Bloomberg Surveillance TV: October 31st, 2025

from Bloomberg Surveillance · host Bloomberg

- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management- Gene Munster, Managing Partner at Deepwater Asset Management- Ed Mills, Washington Policy Analyst at Raymond James- Winnie Cisar, Global Head of Strategy at CreditSightsJim Caron, CIO at Morgan Stanley Investment Management, talks equity valuations and the disconnect between markets and the economy. Gene Munster, Managing Partner at Deepwater Asset Management, give his take on the week's megacap tech earnings. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss Nvidia CEO Jensen Huang's hopes to sell the company's advanced Blackwell chips in the Chinese market. Winnie Cisar, Global Head of Strategy at CreditSights, weighs in on Meta's massive debt sale.See omnystudio.com/listener for privacy information.

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This episode is 27 minutes long.

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This episode was published on October 31, 2025.

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