Surveillance: Volatility is a Part of the Game, Lane says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 7 December 2017
⏱️ 29 minutes
🧾️ Download transcript
Summary
Peter Oppenheimer, Goldman Sachs Chief Global Strategist, says there is still deep value in Europe. Omair Sharif, Societe Generale Chief U.S. Economist, does not foresee a ton of upside for healthcare next year. Jim Morris, Bloomberg News First Word Reporter, says this is the worst fire season Southern California has seen in years. Fred Lane, Lane Generational of Raymond James Managing Partner, says there is inevitably a bond bear market coming but it's not going to be that deep.
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Transcript
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| 0:00.0 | When you get your news from Bloomberg, you don't just get the story. You get the story behind the story. |
| 0:07.0 | How your Evie's battery may not be as green as it seems. |
| 0:11.0 | Why a decrease in global birth rates could send countries scrambling to increase immigration. |
| 0:16.2 | You get context. |
| 0:17.6 | And context changes how you see things, how you change things, because context changes everything. Go to Bloomberg |
| 0:24.6 | dot com to get context. 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, and international |
| 0:48.9 | relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, |
| 0:56.2 | on the Bloomberg. The U.S. is priced to perfection. |
| 1:05.0 | I've got to go someplace else. |
| 1:08.0 | One of the coveted decks of 2018 is Sharon Bell, |
| 1:12.0 | Kiching Wong, John Kwan, Giam J saw, and Peter Oppenheimer at Goldman Sachs. |
| 1:18.3 | John, you know John Ferro, this is a coveted PowerPoint, a story for 2018 by their acclaimed student of European stocks. |
| 1:28.0 | And I'm pleased to say that Peter Oppenheimer Goldman Sachs, chief globalist and Partner, joins us, |
| 1:33.1 | ran a table here in New York City. |
| 1:34.9 | It's great to have you with us, Peter. |
| 1:36.2 | And the story of 2017 so far for me was just, |
| 1:39.2 | by Europe, by Europe, by Europe, by Europe. |
| 1:41.0 | I got sick of hearing it. |
| 1:42.3 | I'm sure so many people got sick as saying it. It's the |
| 1:44.3 | perennial discount in European equities. Is it a value trap? |
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