← Stories · Brief

Surveillance: Krawcheck, Purves, Schork, Collender

bloomberg-surveillance-podcast economics-business-work Apr 11, 2026 source →
Claims
119
Domain
economics-business-work
Reading time
9 min
Record
Surveillance: Krawcheck, Purves, Schork, Collender

Claims from this story

Every atomic assertion extracted from the underlying record, ranked by evidence strength.

Nobody knows where the market is going, not even Warren Buffett.

direct_quotestatedeconomics-business-workApr 11, 2026

Anything longer than two or three years for economic projections is pure guesswork and becomes increasingly less reliable the longer you get out.

direct_quotestatedeconomics-business-workApr 11, 2026

Attempting to time the market is a waste of time.

direct_quotestatedeconomics-business-workApr 11, 2026

Diversity, specifically skin color and gender, in Wall Street has gone backwards, making it less inclusive over time.

paraphrasestatedeconomics-business-workApr 11, 2026

Women do not invest to nearly the same extent that men do.

paraphrasestatedeconomics-business-workApr 11, 2026

Investors should invest in a diversified investment portfolio and invest regularly.

paraphrasestatedeconomics-business-workApr 11, 2026

Michael Purvis agrees on gold, expecting it to be a good trade this year and well into next year.

paraphrasestatedeconomics-business-workApr 11, 2026

A small move in price can wipe out investments due to artificial valuations, according to Bill Gross.

paraphrasestatedeconomics-business-workApr 11, 2026

Equity market sentiment has been cautious or 'pale green light' throughout most of this year.

paraphrasestatedeconomics-business-workApr 11, 2026

VIX positioning in the futures market went from extraordinarily bullish in February to extraordinarily bearish after the March FOMC.

paraphrasestatedeconomics-business-workApr 11, 2026

The VIX market got it right, with extremely low realized volatility on the heels of fresh lifetime highs in the NDX, SPX, and DASH.

paraphrasestatedeconomics-business-workApr 11, 2026

Colgate has done 12.2 percent for the last 10 years.

paraphrasestatedeconomics-business-workApr 11, 2026

The role of central banking and the 10-year Treasury yield in the equity equation has become more and more dominant.

paraphrasestatedeconomics-business-workApr 11, 2026

A massive sell-off in sovereign paper would be very disruptive to the equity framework.

paraphrasestatedeconomics-business-workApr 11, 2026

Buybacks would go out the window if the 10-year Treasury is at 3.5%.

paraphrasestatedeconomics-business-workApr 11, 2026

The cost of debt capital would go up a lot, hurting earnings.

paraphrasestatedeconomics-business-workApr 11, 2026

It is hard to imagine a sudden 'pop' of the bond bubble.

paraphrasestatedeconomics-business-workApr 11, 2026

A bond market reversal is more likely to be a smooth glide path with occasional speed bumps than truly traumatic.

paraphrasestatedeconomics-business-workApr 11, 2026

CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity.

paraphrasestatedeconomics-business-workApr 11, 2026

In the ETF markets, volume and liquidity lessen after 4 p.m. until the next morning.

paraphrasestatedeconomics-business-workApr 11, 2026

The financial industry has changed significantly.

paraphrasestatedeconomics-business-workApr 11, 2026

Some riskier businesses in finance have been reined in, but it is uncertain if it is enough until the next downturn.

paraphrasestatedeconomics-business-workApr 11, 2026

Wealth management businesses are under siege from various areas.

paraphrasestatedeconomics-business-workApr 11, 2026

The world of finance in America will change quite a bit over the next 10 to 20 years.

paraphrasestatedeconomics-business-workApr 11, 2026

Bank branches are going to be gone at some point.

paraphrasestatedeconomics-business-workApr 11, 2026

A brokerage firm had more advisors over the age of 80 than under the age of 30.

paraphrasestatedeconomics-business-workApr 11, 2026

This investment gap costs women tens of thousands, hundreds of thousands, or millions of dollars over the course of their lives.

paraphrasestatedeconomics-business-workApr 11, 2026

Ellevest solves the investment gap digitally, as women are really looking for digital solutions.

paraphrasestatedeconomics-business-workApr 11, 2026

Women report overall that they feel patronized by financial advisors and Wall Street.

paraphrasestatedeconomics-business-workApr 11, 2026

The language of the industry, such as 'outperform,' 'beat the market,' and 'pick the winner,' and the symbol of a bull, do not resonate with many women.

