Jay Returns To The Surveillance Show

Jay joins Lisa and Ann Marie to discuss Nvidia’s blow out earnings, the lack of geo political fear in markets which he ties into TPW’s macro surprise #3 the return to stability and lays out what that means for asset allocation with a focus on EM & Commodities. Listen now!

https://www.bloomberg.com/news/audio/2024-05-24/bloomberg-surveillance-tv-may-24-2024?sref=ftskAWJe