Surveillance: Risk-On Rotation With Bevan
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 August 2020
⏱️ 32 minutes
🧾️ Download transcript
Summary
Jared Woodard, BofA Securities Research Investment Committee Head, expects continued volatility in markets until there is compromise on stimulus measures in Washington. Harry Tchilinguirian, BNP Paribas Head of Commodity-Markets Strategy, believes there will be another gold rally in 2021. James Bevan, CCLA Chief Investment Officer, says equities will grind higher from here. Jeffrey Wright, Eurasia Group U.S. Analyst, says Kamala Harris was the safe pick for Joe Biden’s running mate. Anna Han, Wells Fargo Securities Equity Strategist, says cyclicality will be the winning play over the longer term.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | On December 4th and 5th, against the backdrop of the United Nations Climate Change Conference, |
| 0:05.2 | Bloomberg Green will convene the foremost leaders in business, finance, policy, academia, |
| 0:10.3 | and NGOs for candid conversations focused on creating solutions to support |
| 0:14.9 | the goals set forth at COP28. Join our community of global influencers and |
| 0:19.5 | problem solvers in Dubai to build connections, inspire innovation, and challenge the status quo in the |
| 0:25.1 | battle against climate change. Register at Bloomberg Live. I'm Tom Keene. |
| 0:43.5 | Daily, 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, Bloomberg.com. And of |
| 0:55.0 | Bank for the |
| 0:52.0 | Apple Podcast, SoundCloud, Bloomberg.com |
| 0:55.0 | and of course, on the Bloomberg. |
| 0:57.0 | Jarrett Woodard of Bank of America Security's head of the Research Investment Committee |
| 1:01.0 | joins us right now. |
| 1:02.0 | Jarrett, the difference between a sustainable rotation |
| 1:05.7 | and another head fake. |
| 1:07.0 | Draw the distinction for us. |
| 1:09.3 | Look, all right, we keep it simple here. |
| 1:10.6 | I think any move to value any rotation to super cyclical sectors |
| 1:15.8 | is going to be a tactical short-term flash in the pan until you have some real |
| 1:21.0 | structural changes in the economy that can broaden out 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 2026.