Surveillance: Tech Exposure with Shah
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 7 June 2023
⏱️ 37 minutes
🧾️ Download transcript
Summary
Despite cutting exposure to tech last year, Seema Shah, Principal Asset Management Chief Global Strategist, remains a long-term believer in the sector. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, sees the Fed staying higher for longer. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, discusses Pence, Christie entering the '24 presidential race. Alberto Gallo, Andromeda Capital Management Co-Founder & CIO, says if we have a persistently hawkish central bank, and if the long end goes up, then the consequences for markets are pretty heavy. Clare Lombardelli, OECD Chief Economist, says the world faces slow growth, not recession.
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Transcript
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| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
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| 0:10.0 | when active investing and disciplined risk management are needed most. |
| 0:14.0 | Drawing on deep expertise across the world's public and private markets |
| 0:18.0 | in pursuit of long-term returns. |
| 0:21.0 | Our investments shape tomorrow today. |
| 0:24.0 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:30.0 | No one just watches a movie anymore. |
| 0:32.0 | They play the video game, stream the soundtrack, |
| 0:34.0 | and binge the companion podcast. |
| 0:36.0 | Boundaries between Hollywood and Silicon Valley have blurred, |
| 0:39.0 | and everyone is scrambling for one thing. |
| 0:41.0 | Screen time. |
| 0:42.0 | Join me, Lucas Shaw, for Bloomberg Screen Time. |
| 0:45.0 | Our new LA event that will connect entertainment's brightest minds |
| 0:48.0 | with guests like Ted Serandos of Netflix, |
| 0:50.0 | insecure creator Issa Rae, |
| 0:52.0 | and podcast King Bill Simmons. |
| 0:54.0 | Catch it on October 11th and 12th |
| 0:56.0 | and find out more at BloombergLive.com slash screen time. |
| 1:00.0 | Music |
| 1:05.0 | This is the Bloomberg surveillance podcast I'm Tom Keane, |
... |
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