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Bloomberg Surveillance

Single Best Idea with Tom Keene: David Rosenberg & Constance Hunter

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 5 March 2024

⏱️ 8 minutes

🧾️ Download transcript

Summary

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with David Rosenberg and Constance Hunter. 

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

Looking for the latest perspectives to help simplify changing market conditions,

0:04.6

go to Nationwide, one of America's largest financial services companies,

0:08.9

Nationwide Investment Services Corporation,

0:11.5

and remember Columbus, Ohio.

0:15.0

It is single best idea, where we try to put together the conversations we have on economics

0:24.4

finance investment and international relations pick out two of our guests that's

0:30.1

hard to do kitchoouk's today was absolutely fabulous

0:32.8

with Society General, among others.

0:35.5

But we go here with Constance Hunter

0:37.7

of macro policy perspectives on a meeting

0:40.0

she took with Secretary Raimondo

0:42.1

last night at the Council on Foreign Relations.

0:44.0

But before that, David Rosenberg of Rosenberg research in Toronto and what's so important here,

0:50.3

and this is something we really try to do, it's just to frame out who these people are.

0:55.0

David Rosenberg worked for Merrill Lynch and was absolutely iconic at parsing out inflation when very few people did that.

1:05.0

It was like Dylan at the Philadelphia Folk Festival or whatever

1:08.0

where he picked up an electric guitar.

1:10.0

Rosenberg did this before anybody else.

1:13.0

So he's parsing out inflation and we talked to him,

1:16.0

but then we of course had to speak with David Rosenberg

1:20.0

about parsing out what Jerome Powell will say to the politicians.

1:23.9

The Fed has already walked back that dovishness in December.

...

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