnub Thursday nrog qee tus thawj coj muaj txiaj ntsig tshaj plaws hauv kev sib sau nyiaj txiag hauv New York rau kev sib tham txog ntau yam, suav nrog kev txawj ntse, cryptocurrencies thiab peev peev.
Feem ntau Nyeem los ntawm Bloomberg
Rau cov txheej txheem tag nrho, nyem qhov no. Rau qhov xaus ntawm hnub Wednesday cov xwm txheej, suav nrog kev sib tham nrog Coinbase Global Inc. Tus Thawj Coj Tus Thawj Coj Brian Armstrong thiab Bank of America Corp. CEO Brian Moynihan, nyem qhov no.
Blackstone's Perry Pom PE Investors tsis muaj nyiaj ntsuab rau cov nyiaj tshiab (3:50 pm THIAB)
Cov tub ua lag luam ntiag tug tau tawm tsam los ua kev cog lus tshiab rau cov nyiaj vim tias lawv tau pom lawv tus kheej twb tau faib rau cov cuab yeej cuab tam thiab tsis muaj peev txheej ntawm lawv txhais tes, raws li Blackstone Inc.'s Verdun Perry.
Xyoo tas los qhov kev poob qis hauv kev lag luam pej xeem tau "yuav luag tus neeg tsim khoom" tau thawb lawv cov peev txheej faib rau kev ncaj ncees ntiag tug, ua rau nws nyuaj dua thiab tsis tshua muaj peev xwm uas lawv yuav muab nyiaj ntxiv, Perry, tus thawj coj thoob ntiaj teb ntawm cov koom tes sib koom tes ntawm lub tuam txhab, tau hais rau hnub Thursday ntawm Bloomberg Invest lub rooj sib tham. Cov neeg lag luam nrog 10% lub hom phiaj rau cov cuab yeej cuab tam yuav pom lawv tus kheej ntawm 17% lossis 20% faib, nws hais.
Perry tau hais tias "Nws nyuaj rau ua qhov kev cog lus tshiab, kev cog lus tshiab, thaum koj twb tau faib ntau dhau rau kev ncaj ncees ntiag tug thiab tshaj koj lub hom phiaj," Perry hais.
Nyob rau tib lub sijhawm, kev faib khoom poob qis 40% lossis 50% hauv 2022 piv nrog 2021, nws hais.
"Qhov peb muaj yog cov tub ua lag luam loj hauv cov peev nyiaj ntiag tug uas xav cog lus rau cov nyiaj tshiab tab sis lawv tsis muaj peev txheej," Perry hais.
Cov tub lag luam kos duab yuav tsum nrhiav cov cib fim hauv Kev Ua Lag Luam Nruab Nrab (3:10 teev tsaus ntuj ET)
Art Intelligence Ntiaj teb no tus tsim tus khub xav kom lub lag luam kos duab nruab nrab, uas yog los ntawm $ 2 txog $ 10 lab, muab lub sijhawm rau kev nqis peev.
Amy Cappellazzo tau hais hauv lub rooj sib tham, hais tias "Qhov twg tsuas yog xav tias tsis muaj kev lag luam, tsis kub li peb xav," Amy Cappellazzo tau hais hauv lub rooj sib tham, hais txog cov txiaj ntsig ntawm kev sib tw los ntawm lub hli dhau los thiab cov kws kos npe kos npe Willem de Kooning, Lee Krasner thiab David Hockney.
Cappellazzo tau hais ntxiv tias tej zaum yuav muaj kev txwv tsis pub siv cov khoom siv xiav-chip vim tias cov cuab yeej cuab tam tsis tuaj ntawm kev ua lag luam ntau npaum li ua ntej vim muaj kev hloov pauv tus cwj pwm hauv kev sau thiab cov tswv yim se tshiab. Lub caij no, muaj kev txaus siab ntxiv rau kev sau.
