Surveillance: Flight to Quality With Rabobank's Foley
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 October 2020
⏱️ 30 minutes
🧾️ Download transcript
Summary
Troy Gayeski, Skybridge Capital Co-CIO, says technology stocks have been a significant profit driver for the market but remain overcrowded. Daniel Morris, BNP Paribas Asset Management Chief Market Strategist, says a W-shaped recovery is likely to occur in Europe and potentially the U.S. Jane Foley, Rabobank Head of FX Strategy, says the euro is the on the back foot amid anxiety ahead of this week's ECB meeting. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Alex Gorsky, Johnson & Johnson Chairman and CEO.
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| 0:00.0 | Join us in New York on November 29th for the Bloomberg Canadian Finance Conference, |
| 0:04.6 | proudly sponsored by National Bank of Canada Financial Markets. |
| 0:07.8 | 2023 marks the 11 year anniversary of our Canada focused event and continues the tradition of providing timely |
| 0:13.8 | insights and actionable strategies. We'll have senior government |
| 0:17.1 | officials from Saskatchewan, Quebec, British Columbia, Alberta and Ontario as well |
| 0:21.9 | as speakers from Northland Power, World Bank, Transolta, and many more. |
| 0:26.0 | Register at Bloomberg Live.com I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Apple Podcast, SoundCloud, |
| 0:54.0 | Bloomberg.com and of course on the Bloomberg. |
| 0:57.0 | Troy Geiskey joining us now, Skybridge Capital Co-CIO. |
| 1:00.0 | Troy big news out of Europe, a second wave wave potentially a second dip looking at the |
| 1:04.6 | restrictions coming out of the continent as well how you're processing the news |
| 1:07.7 | this morning Troy yeah well clearly it's bad I mean from a standpoint of the |
| 1:12.2 | pandemic you know resurging over in Europe which as you guys |
| 1:15.9 | remember back in March led the US resurgence at the time and remember the big left tail |
| 1:21.6 | risk for markets for quite some time now has been a significant resurgence above expectations coupled with the potential for no more fiscal stimulus, right? |
| 1:31.6 | And so, you know, up until today, |
| 1:33.5 | most of the selling we've seen from the two kind of tops |
| 1:36.2 | we had in late August and mid-September |
| 1:39.3 | have been tied to the fact that fiscal stimulus |
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