Jay Bryson, Wells Fargo Chief Economist, says we are always flying blind in this economy. Douglas Holtz-Eakin, American Action Forum President, discusses debt-limit talks between Biden and McCarthy. Diana Amoa, Kirkoswald Asset Management CIO of Long Biased Strategies, says valuations aren't "based purely on fundamentals," and that investors are getting "FOMO." Larry Adam, Raymond James Chief Investment Officer, says tech continues to reinvent itself. Mandeep Singh, Bloomberg Intelligence, discusses Nvidia soaring on strong AI demand outlook.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.