Nws tau hais tias "Txhua yam uas tau raug kaw hauv cov khoom khaws cia rau 30 xyoo, qhov no yog txhua yam, xav tau heev," nws hais. "Yog li kev sib tw ntawm kev lag luam kom tau txais kev nkag mus rau nws, muag nws, thiab tau txais txiaj ntsig thiab lwm yam, yog qhov kub, uas qee txoj hauv kev nce siab tag nrho rau nws."
Saib ntawm thaj chaw loj hlob hauv kev ua lag luam kos duab, nws hais tias qee qhov chaw hauv ntiaj teb uas tsis tau txais kev saib xyuas ntau npaum li lawv cov duab tam sim no tau txais lawv cov nuj nqis, xws li Japanese tej hauj lwm los ntawm 1950s thiab 1960s. Cov poj niam thiab cov neeg ua yeeb yam ntawm cov xim kuj yog ntu saib.
Pantera's Morehead Pom 'Positive Black-Swan' rau Crypto (2: 25 teev tsaus ntuj ET)
Dan Morehead, Pantera Capital tus tsim thiab CEO, tau hais tias kev tswj hwm kom meej meej tuaj yeem yog qhov kev tshwm sim tom ntej "dub-swan" rau kev lag luam crypto.
Morehead tau hais hauv lub rooj sib tham tias "Kev tswj kom meej meej yog ib yam uas tsis muaj leej twg xav tau, thiab muaj ob peb txoj hauv kev tuaj yeem tshwm sim," "Qhov ntawd tuaj yeem yog qhov zoo dub-swan."
Jay Clayton, yav dhau los tus thawj coj ntawm Securities & Exchange Commission, tau hais tias nws tsis xav ob-xav "los ntawm sab nraud" thaum nug yog tias nws pom zoo nrog Gary Gensler tus Thawj Kav Tebchaws tam sim no los foob Binance thiab Coinbase.
Clayton, tam sim no tus kws pab tswv yim ntawm Sullivan & Cromwell tau hais hauv lub rooj sab laj hais tias "Kuv xav tias peb tab tom muaj kev sib tham tsis meej txog qee yam uas yuav tsum muaj nuance." "Crypto yog ib qho thev naus laus zis tiag tiag. Kev siv thev naus laus zis blockchain hauv txhua yam ntawm peb cov nyiaj txiag yuav tsum tsis txhob muaj teeb meem. "
Carlyle Pom Kev Lag Luam Roj yog qhov tseem ceeb rau kev hloov pauv hluav taws xob (2 teev ET)
Rau Carlyle Group Inc., tus yuam sij rau kev hloov pauv ntawm lub zog tsis yog tawm ntawm cov lag luam uas siv cov pa roj carbon ntau, ib qho kev pom uas khiav tawm tsam qee cov tub ua lag luam uas tau cog lus tawm ntawm kev lag luam roj thiab roj.
Pooja Goyal, tus thawj coj ntawm tuam txhab peev nyiaj txiag rau kev tsim kho vaj tse, tau hais hauv lub rooj sab laj. "Nws tsis tau tshem tawm ib qho molecule ntawm carbon los ntawm huab cua."
Lub tuam txhab kev nqis peev pom "tsis muaj txiaj ntsig" los ntawm kev nqis peev hauv cov tuam txhab uas twb muaj lawm uas tsim "cov txiaj ntsig zoo tiag tiag" thaum koj ua haujlwm rau decarbonize lawv dhau sijhawm, nws hais.
Charles Baillie, tus thawj tswj hwm ntawm Quantum Energy Partners, tau hais hauv lub rooj sib tham tias cov nqi qis heev hauv cov roj thiab roj vim tias tsis muaj peev txheej uas cov tub ua lag luam tuaj yeem yuav cov lag luam uas twb muaj lawm, plaub npaug ntawm cov nyiaj rov qab ntau dua kaum xyoo thiab tom qab ntawd kaw lub lag luam. lag luam poob.
