Taxes are By Definition Complicated, Kantor Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 21 December 2017
⏱️ 29 minutes
🧾️ Download transcript
Summary
Charles Kantor, Neuberger Berman Group Managing Director/Portfolio Manager, says we've lived in an environment of unusually low volatility because of the tremendous amount of global liquidity. Stan Collender, MSLGROUP National Director of Financial Communications, says the Republicans have already started politicizing the deficit. Matt Winkler, Bloomberg Editor-in-Chief Emeritus, tells the story of the day he hired Tom Keene. Oliver Chen, Cowen and Company Senior Analyst, says micro-trends are happening all over the retail sector.
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| 0:00.0 | There's so much news happening around the world that we're somehow supposed to stay on top of. |
| 0:05.5 | That's why we launched The Big Take. It's a daily podcast from Bloomberg and I Heart |
| 0:11.4 | Radio that turns down the volume a bit to give you some space to think. |
| 0:16.5 | I'm Wes Kossova. |
| 0:18.0 | Each weekday I dig into one important story and talk about why it matters. |
| 0:23.7 | Listen to the big take on the I Heart Radio app, |
| 0:26.6 | Apple Podcasts, we bring you insights. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, |
| 0:47.8 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Apple Podcast, SoundCloud, |
| 0:53.8 | Bloomberg.com, and of course, on the Bloomberg. Charles Cantor joins us now Newberger Berman Group Managing |
| 1:06.8 | Director and portfolio management director. So Charles what is it? Is it the |
| 1:12.2 | the Republican take that it's happening |
| 1:14.3 | or the Democrat take that this is the PR machine in overdrive? |
| 1:18.6 | Look, I think I focus on the corporate side |
| 1:21.1 | and corporations have been waiting all year to make decisions. |
| 1:26.0 | Tax is an important part of any calculation on return on capital. |
| 1:30.8 | Taxes for US companies just went down 40% in rate and now we started to see decisions. |
| 1:38.0 | And the key one, I feel bad for all the finance directors out there they're going to have a very very |
| 1:44.5 | busy Christmas and New Year but the key decision and it'll get played out over time |
| 1:49.6 | is how much of the should I say windfall do the companies keep versus pass along to employees, |
| 1:58.3 | shareholders and customers? |
... |
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