Surveillance: Tech Dominance With Golub
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 31 July 2020
⏱️ 32 minutes
🧾️ Download transcript
Summary
Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says the gap between the technology companies dominating the market and everything else will continue to widen. Troy Gayeski, Skybridge Capital Co-CIO, says asset reflation is here. Seema Shah, Principal Global Investors Chief Strategist, says a second virus wave is the main reason to buy bonds. Dan Ives, Wedbush Securities Managing Director of Equity Research, says Apple will reach a two trillion dollar market cap by the end of the year.
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Transcript
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| 0:00.0 | Welcome to Crash Course, a podcast about business, political, and social disruption and what we can learn from it. |
| 0:07.0 | I'm Tim O'Brien. Every week on Crash Course, I'm going to bring listeners directly into the arenas where epic upheavals occur and |
| 0:15.5 | I'm going to explore the lessons we can learn when creativity and ambition collide |
| 0:20.7 | with competition and power. |
| 0:23.0 | Listen to Crash Course every Tuesday on the IHeartRadio app, Apple Podcasts, |
| 0:28.0 | or wherever you get your podcasts. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, and international |
| 0:48.9 | relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, |
| 0:56.2 | on the Bloomberg. |
| 0:57.5 | We speak with Jonathan Golub, he's a Credit Suisse, he writes piercingly detailed |
| 1:02.4 | cell site reports on the state of the market and his state has been a state of optimism for ages. |
| 1:08.5 | John Golub, what is the tech afternoon of yesterday? |
| 1:12.0 | What does that signal for America you know for the |
| 1:15.8 | what is the signal for america i mean i you know i'm not sure that they |
| 1:19.3 | represent the whole economy but when you're investing in the stock market you're investing in a |
| 1:23.6 | basket of five hundred or a thousand or however many stocks are in your |
| 1:27.1 | portfolio and what it said is the companies that are in the public market that you |
| 1:31.9 | invested in a mutual fund or in your brokerage |
| 1:34.1 | account they are in extremely strong shape even though the economic |
| 1:39.6 | backdrop is much more troubling. |
| 1:41.1 | So here's what I hear we've got a lot of smart people saying |
... |
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