Surveillance: The Long Party is Over, Kotok Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 September 2018
⏱️ 30 minutes
🧾️ Download transcript
Summary
Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic policy mistakes. Lakshman Achuthan, Economic Cycle Research Co-Founder & COO, says emerging markets are sensitive to the deceleration of global industrial growth. George Saravelos, Deutsche Bank Global Co-Head of FX Research, talks dollar strength. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, does not expect any surprises from the U.S. Supreme Court confirmation hearings of Brett Kavanaugh. David Kotok, Cumberland Advisors CIO & Co-Founder, says hateful belligerency accomplishes nothing in politics.
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Transcript
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| 0:00.0 | To me, context is about pattern recognition. |
| 0:02.8 | It's connecting the dots. |
| 0:04.4 | It's giving readers an ability to synthesize |
| 0:07.6 | a number of different perspectives |
| 0:09.2 | so they can understand how the greater whole works, |
| 0:12.0 | because nothing really occurs in isolation anymore. |
| 0:14.4 | I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion. |
| 0:18.0 | On our platform, we ask tough questions and solve complex problems with the facts in mind. |
| 0:23.0 | Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:40.0 | Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, |
| 0:48.1 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts SoundCloud, Bloomberg.com, and of course, on the |
| 0:56.4 | Bloomberg. We got some great guests in a studio here in New York with us. Mark Chan, |
| 1:06.4 | They worked last week. |
| 1:07.4 | Herraman Global Head of Currency Strategy and Lakshman Actathan. He is of course |
| 1:12.2 | of Economic Cycle Research co-founder and chief operations officer. |
| 1:16.0 | Both of them joining us now, guys, great to have you with this. Mark, I'm going to get a hard time |
| 1:19.5 | for the next two hours about taking a vacation. |
| 1:21.6 | So your support would be welcome for the next 10 minutes |
| 1:24.0 | okay good to see you again let's start with emerging markets how do they |
... |
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