Surveillance: Covid Zero with Weinstein
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 November 2022
⏱️ 25 minutes
🧾️ Download transcript
Summary
Brian Weinstein, Morgan Stanley Investment Management Head of Global Fixed Income, says that, from an investment perspective, the protests in China are just another part of the broader story of economic turmoil. Lara Rhame, FS Investments Chief US Economist, says the bond market is pricing in a recession. Ellen Wald, Atlantic Council Senior Fellow, says the future of oil in the US is very hazy. Dan Ives, Wedbush Securities Senior Equity Analyst, says Apple is at the mercy of China's Covid Zero policy.
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Transcript
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| 0:00.0 | Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic |
| 0:05.9 | headwinds? Will the tense geopolitical climate ease or escalate? This is the Outthinking |
| 0:11.4 | Investor. Join us as we re-examine the past, present-day opportunities and future possibilities |
| 0:18.3 | in global capital markets. The Outthinking Investor, an award-winning |
| 0:23.2 | podcast from PGIM. This podcast is intended solely for professional |
| 0:27.1 | investor use. Past performance is not a guarantee of future results. |
| 0:30.5 | The world needs solutions. On October 24th at the London edition of the Bloomberg |
| 0:34.5 | Technology Summit, join leaders, innovators and entrepreneurs to discuss |
| 0:38.2 | technologies that are poised to solve our most pressing global challenges. From |
| 0:43.2 | reducing CO2 emissions and making cities more livable to affordable health |
| 0:47.2 | care and combating food insecurity. Executives from Deliveroo, Zeeman's |
| 0:51.8 | Graphical Remore will examine where tech innovation can take us. Learn more at |
| 0:56.4 | BloombergLive.com. Slash Tech Summit 2023. |
| 1:04.5 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, along with |
| 1:09.5 | Jonathan Ferrell and Lisa Abramowitz. Daily, we bring you insight from the best |
| 1:14.5 | and economics, finance, investment and international relations. Find Bloomberg |
| 1:20.0 | surveillance, an Apple podcast, SoundCloud, Bloomberg.com and of course, on the |
| 1:25.5 | Bloomberg Terminal. |
| 1:29.2 | Joining us now is Brian Weinstein, the head of fixed income at Morgan's |
| 1:31.6 | standing investment management. Brian, I want to start with the events, the |
| 1:33.9 | unrest in China over the weekend and walk me through how you and the team are |
| 1:37.3 | thinking about it this Monday morning. |
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