Cov tuam txhab lag luam lag luam shale tau sau cov txiaj ntsig keeb kwm ua tsaug rau kev siv nyiaj tsis tau pom dua li cov tub ua lag luam xav tau ntau dua. Lub caij no, cov tuam txhab roj hauv Teb Chaws Asmeskas tau nyob ze feem ntau nce kev loj hlob txhawm rau txhawm rau txhawm rau txhawm rau qhov muag ntawm lawv cov phooj ywg pej xeem thiab tawm ntawm kev nqis peev ntiag tug.
Wie West hais tias Players yuav tsum muaj lub suab nrov ntawm LIV (1:30 pm THIAB)
Retired LPGA golfer Michelle Wie West tau hais tias nws xav tsis thoob ntawm qhov kev sib koom ua ke ntawm PGA Ncig saib thiab Saudi-rov qab LIV Golf.
"Peb tsuas yog tsis muaj cov ntaub ntawv raug cai los txiav txim rau nws," Wie West tau hais hauv lub rooj sib tham. "Cov neeg ua si yuav tsum muaj lub suab nrov tshaj plaws thiab kuv xav tias hmoov tsis zoo hauv qhov xwm txheej no uas tsis yog li ntawd. Nws yuav siv ob peb lub hlis tom ntej no los xyuas seb qhov no yuav ua li cas. "
Wie West zaum nrog Mark Patricof, tus tsim ntawm Patricof Co., tus neeg ncaws pob peev thiab tawm tswv yim platform, ntawm lub rooj sib tham. Ib sab ntawm tus qub LPGA golfer, Patricof qhia cov neeg ncaws pob xws li Dwyane Wade, Carmelo Anthony, Blake Griffin thiab JJ Watt.
"Kev xav kev coj noj coj ua yuav tsum yog los ntawm cov neeg uas tsim kev ua kis las," Patricof hais.
Stifel's Donlin Pom Ntau Cov Neeg Ua Lag Luam Siv Kev Xaiv (12:40 teev tsaus ntuj ET)
Stifel Nicolaus & Co. tus thawj coj ntawm cov kev xaiv thiab kev ncaj ncees derivative lub tswv yim yog pom ntau tus tub ua lag luam uas tsis tau siv cov kev xaiv ib txwm muaj, ob qho tib si khw muag khoom thiab cov koom haum koom nrog, koom nrog cov cuab yeej.
"Tus thawj tswj hwm kev lag luam luv luv tsis yog sim kwv yees txoj cai paj laum tab sis nws raug yuam kom muaj kev pom zoo los ntawm qhov kev pheej hmoo," Stifel's Brian Donlin tau hais hauv lub rooj sib tham. "Siv cov kev xaiv yog txoj hauv kev zoo tiag tiag kom nyob ntawd yam tsis muaj kev cuam tshuam ntau dhau thiab koom nrog kev sib koom ua ke hauv cov cheeb tsam uas tsis yog koj qhov kev txawj ntse tseem ceeb."
Cov kev xaiv nrog xoom hnub kom tas sij hawm kuj tseem muab cov tub ua lag luam ntau lub peev xwm los tiv thaiv qhov xwm txheej muaj kev pheej hmoo ntawm cov lus nug nyob ib puag ncig kev lag luam kev lag luam, Donlin tau hais.
Joe Mazzola, tus thawj coj ntawm kev lag luam thiab kev kawm ntawm Charles Schwab & Co., tau hais tias cov kev xaiv muab kev hloov pauv tau yooj yim, tab sis nws tau ceeb toom tias cov tub luam yuav tsum ua kom lawv nkag siab txog cov kev pheej hmoo cuam tshuam yog tias lawv tsis kaw haujlwm ua ntej lawv tas sijhawm.
Guggenheim's Walsh Pom Cov Sijhawm Hauv Qiv (11:35 sawv ntxov ET)
Thaum nws los txog rau kev xa nyiaj ntsuab hauv kev lag luam tam sim no, Anne Walsh ntawm Guggenheim Partners Investment Management yog qhov zoo rau credit.
