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Bloomberg Surveillance

Single Best Idea with Tom Keene: Ian Lyngen

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 28 January 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 Ian Lyngen

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.

0:04.6

Workday AI delivers continuous chart-topping innovation to keep organizations of all sizes future ready.

0:10.4

So you can deliver hit after hit. Workday, finance and HR on one epic platform.

0:15.5

Donald Trump has already changed the way we think about the U.S. economy.

0:19.3

Now he's back in the White House and Bloomberg's

0:22.0

Trumponomics podcast is here to help. I'm Stephanie Flanders, head of government and economics at

0:27.7

Bloomberg. Whatever the big question of the week is, we'll have something interesting to tell you

0:32.3

about it in a lively conversation with the reporters and analysts closest to the action.

0:37.4

Listen to new episodes every Wednesday and follow Trumponomics on Apple Podcasts, Spotify, or wherever you listen.

0:47.3

Bloomberg Audio Studios. Podcasts Radio News.

0:56.7

Single Best idea.

0:58.6

And the single best idea now is to say thank you to Mandip Singh, who just was

1:03.1

outstanding yesterday with a supporting cast of Anuragrana out in Chicago.

1:09.3

And a major thanks to Stacey Roskin of Bernstein getting up very early in

1:13.8

L.A. on what we all witnessed yesterday. I have no idea where this is heading, but all I know is

1:21.0

what I do is just shut up and read and I shut up and listen to people like Mandeep Singh.

1:26.3

It was just a real triumph yesterday.

1:28.4

We had a huge response.

1:29.6

Thank you to all of you on the Single Best Idea podcast and to all of our good guests.

1:35.5

Today we try to get off of Nvidia, off of AI, and you do that with a definitive guest on fixed income.

1:43.2

Ian Lingen is legendary at BMO Capital Markets.

1:46.8

He writes an incredibly dense daily note that is read word for word on Wall Street. Ian Lingen on

...

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