Single Best Idea with Tom Keene: Dan Ives and Tina Fordham
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 29 April 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 Dan Ives and Tina Fordham.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Bloomberg Audio Studios. |
| 0:04.0 | Podcasts, Radio News. Single Best Idea, Idea, and a plethora of people to speak to on a Monday team doing a great job over the weekend and even during the show of you know |
| 0:24.0 | ripping things up we cancel people when you come on surveillance you know you could |
| 0:27.4 | get canceled based on breaking news at Ken Leon on from CFRA just brilliant on the shareholder loss |
| 0:36.2 | potential at Paramount. I really don't understand the transaction other than |
| 0:40.9 | there's a whole private party with a Redstone family and they're public |
| 0:44.6 | shareholders that are a little bit upset to say the least thanks to Ken Leon for |
| 0:49.5 | that. Lots to choose from today. We had to go to Dan Eyes. He's a piñata and a bright |
| 0:55.2 | colorful one at that. For a lot of people that are Tepidon technology, |
| 1:00.4 | gloomy on technology, he is the Uber Bowlon technology and of course on a broad perspective of |
| 1:06.8 | three years, five years, ten years. He's been right, right, right, right, right. |
| 1:10.3 | I asked Dan Ives about AI and I get it that it's going to be enterprise, chat |
| 1:17.4 | gee PT, computer people productive. But one is retail like through Apple Siri actually use AI. |
| 1:27.0 | For Legends like Ken, you won't see that till 2025 2025 from a consumer perspective. The enterprise is where the |
| 1:36.4 | AI revolution is happening today, but ultimately Tom I think the important thing |
| 1:40.6 | is when Apple embraces AI, as Google embrace AI, that's where you're |
| 1:46.7 | going to now start to see that to consumer from an app perspective, from a technology. And ultimately even from an AI perspective things like |
| 1:54.6 | FSD. Our Apple coverage Thursday look for that Amazon on Tuesday as well you the |
| 2:01.5 | shock of Google and Microsoft and even the rebound of Tesla |
| 2:05.9 | after the last couple days and Mr. Musk's trip to China, Tesla up sharply as well. |
| 2:11.6 | So Amazon on Tuesday and then Thursday we get to Apple as well. |
| 2:17.0 | Get a concise daily market update from Charles Schwab including the latest on U.S. and |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