"Qhov zoo yog qhov yuav muaj, nyob rau hauv luv luv, ib qho kev ua tau zoo ntawm credit," tus thawj coj ntawm tuam txhab peev tau hais hauv lub rooj sib tham. Nws hais ntxiv tias muaj "muaj txiaj ntsig zoo" hauv kev nqis peev-qib cov nuj nqis, qiv nyiaj ntiag tug thiab cov nqi siab dua ntawm kev lag luam qiv nyiaj.
Nws zam qhov qis tshaj qhov credit, tshwj xeeb tshaj yog cov uas tsis muaj kev tiv thaiv kev cog lus.
Lub caij no, Sonal Desai, tus thawj coj ua lag luam rau Franklin Templeton Cov Nyiaj Tau Los Tas Nrho, yog qhov nruab nrab ntawm lub sijhawm lossis kev pheej hmoo rau lub sijhawm, hais txog "kev paub tsis meej" hauv kev ua lag luam siab.
Desai cia siab tias yuav muaj kev lag luam qeeb, tab sis "nws yuav tsis ua rau muaj kev ntxhov siab thiab ntse npaum li kev ntshai ntawm kev lag luam," nws hais. Walsh kuj tsis cia siab tias yuav muaj kev lag luam loj npaum li qhov kev sib kis thoob ntiaj teb qeeb lossis Ntiaj Teb Nyiaj Txiag Ntiaj Teb.
TCW's Koch Pom Qhov Muaj Peev Xwm Zoo Tshaj Plaws Ua Ntej (11:10 sawv ntxov ET)
TCW Group Inc. tus thawj tswj hwm tus thawj coj cia siab tias yuav muaj kev lag luam loj heev tshwm sim hauv Asmeskas uas yuav tsim cov hauv kev hauv kev qiv nyiaj ntiag tug thiab vaj tsev.
"Kuv xav tias muaj 100% tseeb tias peb yuav muaj kev poob qis," Katie Koch tau hais hauv lub rooj sib tham. "Peb tab tom yuav tsaws nruab nrab mus rau qhov nyuaj."
Nws hais ntxiv tias "Qhov kev rov qab tau ntev dua," nws hais ntxiv, "qhov ntev dua peb yuav tsum ua haujlwm tawm ntawm lub cev."
Thaum TCW muaj kev txhawj xeeb txog txoj hmoo ntawm kev ua lag luam hauv chaw ua haujlwm, Koch tau hais tias kev poob qis yuav tsim cov hauv kev hauv qee qhov chaw ntawm vaj tse. Tseem, chaw ua haujlwm vaj tsev yuav tsum tau hloov kho rau qhov tseeb tshiab ntawm kev ua haujlwm hybrid los ntawm kev txiav square footage, nws hais.
"Nws yuav tsum tau hloov kho zoo li cov khw muag khoom," ntxiv Koch, uas kuj tau hais tias kev qiv nyiaj ntiag tug yuav tsim "lub sijhawm zoo" rau cov tub ua lag luam.
TCW kuj tseem muaj kev txhawb siab rau cov vaj tsev uas muaj kev nyab xeeb, tshwj xeeb yog thaj chaw, vim yog cov khoom lag luam tsis txaus thiab muaj feem ntau uas cov tswv tsev yuav nyob hauv lawv lub tsev vim tias cov paj laum nce.
Universa's Taleb hais tias Cov Nqi Siab Tshaj Li Nyob Ntawm No (10:25 teev sawv ntxov ET)
Cov tub ua lag luam yuav tsum tau nyob nrog cov paj laum siab dua tsis hais txog kev nce nyiaj txiag txoj hauv kev, Nassim Nicholas Taleb, tus kws tshaj lij kws tshaj lij ntawm Universa Investments LP, tau hais hauv lub rooj sib tham.
"Lub tuam txhab nyiaj hauv nruab nrab tau cuam tshuam ntau yam vim tias tsis muaj kev nkag siab ntawm lub ntiaj teb reactive li cas. Lawv tsis pom kev nce nqi tuaj, ”nws hais. "Lawv yuav tsum tsis txhob hloov cov paj laum yav tom ntej yog tias koj muaj kev kub ntxhov sai npaum li lawv tau ua hauv xyoo 2008."
