Jay on Bloomberg TV - Focus on Earnings Growth not GDP Growth

Jay chats with Jon Ferro about the Re opening coming in Europe, how the growth and vaccination divergences btwn the US and Europe will close in the coming months and what that means for global equity positioning, including a focus on reopening laggards. From minute 38 thru 43.

https://www.bloomberg.com/news/videos/2021-04-30/-bloomberg-the-open-full-show-04-30-2021-video?sref=ftskAWJe