Surveillance: Nothing As Cheap As European Stocks, Kelly Says
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 19 February 2019
⏱️ 33 minutes
🧾️ Download transcript
Summary
Ruchir Sharma, Morgan Stanley Investment Management Chief Global Strategist & "Democracy on the Road" Author, discusses India's sociopolitical landscape. David Kelly, JPMorgan Asset Management Chief Global Strategist, says "nothing in the world" is as cheap as European stocks in terms of risk assets. Kevin Cirilli, Bloomberg's Chief Washington Correspondent, thinks Bernie Sanders is front runner for the 2020 election. Sarah Halzack, Bloomberg Opinion Columnist, remembers Chanel's Karl Lagerfeld as a "taste maker." Jim Suva, Citi Managing Director, joins us to talk tech.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | To me, context is about pattern recognition. |
| 0:02.8 | It's connecting the dots. |
| 0:04.4 | It's giving readers an ability to synthesize |
| 0:07.6 | a number of different perspectives |
| 0:09.2 | so they can understand how the greater whole works, |
| 0:12.0 | because nothing really occurs in isolation anymore. |
| 0:14.4 | I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion. |
| 0:18.0 | On our platform, we ask tough questions and solve complex problems with the facts in mind. |
| 0:23.0 | Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:40.0 | Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.5 | Daly, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, |
| 0:48.1 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, |
| 0:53.7 | Bloomberg.com and of course on the Bloomberg. |
| 0:57.0 | Finally there is the one volume on India you need to read. You may wait through your |
| 1:07.0 | Gura, your Rushdi, and all the rest of Indian authors. As we all try to understand |
| 1:11.7 | India, Russia Sharma has done a public service for most of the West by writing a wonderful one volume book of his childhood and India's future. |
| 1:22.4 | It is a fabulous exercise. childhood and India's future. |
| 1:22.7 | It is a fabulous exercise. |
| 1:24.6 | Democracy on the road, can't say enough about it. |
| 1:27.6 | Rishir, you begin in the middle of nowhere in Bishnor. Tell us about your childhood when you would go the |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.