Surveillance: Too Much Data, Too Little Analysis, Shilling Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 February 2018
⏱️ 36 minutes
🧾️ Download transcript
Summary
Gary Shilling, A. Gary Shilling President, says complacency in the markets is extreme. David Kirkpatrick, Techonomy Media CEO, says he's seen user saturation coming for Facebook for some time. Kate Warne, Edward Jones investment strategist, advises investors to prepare for volatility. Mike Jackson, AutoNation CEO, says he's very concerned about the conversation around NAFTA.
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Transcript
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| 0:00.0 | There's so much news happening around the world that we're somehow supposed to stay on top of. |
| 0:05.5 | That's why we launched The Big Take. It's a daily podcast from Bloomberg and I Heart |
| 0:11.4 | Radio that turns down the volume a bit to give you some space to think. |
| 0:16.5 | I'm Wes Kossova. |
| 0:18.0 | Each weekday I dig into one important story and talk about why it matters. |
| 0:23.7 | Listen to the big take on the I Heart Radio app, |
| 0:26.6 | Apple Podcasts, we bring you insights. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, |
| 0:47.8 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Apple Podcast, SoundCloud, |
| 0:53.8 | Bloomberg.com, and of course, on the Bloomberg. |
| 0:57.0 | To the Treasury market then what a start to the year it's been. The 10 year |
| 1:07.2 | starting the year around 240. It's up 34 basis points since then and up another |
| 1:11.9 | three or four basis points in today's session alone. 2.74% is your yield on a US 10 year. |
| 1:18.4 | For year after year many strategists have called for 3% and for year after year many of those |
| 1:24.1 | strategists have been disappointed when I can tell you this year we're a whole lot |
| 1:28.1 | closer than we have been for quite a while. Joining us now to discuss in New York City is a bond market legend in these parts. |
| 1:35.2 | His name is Gary Schilling, a Gary Schilling, president. |
| 1:38.2 | Gary always great to get your insight on what's happening. |
| 1:41.4 | Thanks, Sean. |
| 1:42.4 | Glad to be with you. |
| 1:43.0 | Can you tell me where we're at now at 274 |
... |
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