Surveillance: The Bull Case With Armstrong
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 December 2021
⏱️ 36 minutes
🧾️ Download transcript
Summary
Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says massive liquidity, negative real yields and earnings growth support the bull case for stocks. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says home Covid tests need to be cheaper. John Ryding, Brean Capital Chief Economic Advisor, says the Fed is trying to pull off the impossible. Wendy Schiller, Brown University Taubman Center for American Politics and Policy Director, says President Biden is right back where he started when he first was inaugurated.
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| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
| 0:05.0 | Whatever you see at PGM, we can help you rise to the challenges of today |
| 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 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 0:38.0 | along with Jonathan Ferrell and Lisa Abramowitz. |
| 0:41.0 | Daily, we bring you insight from the best, |
| 0:44.0 | an economics finance investment and international relations |
| 0:48.0 | to find Bloomberg's surveillance, an Apple podcast suncloud, |
| 0:52.0 | Bloomberg.com, and of course, on the Bloomberg terminal. |
| 1:00.0 | All of those things that were supposed to be the story this year were not. |
| 1:03.0 | The question is, do those actual rotations start to take hold in the year ahead? |
| 1:06.0 | Let's start that conversation now with Patrick Armstrong, |
| 1:09.0 | Chief Investment Officer, at Plurimi. |
| 1:11.0 | Well, if Patrick could have catch up with you, sir, |
| 1:13.0 | the things that are set to come under pressure into 22, Patrick, |
| 1:16.0 | what pockets of this market are you avoiding? |
| 1:19.0 | I think it's not going to be a year where you want to try to get rich. |
| 1:23.0 | I think for the last three years we've had massive liquidity in the system. |
... |
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