Surveillance: The Shift To E-Commerce
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 30 December 2020
⏱️ 25 minutes
🧾️ Download transcript
Summary
Steen Jakobsen, Saxo Bank CIO, says inflation is absolutely coming back in 2021. Gerald Storch, Storch Advisors CE0 and Former Hudson's Bay CEO, says much of the shift to e-commerce accelerated by the global pandemic will stick. Jim Paulsen, The Leuthold Group Chief Investment Strategist, discusses the rotation into value stocks. Mercedes Carnethon, Northwestern University Professor and Department of Preventive Medicine Vice Chair, says she's hopeful the pace of vaccinations will pick up.
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Transcript
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| 0:00.0 | Welcome to Crash Course, a podcast about business, political, and social disruption and what we can learn from it. |
| 0:07.0 | I'm Tim O'Brien. Every week on Crash Course, I'm going to bring listeners directly into the arenas where epic upheavals occur and |
| 0:15.5 | I'm going to explore the lessons we can learn when creativity and ambition collide |
| 0:20.7 | with competition and power. |
| 0:23.0 | Listen to Crash Course every Tuesday on the IHeartRadio app, Apple Podcasts, |
| 0:28.0 | or wherever you get your podcasts. 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, and international |
| 0:48.9 | relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, |
| 0:56.2 | on the Bloomberg. |
| 0:58.0 | Let's see what our next guest, our first guest this morning has to say, Stein Jacobopsin is with us he's chief investment officer |
| 1:04.0 | at saukso bank |
| 1:05.4 | uh... joining us uh... on this wednesday steen nice to have you here with mat and myself |
| 1:10.1 | you know it has been a year of extremes even though it's a little bit quiet on this |
| 1:14.9 | Wednesday but whether it's Bitcoin whether it's IPOs whether it's SPACs whether it's |
| 1:19.1 | some of those big fang stocks here in the United States and we've seen big global moves. |
| 1:24.2 | How does that carry over or maybe set the stage for 2021? |
| 1:30.6 | It's more of the same and I think you're leading into your question, the conversation between you and Matt is clearly |
| 1:37.9 | indicating that we all right now waiting for January 4th and the runoff in Georgia to set the stage for what is the next level and I think |
| 1:45.8 | to some extent Mitch McConnell is playing that card he wants to be seen to be fiscally prudent |
| 1:51.3 | into that sort of lead-off and designing what's going to be the next two years |
| 1:56.9 | before the midterm election. |
... |
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