Surveillance: Delayed Recession with Wizman
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 15 February 2023
⏱️ 37 minutes
🧾️ Download transcript
Summary
Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, expects a recession in the US this year, but 'it's clearly not going to start in the first quarter.' Dana Telsey, Telsey Advisory Group CEO and Chief Research Officer, says discretionary sales have moderated. Jim Bianco, Bianco Research President and Macro Strategist, says the 'no landing' scenario is growing. Stephen Schork, The Schork Group Principal, says there's potential for $100 a barrel oil.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 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. |
| 0:30.0 | This is Paul Swini, here to tell you about another podcast you should be listening to. |
| 0:34.0 | The tape. Join us every weekday as we bring you detailed analysis of the day's |
| 0:38.0 | Wall Street Action from Bloomberg Intelligence and Bloomberg Opinion, |
| 0:41.0 | and conversations with influential newsmakers. |
| 0:43.0 | There's absolutely nothing wrong with having some cash on the sides like you are leaning pretty hard toward equity. |
| 0:48.0 | Because of all the dislocations, there's always relative value trades that you can be doing. |
| 0:53.0 | Subscribe to the tape today on Apple, Spotify, Bloomberg.com or wherever you get your podcasts. |
| 1:00.0 | This is the Bloomberg surveillance podcast I'm Tom Keane, |
| 1:07.0 | along with Jonathan Farrow and Lisa Abramowitz. |
| 1:10.0 | Join us each day for insight from the best and economics, geo-politics, |
| 1:15.0 | finance, and investment. Subscribe to Bloomberg surveillance on demand, |
| 1:19.0 | on Apple, Spotify, and anywhere you get your podcasts and always. |
| 1:24.0 | I'm Bloomberg.com, the Bloomberg terminal, and the Bloomberg Business app. |
| 1:30.0 | Chair of Iceman is a global interest rate strategist and currency strategist at Macquarie, |
| 1:35.0 | with decades of experience in this. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.