Single Best Idea with Tom Keene: Abby Joseph Cohen & Alicia Reese
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 20 July 2024
⏱️ 9 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 Abby Joseph Cohen & Alicia Reese.
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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| 0:00.0 | Volatile markets, global elections, central bank policy, you've got questions about the business stories that affect your world. |
| 0:08.0 | Let Bloomberg give you the answers. |
| 0:10.0 | I'm Stephen Carroll, join me for Here's Why, a new podcast that drills into one big story each week. |
| 0:17.0 | We'll explain it in just a few minutes with help from one of our 2,700 journalists and analysts across the globe. |
| 0:23.2 | Listen to Here's Why on Apple Carplay or Android Auto |
| 0:26.4 | with the Bloomberg Business App or wherever you get your podcasts. |
| 0:30.1 | Bloomberg Audio Studios. |
| 0:34.3 | Podcasts, Radio News. |
| 0:37.0 | The single best idea. Single Best Idea |
| 0:45.0 | Idea on Apple Podcasts, and at that a unique and wonderful Single Best idea. |
| 0:51.0 | Abby Joseph Cohen held court at Goldman Sachs so visible and on the up and downs of the market, always a pinata, particularly |
| 1:00.1 | for the bears, and her belief in investing and that is the chart would go from the lower left to the upper right. |
| 1:08.0 | She is now adding massive value at the Columbia Business School with their prodigious |
| 1:13.3 | mathematic chops or CFA Institute work, |
| 1:16.7 | just really, really wonderfully moving on |
| 1:19.8 | from Goldman Sachs to the Columbia Business School. She gave us a generous amount of time |
| 1:24.8 | today. Abby Joseph Cohen on a solid economy on a solid market. It seems to me that we do |
| 1:32.2 | have an economy right now that is extremely solid. |
| 1:36.5 | We have never seen in recent decades as strong a labor market as we have now. |
| 1:42.4 | Wages are rising at a rate that now exceeds inflation |
| 1:46.4 | which is helpful particularly for middle income and lower middle income families |
| 1:50.4 | that have been having trouble. We have enormously strong profits. Return on |
... |
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