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Bloomberg Surveillance

Surveillance: China & Fed With Beschloss

Bloomberg Surveillance

Bloomberg

Investing, Business News, Business, News

3.81.2K Ratings

🗓️ 25 August 2021

⏱️ 28 minutes

🧾️ Download transcript

Summary

Afsaneh Beschloss, RockCreek Group Founder & CEO, discusses how China's energy industry stands to benefit from the Taliban takeover of Afghanistan and what a tapering of Federal Reserve monetary policy could mean for global markets. Bob Michele, JPMorgan Asset Management CIO & Head of Global Fixed Income, Currency & Commodities, discusses modern monetary theory and explains why the Federal Reserve needs to “assert its independence” at the Jackson Hole symposium. Mark Zandi, Moody’s Analytics Chief Economist, says there is still a lot of slack in the economy. David Rubenstein, Host of Peer-to-Peer Conversations & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Phebe Novakovic, General Dynamics Chairman & CEO.

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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.

0:31.0

Together, we have the opportunity to build a more sustainable and inclusive future.

0:36.0

At the Bloomberg New Economy Forum, we help make this possibility a reality

0:41.0

by cultivating new connections among global leaders that transcend geographies, industries and ideologies.

0:48.0

Because when global leaders work together, the outcomes benefit all of us.

0:53.0

Learn more at BloombergNewEconomy.com

1:01.0

Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane,

1:08.0

along with Jonathan Ferrell and Lisa Abralwitz.

1:11.0

Daily, we bring you insight from the best,

1:14.0

an economics finance investment and international relations,

1:18.0

find Bloomberg's surveillance, an Apple podcast suncloud,

1:22.0

Bloomberg.com and of course, on the Bloomberg Terminal.

1:30.0

This is a really important conversation.

1:32.0

It's typically done at Davos.

1:34.0

It is maybe done at Jackson Hole.

1:36.0

It has done at world meetings where she holds court with profound and original perspective,

...

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