Surveillance: Stagflation with Shah
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 April 2023
⏱️ 38 minutes
🧾️ Download transcript
Summary
Seema Shah, Chief Global Strategist at Principal Asset Management says "stagflation by far is the worst case scenario." Phil Orlando, Chief Equity Market Strategist at Federated Hermes says they're "expecting negative GDP prints in the third and fourth quarter of this year." Doug Kass, Seabreeze Partners President reveals why, just this week, he moved back into a net short position, drawing witty parallels between the market and the New York Yankees. Bob Sulentic, President & CEO of CBRE says there will be some antiquated office buildings that can't be converted to residential. Jurrien Timmer, Global Macro Director at Fidelity Investments discusses next week's Fed rate decision and the ongoing battle with inflation. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | What do you see on the horizon for financial markets? |
| 0:04.0 | From uncertainty to opportunity |
| 0:07.0 | PGM can help you rise to the challenges of today. |
| 0:10.0 | When disciplined risk management is needed most. |
| 0:14.0 | With $1.2 trillion in AUM |
| 0:17.0 | and deep expertise across asset classes |
| 0:20.0 | our investments shape tomorrow today. |
| 0:23.0 | pursue your tomorrow with PGM |
| 0:26.0 | a leading global asset manager. |
| 0:30.0 | This is Carol Maser here to tell you about another podcast |
| 0:33.0 | we think you'll love listening to Bloomberg Business Week. |
| 0:36.0 | Join us every weekday for the day's breaking business, finance, tech, |
| 0:39.0 | and entertainment news from reporters and editors |
| 0:42.0 | who bring you America's most trusted business magazine. |
| 0:45.0 | Central banks can get on top of inflation if they want to. |
| 0:48.0 | The trend in AI models is the bigger is better. |
| 0:51.0 | It's actually just an amazing success story. |
| 0:53.0 | Subscribe to Bloomberg Business Week today on Apple, Spotify, |
| 0:56.0 | or wherever you get your podcasts. |
| 1:00.0 | This is the Bloomberg surveillance podcast I'm Tom Keane, |
| 1:08.0 | along with Jonathan Farrow and Lisa Abramowitz. |
| 1:11.0 | Join us each day for insight from the best |
... |
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.