Surveillance: Market Gives Trump Slack With China, Marangi Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 May 2019
⏱️ 31 minutes
🧾️ Download transcript
Summary
Chris Marangi, Gabelli Funds Co-Chief Investment Officer, advises to be more cautious with companies that have exposure in China. Sonia Meskin, Standard Chartered U.S. Economist, says this Fed understands the interconnectedness of the U.S. and global economy. Gene Munster, Loup Ventures Co-Founder, says Tesla's demand is unknown in the near term. Don Gimbel, Sr. VP and Investment Professional for CIBC Private Wealth Management, says the U.S. will survive the trade war.
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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. |
| 0:43.3 | Daily, we bring you insight from the best in economics, finance, |
| 0:47.1 | investment, and international relations. |
| 0:49.7 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com and of course |
| 0:56.2 | on the Bloomberg. |
| 0:58.7 | The blame game continues. |
| 1:00.7 | China's Ministry of Commerce spokesman saying the following, that China's stance on the |
| 1:04.0 | talks has been clear. |
| 1:05.4 | If the US wants to resume talks, they should show sincerity and correct their wrong practices. |
| 1:10.8 | Only on a basis of equality and mutual respect can talks continue. |
| 1:16.0 | It's the latest sign that China has no intention of making concessions to the United States to restart talks, |
| 1:21.0 | which of course collapsed in the last couple of weeks to discuss |
| 1:24.5 | I'm pleased to say that Chris Morangi joins us now Gabelli Funds co chief |
| 1:28.2 | investment officer good morning to you Chris good morning glad to be here so let's just |
| 1:31.6 | start are we digging in for the long haul here? |
| 1:33.4 | It seems that the market is discounting an extended trade war or a complete repositioning of the relationship |
| 1:40.3 | with China over the long term. If this is a permanent feature, at least for the next couple of years, what does that mean for how |
... |
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