Surveillance: Wall Street Optimism With Slimmon
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 May 2021
⏱️ 33 minutes
🧾️ Download transcript
Summary
Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says Wall Street is not being optimistic enough. Seema Shah, Principal Global Investments Chief Strategist, says the market is divided on the path of inflation. Ethan Harris, BofA Securities Head of Global Economic Research, doesn't expect the U.S. employment to fully return to normal before the end of the year. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says vaccine hesitancy is the biggest issue in the U.S. right now by far.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | What's on the horizon for financial markets? |
| 0:03.6 | At PGM, it's a question that over 1,400 investment professionals relentlessly research |
| 0:09.7 | in pursuit of your long-term goals. |
| 0:12.8 | Specialized across asset classes, but united in collaboration, |
| 0:17.1 | our teams provide global and local expertise. |
| 0:20.7 | Our investments shape tomorrow, today. |
| 0:24.1 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:30.2 | Join us in New York on November 2 for the Bloomberg Technology transformation |
| 0:34.1 | and the Strategic Sea Suite event. |
| 0:36.3 | Join CFOs and senior leaders in corporate finance and operations |
| 0:39.9 | for special evening briefing to discuss the sea suite's increasingly strategic role |
| 0:44.2 | in their organization's technology transformation. |
| 0:47.2 | Companies participating include Navistar, City, |
| 0:50.0 | Highmark Health, TDBag, UPS, and many more. |
| 0:53.3 | This program is proudly sponsored by IBM. |
| 0:55.9 | Register at BloombergLive.com slash transformation slash radio. |
| 1:26.3 | Right now, this is a really, really important interview. |
| 1:33.0 | For those of you who are worried about the stock market, |
| 1:34.7 | Andrew Slimman is the Morgan Stanley, a senior portfolio manager, |
| 1:38.8 | among other duties is, well, Andrew, I want to talk about the nuance here. |
| 1:43.0 | As we went to air, you were talking about not raging, |
| 1:46.1 | but being a raving bull. You're not a raving bull, |
... |
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.