Bloomberg Surveillance
Surveillance: Bond Vigilantes with Yardeni
Aug 18, 2023
Edward Yardeni, president of Yardeni Research, discusses the impact of bond yields. Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, explains why now is a good time to buy fixed income. Sheila Kahyaoglu, senior equity research analyst at Jefferies, talks about declines in domestic airfares. Steve Pagliuca, senior advisor at Bain Capital, discusses the potential disruption in the premier league due to the recent Saudi investment in football.
31:22
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The recent Saudi investment in football has disrupted the Premier League by increasing player salaries, which may lead to a change in the league's dynamics.
- To compete against price-sensitive players, football clubs should focus on development, smart acquisitions, and attractive team offerings, including sponsorships and commercial ventures beyond the games.
Deep dives
The impact of the Saudi influence on the European transfer market
The Saudi injection of capital has significantly increased player prices in the transfer market. However, it has not disrupted the salary structure at mid-sized clubs like Atalanta. Development and smart purchases are key to competing against price-sensitive players. The emphasis on development and attractive sponsorships will be crucial for success.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
