Surveillance: Can't Rely On Central Banks, El-Erian Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 January 2020
⏱️ 35 minutes
🧾️ Download transcript
Summary
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the market will bottom once the number of coronavirus infections stabilizes. Walter Piecyk, Lightshed Technology, Media & Telecom Analyst and Partner, says the valuation of Apple is at a new realm and premium. Stephen Pagliuca, Bain Capital Co-Chairman & Boston Celtics Co-Owner, reflects on the life and legacy of Kobe Bryant. Mohamed El-Erian, Allianz Chief Economic Adviser and Bloomberg Opinion Columnist, says we cannot rely on central banks to keep the whole game going. Andrew Hollenhorst, Citigroup Global Markets Chief U.S. Economist, says there is so much uncertainty in the economy because of the coronavirus.
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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. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
| 0:43.3 | Daily, we bring you insight from the best in economics, finance, |
| 0:47.1 | investment, and international relations. |
| 0:49.7 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, |
| 0:56.2 | on the Bloomberg. |
| 0:57.8 | Gabriel Santos with us to get us started here this morning. |
| 1:01.1 | We've got a lot of different voices for you. |
| 1:03.0 | First of all, you know, I know what Bloomberg's doing with our entire Asia |
| 1:06.4 | contingent. I know J.P. Morgan the same thing. What are you doing in terms of |
| 1:10.2 | investment to adapt to a Asia in crisis. |
| 1:15.0 | So coming into the year, we were having a pretty optimistic view |
| 1:18.9 | around global growth, stability, |
| 1:20.9 | feeling a little bit more optimistic about especially a region like |
| 1:24.0 | emerging markets. With that said we were also coming into the year with |
| 1:28.5 | protection, right? We weren't fully all in on risk assets. So I think that's exactly for moments like these |
| 1:35.1 | right we weren't exactly expecting this particular risk. There were a whole |
| 1:38.8 | other list of risks. So thinking of things like treasuries, gold, safe haven currencies, real assets, that's what they were there for. |
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