Surveillance: Value Investing With Herro
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 April 2020
⏱️ 41 minutes
🧾️ Download transcript
Summary
Amrita Sen, Energy Aspects Chief Oil Analyst, says supply recovery is likely to lag the rise in demand for oil. Valdis Dombrovskis, European Commission Vice President, says the bank consolidation process is already gradually happening in Europe. David Herro, Harris Associates Chief Investment Officer of International Equities, says the greater the spread between growth and value, the better the future looks. Robert Shiller, Yale University Professor and Nobel Laureate in economics talks about how human psychology amid the pandemic could play out in the stock market. Neysa Ernst, Johns Hopkins Hospital Department of Medicine Nurse Manager, says training the non-ICU nursing workforce to safely care for COVID-19 ICU patients has been going well. Kathy Hochul, New York Lieutenant Governor, says she is working with Governor Cuomo to rebuild a better New York City and New York State than before coronavirus.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Business stories aren't just about business. They're also about policy, politics, finance, and more. |
| 0:06.5 | With Bloomberg, you stay informed on global coverage that connects the dots. |
| 0:10.5 | The Bloomberg mobile app now features Apple Car Play and Android Auto so you can get the latest live radio, |
| 0:16.7 | podcasts and audio articles in the car. Download the Bloomberg Mobile App now to get started. |
| 0:22.0 | Find it in the Apple App Store or on Google Play. |
| 0:24.7 | Bloomberg in-car apps are sponsored by interactive brokers. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:40.0 | Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, |
| 0:48.1 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course on |
| 0:56.2 | the Bloomberg. |
| 0:57.2 | Right now, Amrita Send joins this energy aspect. |
| 0:59.7 | She's wonderful on these dynamics. |
| 1:02.0 | And Rita, if you were to publish this morning, what would you publish on the dynamics, the micro theory of demand in oil? |
| 1:09.0 | I think demand is it will be the worst month for demand is seen probably ever for the oil market. |
| 1:17.0 | But the good news is that we are going to come out of this and you are starting to see social distancing measures in part of Europe and the US so it should |
| 1:25.6 | get better from here. |
| 1:26.6 | And Risa, can we just get your thoughts on what is happening with some of the indexing |
| 1:31.3 | around the crude market and whether you think we've seen a |
| 1:34.6 | total failure of some of these products to actually track the oil market because |
| 1:39.4 | what I'm seeing on the |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.