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Jan 31, 2021
01/21
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and i love that story because i was the answer jeffrey sachs gave because it really does reflect theattitude of all development economists and the thing that annoys me the most about it is that the actual imperialist and in the 19th century written and frenchman who they love to denigrate and were not at all like the white man's burden era that kipling would never have said that about india. he never would have said i don't know anything about it. .. >> what he does is so obvious that is analogous that seems deeply offensive and arrogant that the imperialist a lot of people criticize jeffrey sachs. i think he could do a lot of good that way. but to be such a hypocrite of it. >> surprise being a boomer for his good intentions anyway. i have a question i wonder what the shortcomings suggest about their own parents and members of the greatest generation for all the virtues for the worst access of their children's generation? >> that's a great question. and the short answer is no. that the greatest generation spoiled the boomers. had grown up in the great depression and world war ii you
and i love that story because i was the answer jeffrey sachs gave because it really does reflect theattitude of all development economists and the thing that annoys me the most about it is that the actual imperialist and in the 19th century written and frenchman who they love to denigrate and were not at all like the white man's burden era that kipling would never have said that about india. he never would have said i don't know anything about it. .. >> what he does is so obvious that is...
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Jan 11, 2021
01/21
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helen: they are if i can get them in the correct order, steve jobs, aaron sorkin, camille polyol, jeffrey sachsal sharpton and sonia sotomayor. it is a pretty good spread. somebody from tec, hollywood, academia, which is hugely important to the boomer story and a supreme court justice. helen: it is interesting you did not choose anyone from your own field of journalism. helen: there were so many people i had to leave out. i would have loved to have had somebody from journalism or finance, which is a huge -- the rise of economics is the dominant field. there are a lot of stories i did not get a chance to tell but i did not want to make the book too long. susan: perhaps there are some boomers in your future. i wanted to spend a little bit of time with a couple of these people so viewers have an understanding of how you approached it. let's start with aaron sorkin. who is aaron sorkin? got hisaron sorkin start as the young sensation who wrote a few good men. if you can picture jack nicholson saying you can handle the truth, that is aaron sorkin. once he moved out west to hollywood from new york ci
helen: they are if i can get them in the correct order, steve jobs, aaron sorkin, camille polyol, jeffrey sachsal sharpton and sonia sotomayor. it is a pretty good spread. somebody from tec, hollywood, academia, which is hugely important to the boomer story and a supreme court justice. helen: it is interesting you did not choose anyone from your own field of journalism. helen: there were so many people i had to leave out. i would have loved to have had somebody from journalism or finance, which...
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Jan 14, 2021
01/21
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right now jeffrey currie of goldman sachs on the surge in oil.le are modeling this at the top end of the range. can you model a top end of oil through $60? jeff: all of the telltale signs of a bull market at play. not only do you have oil charging toward $60 a barrel, you have metal prices back to super cycle era levels. grain exploding. global liquidity increasing tremendously. at the same time, the dollar broke a multiyear trendline back to 2011. when we think about the potential for a macro repricing across the commodity complex, this is the highest it has been in well over a decade. we think there's a lot of upside risk, not only to oil but the entire commodity complex. tom: i wanted to talk about a wonderful new book. you probably helped write it. for the rest of us it is overwhelming, the dynamics of the u.s. production of oil. are we at risk in the new math that joe biden is writing? jeffrey: no. when we think about the current environment, particularly given the esg overlay, there is only two sources of oil that can be brought on quickly
right now jeffrey currie of goldman sachs on the surge in oil.le are modeling this at the top end of the range. can you model a top end of oil through $60? jeff: all of the telltale signs of a bull market at play. not only do you have oil charging toward $60 a barrel, you have metal prices back to super cycle era levels. grain exploding. global liquidity increasing tremendously. at the same time, the dollar broke a multiyear trendline back to 2011. when we think about the potential for a macro...
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Jan 14, 2021
01/21
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coming up on lumber surveillance simulcast, jeffrey currie, goldman sachs global head of the commoditiesat is coming up at 1:30 p.m. in london, 8:30 a.m. in new york. this is bloomberg. ♪ francine: this is bloomberg surveillance. italy's government at a risk of collapse. the former primary pulled his ministers from the coalition attacking the prime minister for failing to do enough to tackle the problems. we are looking at the various scenarios and what is happening next. as always, thank you for joining us. when you look at the various possibilities, how unlikely is it that fresh elections are called for? >> thank you for having me. i would say it is really an extreme scenario right now for a number of reasons. it is very delicate for the country. the president of the republican will go to great lengths to avoid an election on top of the pandemic and economic crisis. on top of that, the recent reform of parliament implies that the confirmation of parliament that will come out of the election would be difficult -- different and there is little political incentive on the side of parliamen
coming up on lumber surveillance simulcast, jeffrey currie, goldman sachs global head of the commoditiesat is coming up at 1:30 p.m. in london, 8:30 a.m. in new york. this is bloomberg. ♪ francine: this is bloomberg surveillance. italy's government at a risk of collapse. the former primary pulled his ministers from the coalition attacking the prime minister for failing to do enough to tackle the problems. we are looking at the various scenarios and what is happening next. as always, thank you...