Surveillance: Golden Era with Zelter
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 9 February 2023
⏱️ 33 minutes
🧾️ Download transcript
Summary
Jim Zelter, Apollo Asset Management Co-President, says this is a 'golden era' for private credit. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, expects the US to dodge recession. Luke Tilley, Wilmington Trust Chief Economist & Head of Asset Allocation and Former Philadelphia Fed Economic Adviser, says there's a 50/50 chance of a soft landing versus a mild recession. Kathryn Rooney Vera, Bulltick Capital Markets Head of Global Macro & Chief Investment Strategist, says US recession is not priced in the equity markets.
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| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
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| 0:30.0 | This is Karen Moscow. |
| 0:32.0 | And I'm Nathan Hager, here to tell you about another podcast. |
| 0:35.0 | You should be listening to Bloomberg Daybreak US Edition. |
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| 1:30.0 | It's so important and so newsdow are going to, instead of chatting here, we're going to get right to it. |
| 1:34.0 | Mr. Zelter, Jim Zelter's co-president will follow asset management. |
| 1:38.0 | They are on a roll. We all know that. |
| 1:40.0 | We thank them for torsdened slok in his wisdom on a daily basis. |
| 1:43.0 | And he'll try to keep up with Mr. Slok. Jim Zelter joins us this morning. |
| 1:47.0 | Jim, there's a fire sale going on in Zurich, Switzerland. |
| 1:51.0 | I believe you guys have a nodding acquaintance with it. |
... |
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