Surveillance: Too Late To Sell, Too Early To Buy, Trennert Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 30 October 2018
⏱️ 35 minutes
🧾️ Download transcript
Summary
Karen Ubelhart, Bloomberg Intelligence Senior Machinery Analyst, sees opportunities in the tech gigs sector. Jason Trennert, Strategas Research Chairman & Chief Executive Officer, expects more dispersion in returns as capital becomes rationed. Bob Janjuah, Nomura Senior Independent Client Advisor of Global Markets, worries about the "post-easy-money world." Jim O'Sullivan, High Frequency Chief U.S. Economist, expects a strong employment report on Friday. Kevin Cirilli, Bloomberg TV & Radio Chief Washington Correspondent, updates us on President Trump's immigration plans.
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Transcript
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| 0:00.0 | Do you love Elon Musk? Do you hate Elon Musk? Do you have no idea what to think about Elon Musk? |
| 0:09.0 | Then we have just a show for you. He's become even more larger than life. |
| 0:14.4 | Buying Twitter doesn't get us closer to Mars. They are like really close to the edge of like |
| 0:18.8 | everything falling apart. Like oh Elon I, put a chip in my brain. |
| 0:23.0 | Each week on this podcast will break down, analyze, and debate the most important stories on Musk and his empire. |
| 0:30.0 | It's all one big universe. You just work for Elon Inc. From Bloomberg Business Week, this is Elon Inc. |
| 0:37.0 | listen wherever you get your podcasts. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:55.6 | Daily, we bring you insight from the best in economics, finance, investment, |
| 1:00.1 | and international relations. find Bloomberg surveillance on Apple |
| 1:04.3 | podcasts, SoundCloud Bloomberg.com and of course on the Bloomberg. with us now Karen Obelhard of Bloomberg Intelligence. |
| 1:18.8 | Karen Obelhard of Bloomberg Intelligence. Karen, you have followed the collapse of General Electric, Mr. Culp has to rebuild. |
| 1:23.4 | What is Order Number One for Lawrence Culp |
| 1:25.7 | to Danner Highs General Electric? |
| 1:28.0 | I think the first thing he's going to try to take care of the cash |
| 1:30.9 | bleeding, and he did that with the announcement of the dividend which was not a |
| 1:33.5 | surprise he's going to work on de leveraging the big problem is power and he's got to move |
| 1:39.5 | what do you on the strategy of power, the business plan of failed decisions. |
| 1:46.7 | He's going to split it into two businesses. |
| 1:48.6 | There are a couple of small businesses I think he might divest. |
| 1:51.5 | That's not the big problem. |
| 1:53.0 | Gas is a big problem. |
| 1:54.0 | He's got to shrink it and shrink it fast. |
... |
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