Surveillance: Trump Has Remade The Republican Party, Haass Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 5 February 2019
⏱️ 30 minutes
🧾️ Download transcript
Summary
Gene Frieda, PIMCO Global Strategist, and Therese Raphael, Bloomberg Opinion Columnist, discuss why markets don't price in the scenario of a no-Brexit. Richard Haass, Council on Foreign Relations President, says Trump has remade the Republican party. Brian Jacobsen, Wells Capital Management Chief Portfolio Strategist, says one of the cardinal rules of successful investment is diversification and patience. Doug Kass, Seabreeze Partners President, expects the spend line of Disney to ramp up, causing the share price to stumble.
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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. |
| 0:43.3 | Daily, we bring you insight from the best in economics, finance, |
| 0:47.1 | investment, and international relations. |
| 0:49.7 | Find Bloomberg Surveillance on Apple Apple Podcast, SoundCloud, |
| 0:53.8 | Bloomberg.com, and of course, on the Bloomberg. One of our high points at Davos was a discussion with the Prime Minister of the |
| 1:08.7 | Republic of Ireland about the future of the island nation. |
| 1:12.6 | That future comes forward today. |
| 1:14.6 | As Prime Minister May will travel to Belfast, |
| 1:16.8 | an extraordinary moment for Northern Ireland, Arlene Foster, |
| 1:21.0 | I believe out with comments here through the morning and then we'll hear |
| 1:25.0 | from Prime Minister May this afternoon. |
| 1:27.2 | Richard Haas to join us in the next hour. |
| 1:29.4 | Now Gene Frida with us with Pimco and Terrace Raphael will join from Bloomberg opinion here in a moment. |
| 1:35.7 | Gene, it's extremely important. |
| 1:37.9 | It is about the EU common market. |
| 1:41.5 | Can the European common Market actually move forward without |
| 1:45.4 | the United Kingdom? Well I think it's it's it's going to have to get used to the idea. |
... |
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