Surveillance: More Pain to Come, Says Slimmon
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 March 2022
⏱️ 29 minutes
🧾️ Download transcript
Summary
Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says there's more pain to come for markets. Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO and Author of "2034: A Novel of the Next World War," says using chemicals weapons would not be a silver bullet for Russia. Leslie Vinjamuri, Chatham House Director of the U.S. and Americas Programme, says it is critical that the U.S. and Europe maintain pressure on China in order to help end the war in Ukraine. Stephen Stanley, Amherst Pierpont Chief Economist, says the Fed might even be willing to cause a recession if necessary to lower inflation. Stephane Bancel, Moderna CEO, says older people may need annual Covid booster shots.
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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 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 0:39.0 | along with Jonathan Ferrell and Lisa Abramowitz. |
| 0:42.0 | Daily, we bring you insight from the best, |
| 0:45.0 | an economics finance investment and international relations |
| 0:49.0 | to find Bloomberg's surveillance, an Apple podcast suncloud, |
| 0:53.0 | Bloomberg.com, and of course, on the Bloomberg terminal. |
| 0:59.0 | Let us segue to economics finance and investment and the next moves. |
| 1:03.0 | Andrew Slimen joins us in your portfolio manager at Morgan Stanley. |
| 1:08.0 | Andrew Slimen, John Ferrell, you know him, the famed investment strategist once told me |
| 1:13.0 | the year always starts March 31. |
| 1:16.0 | It is upon us right now with the great reset of December 31 reviews |
| 1:22.0 | that should be thrown out the window. |
| 1:24.0 | So what is your reset March 31 as you move on? |
| 1:29.0 | Well, I think March 31 will be ugly, but it certainly won't be as ugly as it was earlier this mod. |
| 1:36.0 | But I think the market's put in a very noble rally off the low. |
... |
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