Surveillance: Pandemic Shock With Kotok
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 29 December 2021
⏱️ 39 minutes
🧾️ Download transcript
Summary
David Kotok, Cumberland Advisors Co-Founder & CIO, looks at how previous pandemics in history can guide the Fed through the turbulence of COVID-19. Jim Paulsen, Leuthold Weeden Capital Management Chief Investment Officer, sees the S&P 500 reaching above 5,000 in first half of the year. Sarah House, Wells Fargo Senior Economistm says Covid's impact to the economy is diminishing. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says we're still not ready to treat covid like a normal, seasonal virus. Dan Ives, Wedbush Securities Analyst, explains why he thinks Tesla is the clear front-runner in the EV market.
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| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
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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 | 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, |
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| 0:59.0 | Great guest joining Kayleigh Mattenheim now, David Kotot, |
| 1:02.0 | the co-founder and CIO of Cumberland Advisors. |
| 1:05.0 | David, you're the perfect guest to do what I've been doing with guests |
| 1:08.0 | through much of this week, which is just a lesson to 2021. |
| 1:11.0 | As we approach 22, before we run away from this year, David, |
| 1:14.0 | and get deep into 22, what's the number one lesson for you? |
| 1:19.0 | If there's a lesson for me, it's the ignoring of the history, John, |
| 1:24.0 | of pandemics. They are different. |
| 1:28.0 | You were talking about the Fed. |
... |
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