Surveillance: Market Reality Check With Emanuel (Podcast)
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 November 2020
⏱️ 29 minutes
🧾️ Download transcript
Summary
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says markets are getting a reality check. James Bevan, CCLA Chief Investment Officer, says an effective Covid-19 vaccine will give global governments the confidence to increase fiscal stimulus measures. Dr. Peter Hotez, Baylor College of Medicine Dean for the National School of Tropical Medicine, says 12 million Americans could receive a Covid-19 vaccine this upcoming January. Henrietta Treyz, Veda Partners Director of Economic Policy Research, says it is not remotely coincidental that China acknowledged Joe Biden as President-Elect just after President Trump's executive order against the country.
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| 0:00.0 | Join us in Seattle on November 8th for Bloomberg's intelligent automation briefing about transformation in a time of uncertainty. During this special evening event, top business and IT executives will gather to explore ways in which intelligent automation can offset economic |
| 0:15.8 | pressures and help organizations thrive by enhancing operational efficiencies and stakeholder |
| 0:21.2 | value. |
| 0:22.3 | This program is proudly sponsored by IBM. Register at |
| 0:25.7 | Bloomberg Live.com slash automation slash radio. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:33.0 | Daily, we bring you insight. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.0 | Daily, we bring you insight from the best in economics, finance, investment, and international relations. |
| 0:49.5 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, on the |
| 0:56.2 | Bloomberg. |
| 0:57.2 | Julian and Manuwa joins us now at BTRG, the Chief Equity and Derivisist Strategies. |
| 1:01.6 | Julian, let's just start with the week we've just had and just |
| 1:03.7 | pause for a moment. Monday, positive vaccine news, this cyclical rotation that everyone was |
| 1:09.7 | looking for, we all want to live in the back half of 2021, it sounds so good. Then we're confronted with the reality of the next few days. |
| 1:16.8 | Can you walk me through how you're navigating it? I've asked every single guest we've had in this spot, |
| 1:21.3 | that question every single day what's your response it's |
| 1:24.8 | incredibly challenging no doubt and you know I think to an outside observer or |
| 1:29.8 | someone who landed from Mars the idea that you could have profoundly great news on Monday |
| 1:37.6 | and have a top in the market that looks to us like, you know, it could be the high for the |
| 1:42.3 | year is is very counterintuitive but again |
| 1:46.3 | that's the world of the financial world but the reality is is that is that you |
| 1:52.3 | have to get through this transition period from you |
| 1:57.0 | know the hope of the vaccine whenever that is with the reality of the fact that you know honestly the the virus really |
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