Putin to Come Prepared, Will Trump?, Kaplan Asks
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 5 July 2018
⏱️ 36 minutes
🧾️ Download transcript
Summary
Doug Kass, Seabreeze Partners President, explains why his forward looking concerns are plentiful. Robert D. Kaplan, Eurasia Group Senior Advisor and Center for a New American Security Fellow, observes that world leaders do not know how to analyze and predict President Trump ahead of his visit to Europe next week. Benn Steil, CFR Senior Fellow and Director of International Economics, says Russia is ratcheting up its actions on NATO's borders. Diane Swonk, Grant Thornton Chief Economist, discusses how the U.S. could de-escalate and avoid a major trade war.
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Transcript
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| 0:00.0 | There's so much news happening around the world that we're somehow supposed to stay on top of. |
| 0:05.5 | That's why we launched The Big Take. It's a daily podcast from Bloomberg and I Heart |
| 0:11.4 | Radio that turns down the volume a bit to give you some space to think. |
| 0:16.5 | I'm Wes Kossova. |
| 0:18.0 | Each weekday I dig into one important story and talk about why it matters. |
| 0:23.7 | Listen to the big take on the I Heart Radio app, |
| 0:26.6 | Apple Podcasts, we bring you insights. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, |
| 0:47.8 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Apple Podcast, SoundCloud, |
| 0:53.8 | Bloomberg.com, and of on caution in the market. |
| 1:08.4 | Doug, where are you in your trading right now? |
| 1:10.6 | Are you, you know, doom and gloom short or are you doing something |
| 1:13.6 | different now I'm doing something different I'm still carrying a small net long |
| 1:17.5 | exposure with a plan Tom and John to short strength as the S&P rises to what I believe to be the top end of the range |
| 1:25.8 | which is you know another 50 S&P points or so I look my forward-looking concerns are plentiful. Trade wars, the message of the |
| 1:35.8 | bond market as well as the message of the bank's stock market, the rising |
| 1:39.9 | ambiguity of global economic growth, the possible repudiation of the so-called |
| 1:44.7 | synchronized global economic recovery the rising geopolitical risk particularly |
| 1:50.9 | in Europe with the immigration issues dividing the EU and splintering some of the |
| 1:56.2 | entrenched parties and also most importantly the possibility of policy mistakes of both the White |
| 2:01.4 | House and the Fed at the latter. |
... |
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