Surveillance: U.S. Is In Round 1 Of Trade Wars, Gallo Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 5 September 2018
⏱️ 29 minutes
🧾️ Download transcript
Summary
Alberto Gallo, Algebris Investments Head of Macro Strategies & Partner, says the Turkish lira has been hurt by outflows from investors. John Taft, Baird Vice Chairman, analyzes risks in the shadow banking system. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, suspects Jack Dorsey and Sheryl Sandberg will be more contrite than previous representatives from their companies. And Julia Coronado, Macropolicy Perspectives President & Founder, reviews U.S. eco data with Tom and Jon.
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Transcript
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| 0:00.0 | The media alone can't ease the tensions that come from the debate surrounding the issues we deal with every day. |
| 0:05.7 | However, we can create spaces where people can freely kick the tires of their preconceived notions. |
| 0:11.2 | I'm Tim O'Brien, and I'm the senior executive editor at |
| 0:13.8 | Bloomberg Opinion. On our platform we ask tough questions and solve complex |
| 0:18.1 | problems with the facts in mind. Because context changes how you see things and |
| 0:22.4 | how you change things. |
| 0:23.6 | Context changes everything. |
| 0:25.6 | Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. 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, |
| 0:48.0 | and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com and of course |
| 0:56.2 | on the Bloomberg. To emerging markets once again struggling to stop the rot, the routes showing no |
| 1:07.4 | sign of Leningut with most currencies weakening and an index of stocks nearing a bear |
| 1:11.7 | market. |
| 1:12.5 | Joining us now to discuss from London |
| 1:14.0 | is Alberto Gallo, our gerbis investments |
| 1:15.9 | head of macro strategies and partner. |
| 1:18.4 | Good morning to you, Alberto. |
| 1:19.8 | Walk us through what you're seeing |
| 1:21.3 | in emerging markets this morning. |
| 1:23.0 | Good morning, John. |
| 1:25.0 | So this is the realization of a 10-year-long trend in emerging market capital |
... |
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