Single Best Idea: Nouriel Roubini & Jim Bianco
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 March 2024
⏱️ 8 minutes
🧾️ Download transcript
Summary
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Nouriel Roubini and Jim Bianco.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:48.0 | Bloomberg Audio Studios Podcasts Radio News News. It is surveillance, single best idea and the best idea today was to get to the March 20th Fed |
| 1:01.6 | meeting. Of course with the jobs report, we've got that on Friday. A lot of economic |
| 1:06.4 | data this week, but clearly jobs report, front and center. What's interesting here in the last |
| 1:11.4 | number of weeks with this boom inequities, what a moonshoothed. What's |
| 1:15.0 | a moon shot on NVIDIA today as well to open up trading. |
| 1:18.0 | And the basic idea is, well, the Fed Talk, the parlor talk, |
| 1:22.0 | that's moved aside as we've all been shocked by the success in American equities |
| 1:27.0 | a success in American technology. We focus back on the Fed today and I want you to listen to this. This is from |
| 1:34.4 | Nore Rubeini, Professor Emeritus at NYU, and what's so important here is |
| 1:39.7 | this was the most optimistic Nore Rube, Damien Sassauer, and I've heard in ages. |
| 1:47.0 | And I would say that paradoxically the biggest risk today to the market is actually is a case of no landing where growth could continue to be above |
| 1:55.8 | potential and why is it going to be negative for the markets because if growth |
... |
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