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Bloomberg Surveillance

Surveillance: Fixed Income With Holland

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 11 December 2020

⏱️ 38 minutes

🧾️ Download transcript

Summary

Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says we should be more afraid of stagflation than we should be about low rates. Michael Holland, Holland and Company Chairman, says he can't justify buying a great deal of fixed income right now. Leslie McClure, Drexel University Dornsife School of Public Health Department of Epidemiology and Biostatistics Chair, says we have to continue to be cautious even after we vaccinate a large portion of the population. Ed Mills, Raymond James Washington Policy Analyst, discusses how politics continue to get in the way of a stimulus deal in Washington. Alex Webb, Bloomberg Opinion Tech Columnist, discusses Bob Dylan's decision to sell his songwriting catalog.

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Transcript

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0:00.0

Join us in Seattle on November 8th for Bloomberg's intelligent automation briefing about transformation in a time of uncertainty. During this special evening event, top business and IT executives will gather to explore ways in which intelligent automation can offset economic

0:15.8

pressures and help organizations thrive by enhancing operational efficiencies and stakeholder

0:21.2

value.

0:22.3

This program is proudly sponsored by IBM. Register at

0:25.7

Bloomberg Live.com slash automation slash radio. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene.

0:33.0

Daily, we bring you insight. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene.

0:43.0

Daily, we bring you insight from the best in economics, finance, investment, and international relations.

0:49.5

Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, on the

0:56.2

Bloomberg.

0:57.2

Right now to give us perspective, Michael Holland, a Holland company, always the Holland

1:01.7

tradition to join John Farrell on Trafalgar.

1:04.8

That tree from Norway after World War II, they put it up every year.

1:09.6

Holland is not in London with Faro.

1:12.4

He's stuck here in the United States. Michael

1:15.2

Holland, how do corporations adapt to the reality of no travel, no globalization,

1:21.6

and the constraints of this pandemic.

1:25.0

Travel, it very well is the quick answer to the question, Tom.

1:30.0

Throughout the myriad of zoom meetings I've attended and others have attended over the past

1:37.3

nine and ten months, the word seamless has come up with with a boring frequency. Companies are adapting extremely well and if you

1:48.4

look at the C-suite I think there are a lot of quiet smiles there with respect to the answer to that question.

1:57.0

Well, forgive me for cherry-picking the data point, but there was a huge smile and scratching of the head and confusion over at

2:03.8

Dordash and Air B&B in the last couple of days. Michael, you've seen it all.

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