Surveillance: Eisman Ends Bet Against Tesla
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 5 February 2020
⏱️ 42 minutes
🧾️ Download transcript
Summary
Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, discusses the companies he is currently shorting. Doug Kass, Seabreeze Partners President, talks about parabolic moves, like the one in Tesla, reminding they almost always return to the point of breakout; also Kass explains why he thinks shares of Amazon will trade $5000 a share by 2023. John Hudak, Brookings Senior Fellow Governance Studies, hopes this is the end of the Iowa caucuses. Francisco Blanch, Bank of America Head of Global Commodities & Derivatives Research, says that the Fed cutting rates has created a huge tailwind for risk assets and commodities. Lindsey Piegza, Stifel Chief Economist, says moderate growth is the new normal for 2020.
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Transcript
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| 0:00.0 | There's so much news happening around the world that we're somehow supposed to stay on top of. |
| 0:05.5 | That's why we launched The Big Take. It's a daily podcast from Bloomberg and I Heart |
| 0:11.4 | Radio that turns down the volume a bit to give you some space to think. |
| 0:16.5 | I'm Wes Kossova. |
| 0:18.0 | Each weekday I dig into one important story and talk about why it matters. |
| 0:23.7 | Listen to the big take on the I Heart Radio app, |
| 0:26.6 | Apple Podcasts, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, |
| 0:47.2 | investment, and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, on the |
| 0:56.5 | Bloomberg. |
| 0:58.0 | Steve Iceman coming into the studio this morning and the first thing he says to me I've got a joke it's about |
| 1:03.4 | CEOs we let me tell it and I'm like should we do this at the top of the |
| 1:07.1 | conversation should we do this it's clean and it's good so I'm gonna let Steve |
| 1:11.2 | Iceman do his joke Iceman Group Newberger Berman, Senior, Portfolio Manager. |
| 1:15.0 | Good morning to Steve. |
| 1:16.0 | Good morning. I didn't know you were a comedian as well, |
| 1:18.0 | so let's talk about it. |
| 1:19.0 | Give us the joke off the top. |
| 1:20.0 | What is it? |
| 1:21.0 | All right, so the joke is, Guy becomes a CEO of a company reports to work on the first |
| 1:25.7 | day, has lunch with the old CEO, and the old CEO says, I got a gift for you. |
... |
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