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Bloomberg Surveillance

Single Best Idea with Tom Keene: Geoffrey Yu & Sarah Wolfe

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 23 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 Geoffrey Yu & Sarah Wolfe.

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

Rockstars of business. It's time to make your organization's performance legendary. Workday AI delivers continuous chart-topping innovation to keep organizations of all sizes future ready so you can deliver hit after hit. Workday, finance and HR on one epic platform.

0:15.6

Are you looking for a new podcast about stuff related to money. Well, today's your lucky day.

0:22.2

I'm Matt Levine.

0:23.2

And I'm Katie Greifeld.

0:24.7

And we are the hosts of Money Stuff, The Podcast.

0:28.0

Every Friday, we dive into the top stories about Wall Street, finance, and other stuff.

0:32.9

We have fun. We get weird. And we want you to join us.

0:36.4

You can listen to Money Stuff, the podcast on Apple Podcasts Radio News.

1:01.3

Single best idea, short, sweet.

1:02.8

What a great list today.

1:03.7

Jeffrey U. extended conversation.

1:05.2

Greg Peters from Pigeum extended conversation.

1:08.6

Adam Posen, we got him in there around.

1:13.4

Ted Pick of Morgan Stanley with John and Lisa out at Davos. Just a really terrific set of conversations. Jeffrey U was just

1:20.8

brilliant on the asymmetry of a pair. Now, in the equity market, it can be, where's the bid,

1:27.4

where's the asked? It's a pro.

1:29.3

You never forget the bid and the asked, and they can move separately. It's like time stands still.

1:36.5

The phrases, the bid walks away, the stock starts going down and your stomach turns over.

1:41.5

And the currency market, it's a pair.

1:44.8

So say, Euro dollar.

1:47.5

Does the dollar go up in a strong dollar, or is it a weak euro?

1:53.1

Is it a weak euro?

...

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