Single Best Idea with Tom Keene: Dan Ives & Gene Munster
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 May 2025
⏱️ 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 Dan Ives & Gene Munster.
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 | Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg. |
| 0:08.6 | These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day. |
| 0:15.2 | Stockmovers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's |
| 0:21.0 | driving those gains and losses. If you want to stay plugged into the stock market, but don't |
| 0:25.9 | want to spend all day watching tickers scroll across your screen, then Stock Movers is a place for you |
| 0:32.0 | to get informed. Listen a couple times throughout the day to find out what's moving equities and why. |
| 0:39.0 | Search for stock movers on Apple Podcasts, Spotify, or anywhere else you listen. |
| 0:44.4 | Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe. |
| 0:53.0 | Subscribe to Stockmovers, wherever you get your podcasts. |
| 1:02.1 | Bloomberg Audio Studios, Podcasts Radio News. |
| 1:19.6 | Single best idea, and the heart and soul of what we do is the guests. |
| 1:25.6 | And within the crushing schedule of the guests, the technology, getting him in studio, |
| 1:30.6 | in hotel rooms around the world, whatever, they've got to want to come on. |
| 1:39.3 | And we are so humbled that our guests around different news events really want to come on to get Claudia Sama on job stay is a big deal. |
| 1:42.3 | So what do we do with technology back-to-back? |
| 1:45.6 | Dan Ives and Gina Munster with us. Don't forget Mandeep Singh at Bloomberg Intelligence, among other worthies, but today was wonderful. Dan Ives of |
| 1:52.3 | Wedbush Securities, Retail loves MAG 7, institutional less so. Retail stuck with it, institutional. |
| 2:03.6 | They've hit the exit. And I think they got, |
| 2:08.9 | and you know, they've got scared out a lot of the Mag 7, a lot of attacking now, guess what's going to happen over the coming weeks? They're going to have to double down. And I think that's |
| 2:13.8 | why I think the run here that we can see intact over the next three, four |
| 2:18.2 | weeks, especially as we go through this, I think could be massive because it's under-owned |
| 2:23.1 | institutionally. |
... |
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