The Headlines Matter on the Margin, Kantor Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 March 2018
⏱️ 34 minutes
🧾️ Download transcript
Summary
Peter Pae, Bloomberg's Seoul Bureau Chief, recaps the headlines that North Korea is open to denuclearize. Charles Kantor, Neuberger Berman Group Managing Director & Senior Portfolio Manager, says the bond market suggests there will be more real growth. Kim Wallace, Eurasia Managing Director of United States, notes to say that the process now in Washington is unique, is an understatement. Stephen Schork, Schork Report Editor, says the demand structure for natural gas has totally changed. Brian Kelly, The Points Guy CEO & Founder, offers his wisdom on how to get inexpensive flights using airline miles.
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| 0:00.0 | Do you love Elon Musk? Do you hate Elon Musk? Do you have no idea what to think about Elon Musk? |
| 0:09.0 | Then we have just a show for you. He's become even more larger than life. |
| 0:14.4 | Buying Twitter doesn't get us closer to Mars. They are like really close to the edge of like |
| 0:18.8 | everything falling apart. Like oh Elon I, put a chip in my brain. |
| 0:23.0 | Each week on this podcast will break down, analyze, and debate the most important stories on Musk and his empire. |
| 0:30.0 | It's all one big universe. You just work for Elon Inc. From Bloomberg Business Week, this is Elon Inc. |
| 0:37.0 | listen wherever you get your podcasts. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:55.6 | Daily, we bring you insight from the best in economics, finance, investment, |
| 1:00.1 | and international relations. find Bloomberg surveillance on Apple |
| 1:04.3 | podcasts, SoundCloud Bloomberg.com and of latest on the geopolitical news show we and cross over to Seoul to |
| 1:19.3 | catch up with Bloomberg's Seoul Bureau Chief Peter pay Peter |
| 1:22.3 | Peter, Peter, walk me through what we've learned in the last 30 minutes or so. |
| 1:26.0 | Yes, it's pretty amazing. About 30 minutes ago, South Korea's special and envoys to North Korea returned, actually a couple of hours ago, and gave their briefing, basically saying that they were told by North Korea's leader, Kim Jong-un, that he was willing to sit down with the United States and have a hard-to-art |
| 1:46.9 | talk including the possibility of denuclearizing North Korea, which is a stunning shift if that's true |
| 1:55.3 | considering that North Korea has always maintained that their nuclear program |
| 1:59.7 | was not negotiable. Yeah, Peter, it does raise the question. |
| 2:02.8 | What was the catalyst for the change? |
| 2:04.4 | The push that led to this shift? |
| 2:06.4 | Well, that's a good question. |
| 2:07.8 | I mean, obviously the detente had significantly increased over the last month or two mainly because North Korea |
| 2:14.4 | decided to participate in the in the Pyongyang Olympics. I think that the Trump |
| 2:20.6 | administration will take some credit for it, maybe a large credit for it, saying that they, it was because of their hard lines and increasing the sanctions, their maximum pressure campaign that might have pushed North Korea's Kim Jong-un to |
... |
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