Surveillance: Tesla Deserves Apple-Like Valuation, Munster Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 February 2020
⏱️ 35 minutes
🧾️ Download transcript
Summary
Jens Nordvig, Exante Data Founder & CEO, says the drop in Chinese tourism as a result of the coronavirus will be a major hit to other countries' economies. Leslie Vinjamuri, Chatham House Head of U.S. & Americas Programme, says the delay in the Iowa Caucus could cast a shadow over the results. Michael Nathanson, Moffettnathanson Senior Research Analyst, says the cost inflection point may have come come for cord-cutting. Dr. Anthony Fauci Director of National Institute of Allergy and Infectious Diseases, says the coronavirus looks increasingly like a pandemic. Gene Munster, Co-Founder and Managing Partner of Loup Ventures, says Tesla deserves a valuation like Apple because it is a combination of hardware, software, and services.
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Transcript
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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. |
| 0:11.2 | I'm Tim O'Brien, and I'm the senior executive editor at |
| 0:13.8 | Bloomberg Opinion. On our platform we ask tough questions and solve complex |
| 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. |
| 0:43.5 | Daily, we bring you insight from the best in economics, finance, investment, |
| 0:48.0 | and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, |
| 0:56.2 | on the Bloomberg. |
| 0:57.9 | Let's bring in Jens, Norfolk shall we, Xantadator, founder and CEO. |
| 1:01.8 | Good morning to Jens. Good morning. What's the message for clients on the last couple of weeks we've had what are you telling them |
| 1:07.2 | We have to track what's going on with this virus we have to see if it's spreading and |
| 1:11.8 | Importantly whether it's spreading and importantly whether it's spreading outside the |
| 1:14.0 | Mohan area where it's really like is it an international issue or is it a |
| 1:18.0 | regional issue and the data swings from day to day and data has distortions in it as well so like they |
| 1:25.2 | forget to report for a couple of days and then it spikes because they catch up for a couple of |
| 1:29.2 | days so we really have to weed out those things and then we have to look at what is the stimulus that's being put in place to counter the effect. |
| 1:37.1 | So like Chinese interest rates didn't move at all last year and now they're suddenly shifting |
| 1:41.8 | down a gear because the stimulus |
... |
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