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Bloomberg Surveillance

Single Best Idea with Tom Keene: Geoffrey Yu & Bob Hormats

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 13 March 2025

⏱️ 5 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 Geoffrey Yu & Bob Hormats.

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

All right, if you're serious about investing, you need to know about public.com.

0:04.7

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0:06.5

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0:11.4

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0:14.9

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0:20.7

Fund your account in five minutes or less at public.com slash podcast. And get up to $10,000 when you transfer your old portfolio. That's public.com slash podcast. paid for it by public investing. All investing involves the risk of loss, including loss of principal. Brokridge services for U.S. listed registered securities, options and bonds in in a self-directed account are offered by Public Investing Inc. Member Finra and SIPC.

0:40.5

Cryptocurrency trading services are offered by backed crypto solutions LLC. Complete disclosures available at public.com slash disclosures.

0:49.0

Bloomberg Audio Studios. Podcastss Radio News.

1:05.9

A single bust idea. It is a short podcast around your longer podcast, the wonderful,

1:16.9

The Big Take with David Gurr is one idea, but many other good podcasts. Oddlots on fire. Tracy Allaway. Today, Tracy's going out to the airport to get the golf stream back to New York, and the Uber drivers listen into Bloomberg surveillance.

1:21.2

I think that's the way we roll. But they were in Washington last night, and Odd Lots, Tracy

1:26.2

Alloway and Joe Wisenthal, selling out the theater there in the Southeast District.

1:33.4

And, you know, that's just wonderful to see that.

1:36.7

That's out.

1:37.8

Adlots, out on Bloomberg podcasts.

1:41.1

Today was overwhelming.

1:42.5

We could have made a 40-minute single best idea and, you know,

1:47.7

had good conversations left over. But we start with Jeffrey U of BNY. He is wonderful at the

1:54.9

correlations of the market. He's got that LSE synthesis that comes out of London School of Economics.

2:02.5

He's at BNY.

2:04.2

And, of course, talking to him about all that's going on.

2:08.6

I did an audible.

...

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