It's Time to Raise Cash Levels, Joseph Cohen Says

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.8 • 1.2K Ratings

🗓️ 24 July 2018

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today we feature Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist. She joins the usual suspects and Bloomberg Intelligence's Paul Sweeney to talk tech regulation and what's trending at hedge funds. Jeff Currie, Goldman Sachs Global Head of Commodities Research, lays out which EM currencies are most vulnerable to oil prices. And Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, thinks in general, the idea that the U.S. has the upper hand in trade talks is mistaken.

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Transcript

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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.
0:57.4	Let me Joseph Cohen with his. Thank you.
1:03.0	I'm Joseph Cohen with us and what a pleasure it is to have her with us with really the
1:08.2	giant of Bloomberg Intelligence, someone with decades of experience in
1:11.2	securities research in media and also in this new
1:14.8	area technology. Paul Sweeney and Abby Joseph Cohen on what alphabet and the
1:20.1	rest of them wrought. Paul I want to open this up with the joy of having Abby with us
1:25.5	to what we're observing.
	...

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