Nrog ib tiam ntawm cov tub lag luam uas tsis tau paub txog tus nqi siab dua, qhov kev poob siab ntawm qhov nrawm nrawm yog tseem rippling los ntawm kev lag luam, raws li Taleb. Nws hu ua vaj tsev thiab qhov nws hu ua "pseudo thev naus laus zis" yog qhov muaj kev phom sij tshaj plaws.
Nws tau hais tias "Txawm tias cov lag luam tsis zoo nyiaj txiag tau muag koj cov nyiaj tau los yav tom ntej," nws hais. “Lawv muag koj cov nyiaj. Nws zoo li Ponzi. "
Taleb kuj tau los so ntawm Bitcoin, hu nws "mob hlwb" uas tsis yog qhov zoo rau kev laundering nyiaj vim hais tias cov kev hloov pauv tau dhau lawm.
Bearish thiab qee zaus provocative views yog par rau chav kawm rau Taleb. Universa yog ib qho kev pheej hmoo ntawm kev pheej hmoo nyiaj txiag, uas zoo yuav cov ntawv pov hwm pov hwm uas them tawm hauv kev lag luam kev puas tsuaj.
Ex-NSA Boss Rogers hais tias cov tuam txhab yuav tsum koom nrog Asmeskas ntawm Tuam Tshoj (10 teev sawv ntxov ET)
Tsoomfwv Meskas cov thawj coj ua lag luam yuav tsum chij kev txhawj xeeb txog kev nce thaj tsam thaj tsam nrog Tuam Tshoj rau tsoomfwv Meskas, yav dhau los US National Security Agency Tus Thawj Coj Mike Rogers tau hais hauv lub rooj sib tham.
"Qhov tseem ceeb ntawm kev sib tham thiab kev sib tham ntawm tsoomfwv thiab kev lag luam ntiag tug yuav yog qhov tseem ceeb dua," Rogers, tus neeg saib xyuas plaub lub hnub qub, tau hais. " Koom nrog tsoomfwv, pab tsoomfwv Meskas kom nkag siab tias koj qhov kev txhawj xeeb yog dab tsi, tsis txhob xav tias Washington muaj kev txawj ntse hauv koj qhov kev lag luam tshwj xeeb."
Cov lus hais tawm los ntawm kev loj hlob geopolitical tensions ntawm Tuam Tshoj thiab Asmeskas, tshwj xeeb tshaj yog nyob ib ncig ntawm kev lag luam thiab thev naus laus zis.
Rogers tau hais tias "Kev sib raug zoo tsis nyob hauv qhov chaw zoo, thiab nws tsis yog qhov peb xav kom nws ua," Rogers hais.
Suav cov tub ceev xwm tau tshaj tawm thaum lub Tsib Hlis lig tias US chipmaker Micron Technology Inc. ua tsis tiav qhov kev tshuaj xyuas cybersecurity thiab ceeb toom cov neeg ua haujlwm ntawm cov txheej txheem tseem ceeb hauv lub tebchaws tiv thaiv kev yuav Micron cov khoom. Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam kuj tau nthuav tawm nws cov npe dub los qhia txog ntau dua 600 lub koom haum Suav, suav nrog cov tuam txhab loj xws li lub tshuab computer-server Inspur Group thiab chipmaker Semiconductor Manufacturing International Corp.
Rogers yog tus kws tshaj lij pab tswv yim ntawm Brunswick Group, lub tuam txhab pab tswv yim tseem ceeb uas muaj chaw ua haujlwm thoob ntiaj teb, suav nrog hauv Beijing.
Citi's Liu Hais tias Gen Z Xav Kev nqis peev los ua qhov zoo (9:30 sawv ntxov ET)
Millennial thiab Generation Z cov tub ua lag luam tau tsom mus rau kev ua haujlwm zoo nrog lawv cov nyiaj, hais tias Ida Liu, tus thawj coj thoob ntiaj teb ntawm Citigroup Inc. lub txhab nyiaj ntiag tug.
