Surveillance: The Case For Value With Kostin
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 September 2020
⏱️ 33 minutes
🧾️ Download transcript
Summary
David Kostin, Goldman Sachs Chief U.S. Equity Strategist, makes the case for value stocks..Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says U.S. economy could see double-dip recession in the next 6 months without fiscal stimulus. Chris Krueger, Cowen Washington Research Group Policy Managing Director, says we may not get results on election night with the unprecedented amount of mail-in votes. Ethan Harris, BofA Securities Head of Global Economic Research, says the market has too many uncertainties on its plate and will continue to be under pressure for a while.
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| 0:00.0 | Join us in New York on November 29th for the Bloomberg Canadian Finance Conference, |
| 0:04.6 | proudly sponsored by National Bank of Canada Financial Markets. |
| 0:07.8 | 2023 marks the 11 year anniversary of our Canada focused event and continues the tradition of providing timely |
| 0:13.8 | insights and actionable strategies. We'll have senior government |
| 0:17.1 | officials from Saskatchewan, Quebec, British Columbia, Alberta and Ontario as well |
| 0:21.9 | as speakers from Northland Power, World Bank, Transolta, and many more. |
| 0:26.0 | Register at Bloomberg Live.com I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best in economics, |
| 0:46.6 | finance, investment, and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, |
| 0:56.2 | on the Bloomberg. |
| 0:57.3 | This conversation is so important with David Constant and Goldman Sachs that we're going to get |
| 1:01.8 | right to it. All three of us are really curious about his nuance. |
| 1:05.3 | Why is that? |
| 1:06.3 | In April, he got it right. |
| 1:08.2 | He made a call. |
| 1:09.0 | Forget about another bottom. |
| 1:10.4 | The gloom crew tore him to shreds, and Kostin went long and there's been a |
| 1:14.2 | nuanced Goldman Sachs view forward through this tumultuous 2020. David |
| 1:20.1 | Kostin thank you so much for joining. Just simple, now what? |
| 1:25.3 | Now what? |
| 1:25.7 | Well, this year has been about the medical situation. |
... |
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