Surveillance: Earnings Scorecard with Goldman's Kostin
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 October 2022
⏱️ 26 minutes
🧾️ Download transcript
Summary
Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says nobody knows what the market is or should do going forward given the complexity of the new macro environment. David Kostin, Goldman Sachs Chief US Equity Strategist, discusses the US dollar’s impact on earnings and why he thinks there will be fewer buybacks next year. Lindsey Piegza, Stifel Chief Economist, says the market is consistently underestimating the level of inflation. Steve Case, AOL Co-Founder, discusses his new book “The Rise of the Rest” and his outlook for the tech sector.
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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 |
| 1:25.6 | Bloomberg Terminal. |
| 1:29.2 | Kenny Kaminsky joins us now. She for research tried to just to alpha |
| 1:31.8 | simplex. Kenny, you're much more than that. You guys have had a massive |
| 1:36.0 | year. Kenny, can you walk me through what's worked this year and what hasn't |
| 1:40.1 | worked this week? |
... |
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