Zortix
Ask Zortix…⌘K
Get the digest
Everything the podcasts said · one show
Bloomberg Surveillance
≈ daily
Follow

Daily macro and markets show from Bloomberg.

In the last 30 days, Bloomberg Surveillance produced 360 attributed ideas; most-discussed: SPY, RSP, ORCL.

79
Ideas · 7d
360
Ideas · 30d
1599
Ideas · all time
248
Episodes
Names this show discusses most
30D
SPY · 1RSP · 1ORCL · 1LUV · 1META · 1
90D
SPY · 1RSP · 1ORCL · 1LUV · 1META · 1

Theses first heard here · 18

Steady rate rises seen as a buying opportunityFIRST HEARD 15 OCT
French corporate bonds safer than sovereign debtFIRST HEARD 8 OCT
Wealth is abundant and geographically dispersedFIRST HEARD 21 SEP
AI capex boom drives growth, not inflationFIRST HEARD 16 SEP
US economy resilient with broadening capex demandFIRST HEARD 9 SEP
Latest attributed ideas · most recent first
26 OCTYESTERDAYBloomberg Surveillance TV: October 26th, 2026
Fed skip seen as cementing December hike
Open in Zortix →
26 OCTYESTERDAYBloomberg Surveillance TV: October 26th, 2026
Quality tech overweight amid AI build-out nerves
Open in Zortix →
26 OCTYESTERDAYBloomberg Surveillance TV: October 26th, 2026
Hyperscaler credit as a relative safe haven
Open in Zortix →
26 OCTYESTERDAYBloomberg Surveillance TV: October 26th, 2026
Chipmaker earnings risk seen as low
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Neutral to defensive on equities after strong run
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Bonds become interesting at 5% yields
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Shift from AI builders to beneficiaries
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Gold as the ultimate hedge at a technical juncture
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Real assets attractive on sticky inflation
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Investment-grade credit at 6% yield attractive
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
AI debt and equity issuance raising cost of capital
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Fixed income becoming competitive with equities
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Chinese compute as a threat to US AI advantage
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Healthcare as a woefully underappreciated AI beneficiary
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Geopolitics driving domestic affordability debate
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Expansionist US foreign policy likely post-election
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
International equities for diversification from AI
Open in Zortix →
26 OCTYESTERDAYMarket Uncertainty Ahead of the Midterms
Early innings of a broader commodity cycle
Open in Zortix →
26 OCTYESTERDAYInstant Reaction: Anthropic Files for IPO
Anthropic IPO as a test for AI market appetite
Open in Zortix →
26 OCTYESTERDAYInstant Reaction: Anthropic Files for IPO
Risks concentrated in smaller AI infrastructure firms
Open in Zortix →
24 OCT3D AGOAffordability In Focus Ahead of Midterms; US National Wealth Tax Debate
Long-term buy-and-hold of quality companies
Open in Zortix →
24 OCT3D AGOAffordability In Focus Ahead of Midterms; US National Wealth Tax Debate
Equal-weight S&P 500 over market-cap weighted
SHOWS SPLIT15 SHOWS · NOT ALL ON THE SAME SIDESPYOpen in Zortix →
24 OCT3D AGOAffordability In Focus Ahead of Midterms; US National Wealth Tax Debate
Employer health plan costs hitting a tipping point
Open in Zortix →
24 OCT3D AGOAffordability In Focus Ahead of Midterms; US National Wealth Tax Debate
Cash as a new asset class post-2022
Open in Zortix →
24 OCT3D AGOAffordability In Focus Ahead of Midterms; US National Wealth Tax Debate
National wealth tax as a future necessity
Open in Zortix →
24 OCT3D AGOAffordability In Focus Ahead of Midterms; US National Wealth Tax Debate
State wealth taxes drive out residents
Open in Zortix →
24 OCT3D AGOAffordability In Focus Ahead of Midterms; US National Wealth Tax Debate
Gen Z investors shifting to lower-risk assets
Open in Zortix →
23 OCT4D AGOBloomberg Surveillance TV: October 23rd, 2026
AI trade shifts to quality and balance sheet strength
Open in Zortix →
23 OCT4D AGOBloomberg Surveillance TV: October 23rd, 2026
AI as an eight to ten year build-out cycle
Open in Zortix →
23 OCT4D AGOBloomberg Surveillance TV: October 23rd, 2026
Hyperscaler CapEx plans as a key market signal
Open in Zortix →
Browse all shows →The weekly signal →Monthly attention report →Run this show? Claim this page →What Zortix will never do →
IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION