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Bloomberg Surveillance

Surveillance: Levitt's Mkt. Outlook

Bloomberg Surveillance

Bloomberg

News, Business News, Business

41.1K Ratings

🗓️ 31 July 2023

⏱️ 42 minutes

🧾️ Download transcript

Summary

Brian Levitt, of Invesco says we're likely to see a pullback in 2024. Carl Weinberg of High Frequency Economics says it's not clear what the Bank of Japan is up to. Wendy Schiller of Brown University says it looks like Donald Trump owns the Republican Party. Doug Kass, Seabreeze Partners President says he's bearish for the remainder of 2023.Zak Brown, CEO of McLaren Racing says it's awesome to see how big Formula 1 has gotten in the United States.

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Transcript

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0:00.0

What do you see on the horizon? Uncertainty or opportunity?

0:05.0

Whatever you see at PGM, we can help you rise to the challenges of today

0:10.0

when active investing and disciplined risk management are needed most.

0:14.0

Drawing on deep expertise across the world's public and private markets

0:18.0

in pursuit of long-term returns.

0:21.0

Our investments shape tomorrow today.

0:24.0

Pissue your tomorrow with PGM, a leading global asset manager.

0:30.0

I'm Akshatrati and this summer on my podcast Zero.

0:33.0

I'm doing a series about climate storytelling,

0:36.0

how we talk about climate change and what it means for how we confront it.

0:41.0

This week, I'm interviewing journalist Amy Westowelt

0:44.0

about reporting on the history of climate denialism.

0:47.0

I'm a big believer in the idea that you can't effectively solve a problem

0:52.0

if you don't really know where it came from.

0:55.0

10-0 on the iHeart Radio app or wherever you get your podcasts.

1:25.0

I'm Bloomberg.com, the Bloomberg Terminal and the Bloomberg Business app.

1:30.0

Joining us now is Brian Levy, Global Market Strategist over in Vesco.

1:33.0

Brian, I was thinking back to a conversation we had several months ago

1:36.0

and you referred to yourself as a FOMO guy.

1:38.0

Someone who wanted to buy these tech names.

1:40.0

When everyone else was calling them just a bubble

1:42.0

and a rally that wouldn't sustain itself.

...

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