Single Best Idea with Tom Keene: Chuck Clough & Katy Kaminski
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 15 October 2024
⏱️ 6 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 Chuck Clough & Katy Kaminski.
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 | Are you looking for a new podcast about stuff related to money? |
| 0:05.0 | Well, today's your lucky day. |
| 0:07.0 | I'm Matt Levine. |
| 0:08.0 | And I'm Katie Grifield. |
| 0:10.0 | And we are the hosts of Money Stuff, the Podcast. |
| 0:13.1 | Every Friday we dive into the top stories |
| 0:15.1 | about Wall Street, Finance, and other stuff. |
| 0:18.0 | We have fun, we get weird, and we want you to join us. |
| 0:21.5 | You can listen to Money Stuff the Podcast on Apple Podcasts, Spotify, or wherever you get your |
| 0:25.8 | podcasts. |
| 0:28.8 | Bloomberg Audio Studios. |
| 0:34.3 | Podcasts, Radio News. Single Best idea and one of the great single best ideas we have is we pay attention |
| 0:49.9 | to people from decades back who get it right, |
| 0:52.6 | sometimes get it wrong, but more often than not give us |
| 0:56.2 | the benefit of experience. |
| 0:58.8 | Chuck Klau is a legend. |
| 1:00.8 | He's out of New England. He's worked for old colonial management. There's a name from the past in Boston. |
| 1:07.4 | I iconic at Merrill Lynch, there's no other way to put it. Huge influence within equity strategy and having the courage to be in the market. |
| 1:17.0 | He's a bull. We spoke to Chuck Cloud today and of course he went back to one of his core theories study demographics. |
| 1:26.0 | Let's look at the events that created 40 years of declining interest rates and declining inflation. |
| 1:33.2 | And of course that was interrupted by COVID |
| 1:35.8 | and the tremendous government response to that. |
... |
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