June 29, 2026
1,905
36
5
2.15%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
See what was published immediately before and after this episode.
39:50Now PlayingDespite agreeing that AI is likely as transformative as its proponents argue, Ed Cole believes it’s too early to understand whether there’s a bubble. Meanwhile, the growing backlash against globalization and an effort to reshore means traditional 60/40 portfolios are at risk of becoming outdated. A reallocation of assets across gold, small caps and liquid alternatives could be essential to keep up with a changing macro environment. Cole is the head of multi-strategy equities at Man Group, the world’s largest publicly-traded hedge fund.
Watch Bloomberg Vodcasts
Subscribe to Bloomberg Podcasts
Visit our other YouTube channels:
Bloomberg Television
Bloomberg Originals
For coverage on news, markets and more
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.