"Kuv ntseeg tias yav tom ntej peb yuav tsis tham txog ESG lossis cuam tshuam rau kev nqis peev raws li chav kawm cais," Liu tau hais hauv lub rooj sib tham, hais txog kev nqis peev ib puag ncig, kev sib raug zoo thiab kev tswj hwm. "Nws yuav tsis yog ib qho khoom sib cais - nws tsuas yog yuav yog ib feem ntawm cov ntaub ntawv tseem ceeb."
Citigroup cov tub ntxhais hluas cov neeg tau txais kev nqis peev hauv cov nyiaj ntsuab thiab vaj tse, piv txwv li, nws hais. "Peb muaj ib tus neeg siv khoom uas tau hais tias lawv xav tias plastics yog qhov pov tseg nuclear ntawm lub xyoo pua - peb tsim cov ntaub ntawv nyob ib puag ncig qhov ntawd."
Cov tuam txhab tswj hwm nyiaj txiag tau ua haujlwm los txhawb cov tub ntxhais hluas thiab ua kom lawv ua cov neeg siv khoom. Kev hloov pauv nyiaj txiag rau cov qub txeeg qub teg yuav luag tag nrho yuav luag $ 73 trillion hauv Asmeskas txog xyoo 2045, raws li kev kwv yees los ntawm kev tshawb fawb thiab kev sab laj tuam txhab Cerulli Associates.
Saira Malik, tus thawj coj ua lag luam ntawm TIAA's Nuveen LLC peev-tswj kev lag luam, tau hais hauv lub rooj sib tham tias kev lag luam yuav tsum txhim kho ntau haiv neeg ntawm nws cov neeg ua haujlwm. Tsawg dua li ib feem peb ntawm Latinos, piv txwv li, siv cov khoom lag luam nyiaj txiag lossis tus account, nws hais.
Goldman's Waldron Hais tias 'Mini Stagflation' Tau (9 teev sawv ntxov ET)
Teb Chaws Asmeskas tseem yuav zam tsis dhau kev lag luam tab sis tseem tab tom ntsib qhov muaj peev xwm ntawm "mini stagflation," Goldman Sachs Group Inc. Thawj Tswj Hwm thiab Tus Thawj Saib Xyuas Haujlwm John Waldron tau hais hauv lub rooj sib tham.
Waldron tau hais tias "Qhov no yog qhov kev kwv yees zoo tshaj plaws uas tseem tsis tau tshwm sim thiab yuav tsis tshwm sim," Waldron tau hais. "Kuv nquag nug kuv tus kheej thaum tsaus ntuj, Peb puas tuaj yeem muaj kev poob haujlwm nrog 3.5% kev poob haujlwm? Zoo li tsis zoo li. "
Ib qho txiaj ntsig uas lub tuam txhab tab tom npaj rau yog "qhov xwm txheej mini stagflationary," nws hais. "Qhov ntawd yuav tsis yog qhov hu ua kev lag luam poob qis, tab sis qhov ntawd yuav tsis zoo" vim tias nws "tuaj yeem nyob mus ib ntus uas koj nyuam qhuav tau txais kev loj hlob qeeb."
Ntau tus kws tshawb fawb txog nyiaj txiag tau kwv yees tias kev lag luam poob qis yuav los thaum Tsoom Fwv Teb Chaws Reserve aggressively nce cov paj laum kom qeeb kev lag luam thiab tiv thaiv kev nce nqi nyiaj txiag. Cov tuam txhab Asmeskas tau tshaj tawm ntau dua nyob rau thawj tsib lub hlis ntawm 2023 dua li ntawm tag nrho cov xyoo dhau los, thiab cov ntawv thov nyiaj poob haujlwm hauv Asmeskas tau dhia lub lim tiam dhau los mus rau qib siab tshaj txij thaum Lub Kaum Hli 2021.
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