paraphrasestatedeconomics-business-workApr 11, 2026

Women's salaries peak sooner than men's.

paraphrasestatedeconomics-business-workApr 11, 2026

Women tend to be more risk aware and want to understand risk more.

paraphrasestatedeconomics-business-workApr 11, 2026

Ellevest uses a digital platform to focus on women's goals, such as buying a house, retiring well, or starting a business, rather than specific investment products.

paraphrasestatedeconomics-business-workApr 11, 2026

Ellevest projects out a client's life, salary curve, and lifespan to create inexpensive managed ETF portfolios.

paraphrasestatedeconomics-business-workApr 11, 2026

Ellevest alerts clients if they fall off track for their goals.

paraphrasestatedeconomics-business-workApr 11, 2026

The Pax Elevate Global Women's Index Fund invests in top-rated companies for advancing women, based on metrics like women on boards and in senior leadership.

paraphrasestatedeconomics-business-workApr 11, 2026

The Pax Elevate Global Women's Index Fund is outperforming after a couple of years.

paraphrasestatedeconomics-business-workApr 11, 2026

Diversity, especially gender diversity, leads to better business results and significantly better ROEs.

paraphrasestatedeconomics-business-workApr 11, 2026

The street does not recognize that diversity can drive better performance, making it the least crowded trade.

paraphrasestatedeconomics-business-workApr 11, 2026

It always hurts to raise rates.

paraphrasestatedeconomics-business-workApr 11, 2026

The economy doesn't feel horrible overall.

paraphrasestatedeconomics-business-workApr 11, 2026

When rates are raised, banks tend to falter and markets falter.

paraphrasestatedeconomics-business-workApr 11, 2026

Equity markets have climbed walls of worry and hatred this year and over several of the last few years.

paraphrasestatedeconomics-business-workApr 11, 2026

Apple is trading at 12 times earnings.

paraphrasestatedeconomics-business-workApr 11, 2026

Many companies are attractively priced and pay dividends noticeably higher than the 10-year treasury yield.

paraphrasestatedeconomics-business-workApr 11, 2026

The S&P 500 pays a dividend yield noticeably higher than the 10-year Treasury yield.

paraphrasestatedeconomics-business-workApr 11, 2026

Janet Yellen and other central banks in Japan and Europe have taken bond yields to levels never seen or contemplated before.

paraphrasestatedeconomics-business-workApr 11, 2026

Utilities are stretched in terms of valuations and have been manufactured to be 'turbo bonds'.

paraphrasestatedeconomics-business-workApr 11, 2026

MLPs (Master Limited Partnerships) have been unloved due to the oil crash and could benefit if volumes start coming back.

paraphrasestatedeconomics-business-workApr 11, 2026

West Texas Intermediate (WTI) crude oil is at $39.80.

paraphrasestatedeconomics-business-workApr 11, 2026

Oil is expected to be in a $40 to $55 range and is unlikely to get much weaker unless there's real supply upside.

paraphrasestatedeconomics-business-workApr 11, 2026

Gasoline inventories are higher than expected, and the summer driving season was weaker.

paraphrasestatedeconomics-business-workApr 11, 2026

If crude oil goes lower, it will pressure equities.

paraphrasestatedeconomics-business-workApr 11, 2026

The taper tantrum in May 2013 caused the 10-year yield to rise from 1.5% to 3%, rolling over economic metrics.

paraphrasestatedeconomics-business-workApr 11, 2026

The Federal Reserve and other central banks understand that any rate adjustment has to be a glide path.

paraphrasestatedeconomics-business-workApr 11, 2026

Jeffrey Gundlach said 'sell everything,' and Bill Gross said 'buy gold' and dislikes bonds, stocks, and private equity.

paraphrasestatedeconomics-business-workApr 11, 2026

Bill Gross favors real assets such as land, gold, and tangible planted equipment at a discount.

paraphrasestatedeconomics-business-workApr 11, 2026

Reasons for gold's appeal include the relative yield argument due to low sovereign paper yields and a more dynamic geopolitical and political discussion in the Eurozone.

paraphrasestatedeconomics-business-workApr 11, 2026

Higher inflation prints are expected in the U.S.

paraphrasestatedeconomics-business-workApr 11, 2026

A political event transforming central bank operations is a tail risk for the bond market, not the base case.

paraphrasestatedeconomics-business-workApr 11, 2026