Surveillance: War in Ukraine with Kimmitt
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 March 2022
⏱️ 28 minutes
🧾️ Download transcript
Summary
Mark Kimmitt, Retired Brigadier General and United States Department of State Former Assistant Secretary, says Ukraine still faces a lot of tough and brutal combat ahead. Alicia Levine, BNY Mellon Chief Investment Strategist, says large market capitalization technology stocks are the "safety play" due to uncertainty over inflation and Federal Reserve policy. Kamakshya Trivedi, Goldman Sachs Co-Head of FX, Rates & EM, says sanctions are making Russian assets uninvestable. Michael Fiddelke, Target CFO, discusses how the company is managing inflationary cost pressures.
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Transcript
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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. |
| 1:00.0 | What we will do is speak of this war. |
| 1:03.0 | We do this with a gentleman early in his career. |
| 1:06.0 | At that time when Russia again blew up in the early 90s, |
| 1:09.0 | Mark Kimett was with the eighth infantry |
| 1:12.0 | and then answered other tours of duty with the Army. |
| 1:15.0 | General Kimett, division artillery commander, |
| 1:18.0 | the first armored division in Germany, he has hands-on experience |
| 1:22.0 | as Ben Hodges did the other day for us as well. |
| 1:25.0 | General Kimett, thank you for joining us this morning. |
... |
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