Surveillance: Hunt For Yield With Goldman's Swell
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 26 October 2020
⏱️ 30 minutes
🧾️ Download transcript
Summary
Ben Laidler, Tower Hudson Research CEO, is betting on the resilience of the consumer. Mike Swell, Goldman Sachs Asset Management Co-Head of Global Fixed Income Portfolio Management, says investors are writing off the bond market too early. Gregory Peters, PGIM Fixed Income Head of Multi-Sector and Strategy, says a blue sweep could benefit the consumer by fueling wage and economic growth. Rebecca Green, William & Mary Law School Professor, says post-election litigation is normal and can expect a contested election if one or more states have a close race.
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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. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, and international |
| 0:48.9 | relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, |
| 0:56.2 | on the Bloomberg. |
| 0:57.2 | Yeah, I don't want to oversell it. |
| 0:58.2 | I don't know what Mr. Laidler is going to say here in a moment, but John, I looked at the |
| 1:01.5 | pullback, if you will, that we're seeing in the market and it |
| 1:05.1 | only gets you at worst, like the NASDAQ 100 to a center tendency of the recent volatility. |
| 1:12.4 | There's not a lot of gloom and doom on the tape, it's just sort of range-bound center tendency off this morning. |
| 1:19.0 | We know what Ben's going to say, he's going to say bye, but he's going to say |
| 1:23.2 | bicycle calls let's bring it in right now |
| 1:25.1 | Ben Laidler Tama Hudson Research CEO |
| 1:27.4 | Ben great to have you with us sir that is a change |
| 1:30.6 | Ben Laidler it is not just about buying growth equities, getting into some cyclicality. Why, Ben? |
| 1:38.0 | Because I think the election has held back. I think all this talk about are we going to go |
| 1:43.5 | for school or not has just been a huge distraction has held people back. You know we're |
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