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Bloomberg Surveillance

Single Best Idea with Tom Keene: Dan Ives, George Saravelos, and Victoria Fernandez.

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 24 January 2025

⏱️ 7 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, George Saravelos, and Victoria Fernandez.

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

Hear that, Rockstars of business?

0:02.4

That's the sound of Workday's built-in AI, turning your organization's performance all the way up.

0:08.7

Innovate all day and night with Workday.

0:11.5

Finance and HR on one epic platform.

0:17.3

Want to know where stress is showing up in the $20 trillion commercial real estate market?

0:22.2

Or how the clean energy transition is actually being financed.

0:25.9

Or while child care is so expensive and why so much of the global economy is going into reverse, then you're in the right place.

0:33.0

I'm Tracy Alloway.

0:34.0

And I'm Joe Wisenthall.

0:35.3

Together we host the All Thoughts podcast.

0:37.5

Twice a week, we bring on the perfect guest to break down all these odd, interesting, complicated finance topics and more.

0:44.2

You can look us up wherever you get your podcasts.

0:46.8

The OddLod's podcast from Bloomberg. Bloomberg Audio Studios

0:56.7

Podcasts Radio News

0:59.6

Single Best Idea, what an eventful Friday.

1:08.7

We've got a lovely surprise for you on the back of our two conversations this morning. Let's get right to it. Next week, tech earnings into the end of the month. I think 29 Microsoft, 30 Apple, Nvidia, the end of February. And there's really only one voice you want to listen to who when everything's said and done quarter after quarter

1:30.8

has been dead on yesterday or the day before Daniel Ives of Wedbush put out a blistering tweet

1:38.0

saying the gloom crew on Apple has it wrong here is Dan I's of Wedbush on the Apple decline.

1:46.0

Oh, I think it's a table bounder. Because it's my view. You talk about Apple being light in the

1:51.7

quarter, but they're going to announce an Apple intelligent partner in the next few months.

1:56.5

And then you ultimately are going to have 25% of the world population when they access

2:01.7

AI, it's going to go through an Apple device.

...

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