Surveillance: Ukraine Risks with Hormats
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 February 2022
⏱️ 32 minutes
🧾️ Download transcript
Summary
Elizabeth Economy, Hoover Institution Senior Fellow, discusses the relationship between Russia and China. Robert Hormats, Tiedemann Advisors Managing Director, says if Putin wants to have a war, he's going to have to suffer sever economic consequences. Kelsey Berro, JP Morgan Investment Management Fixed Income Portfolio Manager, explains why markets are looking for the Federal Reserve to cut interest rates in 2024. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says markets are facing the toughest part of 2022, but should get clarity on inflation and growth later in the year.
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| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
| 0:05.0 | Whatever you see at PGM, we can help you rise to the challenges of today |
| 0:10.0 | when active investing and disciplined risk management are needed most. |
| 0:14.0 | Drawing on deep expertise across the world's public and private markets |
| 0:18.0 | in pursuit of long-term returns. |
| 0:21.0 | Our investments shape tomorrow today. |
| 0:24.0 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:30.0 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 0:39.0 | along with Jonathan Farrell and Lisa Abramowitz. |
| 0:42.0 | Daily, we bring you insight from the best, |
| 0:45.0 | an economics finance investment and international relations |
| 0:49.0 | to find Bloomberg's surveillance, an Apple podcast suncloud, |
| 0:53.0 | Bloomberg.com, and of course, on the Bloomberg terminal. |
| 0:59.0 | I have a summer reading list, but with the events going on, |
| 1:03.0 | you need a late winter in spring reading list, |
| 1:06.0 | and it's real simple, simple, I should say, |
| 1:09.0 | you need to read Angela Stent and Elizabeth Economy. |
| 1:13.0 | On Stent, it's Putin's world, and for Elizabeth Economy, |
| 1:16.0 | it is the widely anticipated, the world, |
| 1:19.0 | according to China, her books have been definitive for decades. |
| 1:23.0 | Dr. Economy joins us this morning with the Hoover Institute. |
| 1:27.0 | Liz, congratulations on the new effort at the bottom of the book, |
... |
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