Surveillance: $150 Oil With JPMorgan's Malek
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 December 2021
⏱️ 31 minutes
🧾️ Download transcript
Summary
Christyan Malek, JPMorgan EMEA Oil & Gas Research Head, says shale is in a straitjacket right now. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says sectors are going to matter in the new year. Helane Becker, Cowen Senior Research Analyst, warns that there may be some airlines that won't be able to survive if the U.S. implements travel curbs similar to Europe. Mike Darda, MKM Chief Economist and Market Strategist, says the U.S. labor market is tightening at a rapid pace.
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Transcript
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| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
| 0:05.0 | Whatever you see at PGM, we can help you rise to the challenges of today |
| 0:10.0 | when active investing and disciplined risk management are needed most. |
| 0:14.0 | Drawing on deep expertise across the world's public and private markets |
| 0:18.0 | in pursuit of long-term returns. |
| 0:21.0 | Our investments shape tomorrow today. |
| 0:24.0 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:30.0 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 0:38.0 | along with Jonathan Ferrell and Lisa Abramowitz. |
| 0:42.0 | Daily, we bring you insight from the best, |
| 0:45.0 | an economics finance investment and international relations |
| 0:49.0 | to find Bloomberg's surveillance, an Apple podcast suncloud, |
| 0:53.0 | Bloomberg.com, and of course, on the Bloomberg terminal. |
| 0:59.0 | If you are part of Global Wall Street on the radio and television this morning, |
| 1:02.0 | this is not only the interview of the day, but I'm sorry. |
| 1:05.0 | Maybe it's the interview of 2021. |
| 1:08.0 | Long ago, in far away, at Deutsche Bank, Adam Seminsky had a team |
| 1:12.0 | to dream of on hydrocarbons. |
| 1:15.0 | They were read, cover-to-cover worldwide. |
| 1:18.0 | Christian Malik, part of that team, and he is now at JP Morgan, |
| 1:21.0 | or he has a 32-page PowerPoint migrating base-case oil out to 80 |
| 1:27.0 | with possibilities out to well over $100 a barrel, |
... |
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