Surveillance: Coronavirus Treatments With Sharfstein
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 April 2020
⏱️ 31 minutes
🧾️ Download transcript
Summary
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, is very bullish on America's recovery, saying there is more than enough federal stimulus for now. Joyce Chang, JPMorgan Chair of Global Research, says revisions on dividends and earnings will continue. Joshua Sharfstein, Johns Hopkins University Bloomberg School of Public Health Vice Dean for Public Health Practice and Community Engagement, says it's important to temper expectations about potential coronavirus treatments. Ted Alden, CFR Senior Fellow & Author of "Failure to Adjust: How Americans Got Left Behind in the Global Economy," says there are a lot of incentives now for countries to pursue more nationalist policies. Martijn Rats, Morgan Stanley Global Oil Strategist, says the oil market is trading at an unusually deep discount.
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Transcript
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| 0:00.0 | Welcome to Crash Course, a podcast about business, political, and social disruption and what we can learn from it. |
| 0:07.0 | I'm Tim O'Brien. Every week on Crash Course, I'm going to bring listeners directly into the arenas where epic upheavals occur and |
| 0:15.5 | I'm going to explore the lessons we can learn when creativity and ambition collide |
| 0:20.7 | with competition and power. |
| 0:23.0 | Listen to Crash Course every Tuesday on the IHeartRadio app, Apple Podcasts, |
| 0:28.0 | or wherever you get your podcasts. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, and international |
| 0:48.9 | relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com and of course |
| 0:56.2 | on the Bloomberg. |
| 0:57.2 | Joining us now pleased to say is Charles Cantas, Celia, portfolio manager at New Berger, Berman. |
| 1:02.2 | Charles, great to have you with us on the program. |
| 1:04.4 | I know you've been thinking about the following, |
| 1:06.0 | and I've been thinking about it too. |
| 1:07.6 | Privilege, the privileged companies that have the access to the liquidity |
| 1:11.0 | to get through this particular crisis. |
| 1:13.6 | Walk me through your thinking at the moment. |
| 1:15.1 | Look, I think we're in unprecedented times. |
| 1:18.8 | It's all about duration and when we restart the economy and the businesses that survive that lullin activity |
| 1:28.6 | are going to and then benefit thereafter. |
| 1:31.4 | So for us, privileged our companies that you |
| 1:33.4 | throw to own when the market's going down because you know that the |
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