Surveillance: Hill Hearings Eclipsed by Op-Ed, Cirilli Reports
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 September 2018
⏱️ 29 minutes
🧾️ Download transcript
Summary
Lisa Abramowicz fills in for Tom Keene today. We speak with Tim Ash, Bluebay Asset Management Senior EM Sovereign Strategist, who says EM is a big part of the global economy and it cannot be ignored. Chris Marangi, Gabelli Funds Co-CIO, says we are catching up on regulations for the Internet. Kevin Cirilli, Bloomberg News Chief Washington Correspondent, provides an update on the White House's search for the anonymous NYT Op-Ed writer. We also feature a segment from our TV show with Anchor Scarlet Fu and Bloomberg Tech Reporter Sarah Frier. And Gene Munster, Loup Ventures Management Managing Director & Co-Founder, provides details on Google's absence at the Hill Hearings yesterday.
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Transcript
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| 0:00.0 | Welcome to Crash Course, a podcast about business, political, and social disruption and what we can learn from it. |
| 0:07.0 | I'm Tim O'Brien. Every week on Crash Course, I'm going to bring listeners directly into the arenas where epic upheavals occur and |
| 0:15.5 | I'm going to explore the lessons we can learn when creativity and ambition collide |
| 0:20.7 | with competition and power. |
| 0:23.0 | Listen to Crash Course every Tuesday on the IHeartRadio app, Apple Podcasts, |
| 0:28.0 | or wherever you get your podcasts. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best in economics, finance, investment, and international |
| 0:48.9 | relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Apple Podcast, SoundCloud, |
| 0:53.8 | Bloomberg.com, and of course, on the Bloomberg. Reading the press what is clear is that everyone is now an expert on |
| 1:07.8 | emerging markets so let's bring it an expert on emerging markets the man who wrote that line |
| 1:12.3 | Tim Ash Blue Bay Asset Management, |
| 1:13.8 | Senior E.M. Sovereign strategist Tim, good morning to you. Always great to catch up with you. Tell |
| 1:18.3 | us what's really going on. Good morning. Yeah, I mean everyone is negative. You know, unfortunately, I've only done a merger market 30 years, so I'm a bit of a novice and I learn every day something new, but the reality is that, you know, there's a lot of headlines around big EM countries, you know know the Brazil's Argentina's Russia |
| 1:34.3 | South Africa etc that have their individual problems but you know a lot of EM is |
| 1:38.3 | doing fine and you know growth's holding up okay commodity prices are, China's doing okay and for the bulk of |
| 1:45.2 | the EM you know that's kind of okay and you know top down if you look at kind of |
| 1:48.9 | systemic problems across EM I mean you're kind of struggling. I mean I look at ratios, you know this is |
| 1:54.8 | important. I mean if you think of things like external debt GDP, general government debt GDP, |
| 1:59.8 | current account deficits. I mean just imagine this all the focus on current |
| 2:02.8 | account deficit countries like Turkey in aggregate across emerging markets. |
| 2:06.7 | The average current account deficit is 0.9% of GDP, very moderate, right? |
... |
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