Surveillance: Tesla 4Q Is A Big Question Mark, Johnson Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 October 2018
⏱️ 30 minutes
🧾️ Download transcript
Summary
Gordon Johnson, Vertical Group Managing Director & Analyst, thinks Tesla's positive numbers in 2Q and 3Q are not repeatable. Gary Shilling, A Gary Shilling & Co. President, says we are basically in a deflationary war. Christian Schulz, Citi Economics Team Director, previews the ECB Meeting today. And Gene Munster, Loup Ventures Managing Partner & Co-Founder, forecasts Apple's future in autos.
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| 0:00.0 | The media alone can't ease the tensions that come from the debate surrounding the issues we deal with every day. |
| 0:05.7 | However, we can create spaces where people can freely kick the tires of their preconceived notions. |
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| 0:18.1 | problems with the facts in mind. Because context changes how you see things and |
| 0:22.4 | how you change things. |
| 0:23.6 | Context changes everything. |
| 0:25.6 | Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. 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, |
| 0:47.8 | and international relations. |
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| 0:53.8 | Bloomberg.com, and of course, on the Bloomberg. |
| 0:59.0 | Big, big move from Tesla Tom. |
| 1:04.0 | But within the range, you're reporting it correctly. |
| 1:07.0 | Others are saying it's... |
| 1:08.0 | It's surged. |
| 1:10.0 | Come on, it's back to the top of its range right absolutely crushed estimates though yes the third profit in its history |
| 1:17.3 | I think on a quarterly basis Gordon Johnson joining us now vertical group managing director and analyst Gordon your view on this company now, Vertical Group Managing Director, an analyst. |
| 1:23.4 | Gordon, your view on this company on whether these numbers accurately reflect the |
| 1:29.5 | company and a position this company is in right now. Yeah, we don't think so. |
| 1:34.0 | And what we want to highlight is that, you know, |
| 1:36.0 | they essentially started putting the model three out there. |
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