Surveillance: This AI Cycle Is Different, NYU's Dhar Says
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 15 March 2019
⏱️ 40 minutes
🧾️ Download transcript
Summary
Jerome Schneider, PIMCO Head of Short-Term Bond Portfolios, says investors must calibrate expectations taking into account higher volatility. Brian Wieser, GroupM Global President of Business Intelligence, talks the future of the ad industry. Vasant Dhar, NYU Stern Professor, explains why this AI cycle is different. Viviana Hurtado, Bloomberg Reporter, details exciting new developments from New York City's new Hudson Yards. Barry Strauss, Cornell Professor of History, discusses his book "Ten Caesars" on the Ides of March.
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Transcript
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| 0:00.0 | Business stories aren't just about business. They're also about policy, politics, finance, and more. |
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| 0:24.7 | Bloomberg in-car apps are sponsored by interactive brokers. 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. |
| 1:00.3 | In the bond market we shape up as follows treasuries tens yields |
| 1:04.1 | unchanged 2.632% on a two-year note 2.463% that's where I want to start this |
| 1:11.0 | morning at the front end of the yield curve and we have a great |
| 1:13.8 | guess to do it with Jerome Schneider, Pimco head of short-term bond portfolios. |
| 1:18.4 | Good morning to you, Jerome. |
| 1:19.4 | Good morning, good morning. |
| 1:20.4 | Let's just start with two lines that I picked up from the notes I saw |
| 1:23.8 | in your most recent research. Short-term bond strategy to manage two things, |
| 1:27.5 | potential defence in volatile markets and the optionality to move to |
| 1:31.5 | higher risk allocations |
... |
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