Surveillance: Apple's Disappointing Q2 With Munster
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 May 2020
⏱️ 33 minutes
🧾️ Download transcript
Summary
Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple was the most at-risk large U.S. tech company for reporting a disappointing quarter due to the company’s hardware businesses and exposure to China. Mohamed Younis, Gallup Editor-in Chief, says most Americans are putting their trust in local officials to get them out of the economic hole caused by the coronavirus pandemic. Henrietta Treyz, Veda Partners Director of Economic Policy, explains how the nature of the U.S.-China trade dispute will change because of the coronavirus outbreak. Michael Gapen, Barclays Chief U.S. Economist, says the U.S. unemployment rate may rise as high as 19% in April and remain elevated for several years. Dr. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health, says he has a lot of hope for antibody testing.
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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 | Jaley, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.5 | Daly, 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 |
| 0:56.2 | the Bloomberg. |
| 0:57.2 | He knows it well. |
| 0:58.2 | Gene Munster for years at Piper Jaffrey, Gene Munster with Loop Ventures now on where we are in technology. |
| 1:05.0 | Gene, I know John's got a lot of questions on philosophy. |
| 1:08.0 | Let me ask you a cash question. |
| 1:10.0 | They raise the dividend, 6% at Apple, they've retired 24% of the stock in about five years. |
| 1:17.0 | What's the January 1st cash return to Apple to shareholders? |
| 1:22.0 | Can I say it's as high as 7%? Yeah, that's exactly the right |
... |
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