Surveillance: Vaccine Rollout With Yale's Forman
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 30 November 2020
⏱️ 27 minutes
🧾️ Download transcript
Summary
Michael Shaoul, Marketfield Asset Management CEO and Portfolio Manager, says the durable goods economy is firing on all cylinders. Elizabeth Suzuki, BofA Securities Senior Hardlines Retail Analyst, says this retail holiday season will be largely dominated by the home categories. John Ryding, Brean Capital Chief Economic Advisor, sees a difficult few months ahead for the U.S. economy. Dr. Howard Forman, Yale University Professor of Public Health, Management, and Economics, says he's optimistic about the timeline of a Covid-19 vaccine rollout.
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Transcript
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| 0:00.0 | Osage County, Oklahoma is getting a lot of attention right now. |
| 0:04.4 | It's the setting of Martin Scorsese's latest film, |
| 0:07.8 | Killers of the Flower Moon. |
| 0:10.0 | The movies based on a book about the 1920s Osage murders, |
| 0:14.1 | when white men poured into Osage County |
| 0:16.4 | and killed Osage people for their oil wealth. |
| 0:20.1 | I'm Rachel Adams Heard, the host of InTrust, a podcast from Bloomberg and I Heart Media. |
| 0:26.8 | For over a year I was reporting a different story about other ways white people got |
| 0:32.1 | Osage, land, land and wealth and how a prominent ranching family in Osage County became one of the biggest landowners here. |
| 0:40.0 | Their ranching empire was built on land that at the turn of the century was all owned by the Osage Nation. |
| 0:47.0 | So how did they get it? |
| 0:49.0 | Listen to the award-winning podcast, Trust on the I Heart Radio app Apple |
| 0:55.3 | Podcast or wherever you Bloomberg surveillance podcast. I'm Tom Keene. |
| 1:13.5 | Daily, we bring you insight from the best |
| 1:15.9 | in economics, finance, investment, |
| 1:18.1 | and international relations. |
| 1:19.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course on |
| 1:26.2 | the Bloomberg. |
| 1:27.2 | Let's kick off the conversation this morning with Michael Schall, Market Field Asset Management, |
| 1:30.6 | CEO and Portfolio Manager. Good morning to you you Michael. Better news on a |
| 1:34.8 | vaccine front over the last month looking out to 2021. Is there anything between |
| 1:38.9 | now and year-end that could derail the optimism around a better outlook? |
... |
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