Big Media Deals on the Horizon, Rubenstein Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 14 June 2018
⏱️ 33 minutes
🧾️ Download transcript
Summary
Robert Sinche, Amherst Pierpont Securities Global Strategist, says the current U.S. administration has done a lot to stimulate the economy. Jane Foley, Rabobank Senior Currency Analyst, thinks many central bankers are assuming that wage inflation will rise.Richard Greenfield, BTIG Media and Technology Analyst, says changes in consumer behavior are spurring rapid consolidation in media. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, predicts we'll see more media transactions of size getting done quickly.
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| 0:00.0 | To me, context is about pattern recognition. |
| 0:02.8 | It's connecting the dots. |
| 0:04.4 | It's giving readers an ability to synthesize |
| 0:07.6 | a number of different perspectives |
| 0:09.2 | so they can understand how the greater whole works, |
| 0:12.0 | because nothing really occurs in isolation anymore. |
| 0:14.4 | I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion. |
| 0:18.0 | On our platform, we ask tough questions and solve complex problems with the facts in mind. |
| 0:23.0 | Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:40.0 | Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, |
| 0:48.1 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts SoundCloud, Bloomberg.com, and of course, on the |
| 0:56.4 | Bloomberg. So on the agenda, a slightly hawkish fed an ECB discussing the end of |
| 1:07.8 | QE and the President of the United States considering slapping on tariffs on China |
| 1:11.4 | just as signs of weakness emerge in the world's second |
| 1:14.4 | largest economy. Bob since joins us now and her spearpon securities global |
| 1:18.1 | strategist. Bob what's that to worry about? Just walk me through it. Well, I think the trade issue is going to be the one to focus on over the next six to nine months. |
| 1:30.1 | You know, the administration has done a lot to stimulate this economy |
| 1:33.7 | uh my colleague Steve Stanley thinks we we have the potential for a five |
| 1:38.0 | handle on GDP in the second quarter we'll see how some of the trade numbers and |
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