We're in Price Discovery Mode, Wilson Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 8 February 2018
⏱️ 33 minutes
🧾️ Download transcript
Summary
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we haven't had portfolio disruption yet but he think it's to come. Doug Kass, Seabreeze Partners President, says the lesson learned in this week's liquidity event is that history rhymes. Paul Sweeney, Bloomberg Intelligence U.S. Director of Research, says Twitter is not a growth story but it is an engagement story. Admiral Stavridis, Dean of Fletcher School of Law and Diplomacy, says a military parade is not a good deal for troops.
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Transcript
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| 0:00.0 | To me, context is about pattern recognition. |
| 0:02.8 | It's connecting the dots. |
| 0:04.4 | It's giving readers an ability to synthesize |
| 0:07.6 | a number of different perspectives |
| 0:09.2 | so they can understand how the greater whole works, |
| 0:12.0 | because nothing really occurs in isolation anymore. |
| 0:14.4 | I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion. |
| 0:18.0 | On our platform, we ask tough questions and solve complex problems with the facts in mind. |
| 0:23.0 | Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:40.0 | Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, |
| 0:48.1 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts SoundCloud, Bloomberg.com, and of course, on the Bloomberg. |
| 0:57.0 | Here in the United States and worldwide it's all been about elevated |
| 1:07.1 | volatility. Is that elevated volatility technical or is it a change in |
| 1:11.7 | perceptions of risk worldwide and financial markets? |
| 1:14.6 | I'm pleased to say that we're joined by a fantastic guest on Bloomberg radio. |
| 1:18.2 | It's Mike Wilson, the Morgan Stanley, Chief U.S. Equity strategist and the CIO for Morgan Stanley. |
| 1:23.8 | Mike, always great to catch up with you. What a week so far. |
| 1:26.2 | It's a little bit of action. We haven't had that in a while. It's actually refreshing |
| 1:30.0 | him anyways because it's been so stagnant for so long. We're now kind of shaking the trees a little bit and I think the big question folks are asking is this just a correction in an overbought market or is there actually a regime shift happening beneath the surface and we think it's a bit of both. |
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