Quantexa's Marria on Bloomberg TV

Ray Dalio, the founder of Bridgewater Associates, recently shared his insights on the significance of including gold in investment portfolios, the Federal Reserve's monetary policy, and the economic challenges China is facing, particularly in light of tariffs affecting the American economy. His discussion with Bloomberg's Lisa Abramowicz at the Greenwich Economic Forum highlights the importance of strategic asset allocation in uncertain times, making it a relevant topic for investors looking to navigate the current economic landscape.

David Marcus, CEO of Lightspark, recently stated that Bitcoin is significantly undervalued compared to gold, referring to it as the 'internet of money.' His insights shared on Bloomberg Open Interest highlight the potential of Bitcoin as a transformative financial asset, suggesting that its true value may not yet be recognized by the market. This perspective is important as it could influence investor sentiment and drive interest in cryptocurrencies.

At the 2025 Bloomberg Canadian Finance Conference in New York, industry leaders Scott Burrows, Eileen Marikar, and Vern Yu discussed the crucial role of pipelines and midstream infrastructure in shaping Canada's economic future. Their insights highlight the importance of energy infrastructure in driving growth and sustainability, making this conversation particularly relevant as Canada navigates its energy transition.

At the 2025 Bloomberg Canadian Finance Conference in New York, Aida Cipolla from Ontario Power Generation and David Timm from Northland Power shared insights on Canada's potential to lead in the global energy sector. Their discussion highlights the importance of Canada's role in shaping sustainable energy solutions, which is crucial for addressing climate change and energy demands worldwide.

Stéfane Marion, the Chief Economist at the National Bank of Canada, shared insights on Canada's economic outlook during a discussion with Bloomberg's Erik Hertzberg at the 2025 Bloomberg Canadian Finance Conference in New York. This conversation is significant as it sheds light on the economic trends and forecasts that could impact both Canadian markets and global investors.

Micron is receiving a significant boost from Morgan Stanley, which has upgraded its stock to a buy with an impressive price target of $220. This upgrade comes with expectations of double-digit price gains in the near future, signaling strong confidence in Micron's performance. Joseph Moore, the Senior Semiconductor Analyst at Morgan Stanley, discussed this optimistic outlook on Bloomberg Open Interest, highlighting the potential for growth in the semiconductor sector.

Ray Dalio, the founder of Bridgewater Associates, recently emphasized the importance of including gold in investment portfolios, suggesting it should constitute around 15%. He argues that gold serves as an excellent diversifier, especially in uncertain economic times. This insight is particularly relevant for investors looking to safeguard their assets and navigate market volatility.

Ray Dalio, the founder of Bridgewater Associates, recently shared his insights on the current state of interest rates in the US, describing the situation as 'slightly mixed.' Speaking with Bloomberg's Lisa Abramowicz at the Greenwich Economic Forum, Dalio's analysis highlights the complexities of monetary policy and its implications for the economy. Understanding these nuances is crucial for investors and policymakers alike, as they navigate the potential impacts on markets and economic growth.

EQT, a leading private equity firm from Sweden, is making a significant leadership change as Jean Eric Salata prepares to take over from founder Conni Jonsson as chair. This transition, set for the next shareholder meeting in May, underscores EQT's strategic focus on long-term growth in Asia, where Salata currently leads operations. This move not only reflects the firm's commitment to expanding its influence in the Asian market but also positions EQT for future success in a rapidly evolving global economy.

Noor Sweid, the Founder and Managing Partner of Global Ventures, recently shared insights on Bloomberg TV during the JPMorgan Tech Stars Conference in London. This appearance highlights the growing influence of venture capital in the tech industry and showcases Sweid's expertise in identifying promising startups. Her participation in such a prestigious event underscores the importance of innovation and investment in shaping the future of technology.

The European Union is taking a strong stance against Russia's shadow oil fleet by proposing sanctions on three companies that have been supplying fake flags to sanctioned oil tankers. This move is significant as it aims to tighten the noose around illicit oil trade and uphold international sanctions, showcasing the EU's commitment to combating evasion tactics used by Russia.

JPMorgan Chase & Co. is facing a staggering $115 million in legal fees due to the actions of Charlie Javice and another executive who were convicted of defrauding the bank. This ongoing legal battle has not only drained the bank's resources but has also captured the attention of Wall Street, highlighting the serious implications of corporate fraud. The situation raises questions about accountability and the measures banks take to protect themselves from such deceit.

Chancellor Rachel Reeves will present her economic plans in her second Budget on November 26.

The EU's decision to match Donald Trump's steel tariffs by doubling import levies to 50% has raised alarms in the UK, where 80% of steel exports go to Europe. This move is seen as a significant threat to the UK steel industry, which is already facing challenges. The lobby group representing the sector has labeled this change as the biggest crisis the industry has ever faced, highlighting the potential economic repercussions for the UK.

Canada's merchandise trade deficit has widened to approximately $4.53 billion in August, indicating a retreat in exports. This decline is significant as it reflects challenges in the country's trade balance, which could impact economic growth and employment. Understanding these trends is crucial for policymakers and businesses alike, as they navigate the complexities of international trade.

In a significant move, lenders may be required to pay out £8.2 billion in compensation to drivers affected by car finance mis-selling, according to the Financial Conduct Authority (FCA). This payout, averaging £700 per driver, highlights the FCA's commitment to consumer protection and accountability in the finance sector. It matters because it not only provides financial relief to those wronged but also sets a precedent for stricter regulations in the industry.

Europe's Stoxx 600 index has dipped as concerns rise over a political crisis in France. This situation is significant as it could impact investor confidence and market stability across the continent. The unfolding events in France may lead to increased volatility in European markets, making it crucial for investors to stay informed about the developments.

The European Union is planning to impose a 50% tariff on excess steel imports to address the growing issue of overcapacity in the steel sector. This move comes in response to rising steel imports and tariffs from other countries, which have been creating additional challenges for EU steel producers. By implementing these tariffs, the EU aims to protect its domestic industry and stabilize the market, ensuring a more sustainable future for steel production in the region.