Surveillance: Mining for Gold with Miletti
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 16 June 2023
⏱️ 50 minutes
🧾️ Download transcript
Summary
Ann Miletti, Allspring Global Investments Head of Active Equity, says active managers are "mining for gold," searching for names that haven't been recognized. Jens Nordvig, Exante Data Fonder & CEO, Marketreader Founder & CEO, says investors aren't paying enough attention to the structural shifts of capital flow into China. Rep. French Hill, (R) Arkansas, says no one is threatening another default. John Lovallo, UBS US Homebuilders & Building Products Equity Research Analyst, doesn't expect a big decline in home prices.
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| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
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| 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 |
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| 0:21.0 | Our investments shape tomorrow today. |
| 0:24.0 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:30.0 | Are you rich? That's a good question. |
| 0:33.0 | Is it about what you have in the bank or your 401k? |
| 0:36.0 | Should you buy a place where you live or hold off? |
| 0:39.0 | And if you build, could sand shortages in Singapore impact prices in Connecticut? |
| 0:44.0 | At Bloomberg, we see wealth as more than just money. |
| 0:47.0 | Our coverage looks at wealth from every angle so you can make smarter decisions. |
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| 1:28.0 | This is the Bloomberg Surveillance Podcast. |
| 1:30.0 | I'm Lisa Abramowitz along with Tom Keane and Jonathan Farrow. |
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| 1:50.0 | A real question around where we are in terms of the rally. |
... |
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