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Bloomberg Surveillance

Macklow-Smith: Political events mask improving fundamentals

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 18 May 2016

⏱️ 21 minutes

🧾️ Download transcript

Summary

Macklow-Smith: Political events mask improving fundamentals

Transcript

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0:00.0

When you get your news from Bloomberg, you don't just get the story. You get the story behind the story.

0:07.0

How your Evie's battery may not be as green as it seems.

0:11.0

Why a decrease in global birth rates could send countries scrambling to increase immigration.

0:16.2

You get context.

0:17.6

And context changes how you see things, how you change things, because context changes everything. Go to Bloomberg

0:24.6

dot com to get context.

0:28.6

This is Bloomberg surveillance.

0:35.0

We have to get back to a point where we understand and believe that interest rates going up is actually good for the economy and good for the stock market.

0:42.0

Over long periods of time, these smaller banks can and do deliver for their shareholders

0:46.9

if they're managed well.

0:48.4

You can get a better portfolio if you find a lot of attractive, idiosyncr opportunities and we think this is a pretty good

0:55.3

environment for that.

0:56.5

Bloomberg surveillance, your link to the world of economics, finance and investment

1:01.8

on Bloomberg Radio. Good morning everyone. Bloomberg. Finance and Washington, Bloomberg 960, good early morning in the Bay in San Francisco and 1130 here in New York.

1:16.6

Good morning. What a baseball game last night.

1:19.8

It was as if it was the edge of the playoffs into the World Series, the Mets, the Nationals

1:26.1

Mike, I so much wanted to be there.

1:28.3

I just couldn't get out.

1:29.5

The city field.

1:30.5

We should have gone.

1:31.5

Four. Noah Syindergard.. Ten strike out seven shutout. Nine hits total. Besting

1:36.7

Max Scherzer who, you know, struck out 20 in his last game.

...

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