Surveillance: Stock Picking Is Back, Says Kirr
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 20 October 2021
⏱️ 30 minutes
🧾️ Download transcript
Summary
Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, prefers equities over gold as an inflation hedge. Dan Ives, Wedbush Securities Senior Equity Research Analyst, expects GM to be a big participant in the electric vehicle transformation. Julia Coronado, President & Founder of Macropolicy Perspectives, discusses a Bundesbank after Jens Weidmann.
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| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
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| 1:01.0 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 1:08.0 | along with Jonathan Ferrell and Lisa Abralwitz. |
| 1:11.0 | Daily, we bring you insight from the best, |
| 1:14.0 | an economics finance investment and international relations, |
| 1:18.0 | find Bloomberg's surveillance, an Apple podcast suncloud, |
| 1:22.0 | Bloomberg.com, and of course, on the Bloomberg terminal. |
| 1:28.0 | Let's dive in now to the equity markets. |
| 1:32.0 | Dan Ives will join us here on tech. |
| 1:35.0 | We're going to try to have him give us a $200 top-tick on Apple. |
| 1:39.0 | We're not going to do that with Beotic Hershey's Go Head of Investment Strategies, |
... |
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