Single Best Idea with Tom Keene: Jeff Currie & Julian Emanuel
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 14 May 2024
⏱️ 8 minutes
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Summary
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Jeff Currie & Julian Emanuel.
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 | Collaborate for a greener future at the Bloomberg Green Festival, a groundbreaking |
| 0:04.8 | celebration of the thinkers, doers, and innovators leading the way. From design and |
| 0:09.3 | culture to technology, science and entertainment, hear from inspirational speakers and immerse yourself |
| 0:15.3 | in climate solutions, July 10th through 13th in Seattle. |
| 0:19.3 | Title sponsor Amazon, official airline, Alaska Airlines. |
| 0:23.5 | Get 20% off using promo code Radio 20 at Bloomberg Live.com |
| 0:27.7 | slash Green Festival. |
| 0:29.0 | Bloomberg Audio Studios. |
| 0:34.2 | Podcasts, Radio News. |
| 0:37.0 | Single best idea. Single Best Idea |
| 0:45.0 | Idea, what a couple days to spend. |
| 0:46.6 | We go to CPI tomorrow on the retail sales combo at 830. |
| 0:49.8 | We'll have all our covers there. |
| 0:50.8 | Michael McKee, leading our coverage for all of Bloomberg media, but just |
| 0:56.0 | already an eventful week. I mean a market that's not doing anything, you look at the screen and |
| 1:01.8 | the Vix is like 13 whatever and |
| 1:03.8 | you can first glance at the Bloomberg launch pad and you're like yeah okay |
| 1:08.6 | just I can take off the month and then you look at some of the nuances out there. I'll give you two nuances right now. |
| 1:16.0 | One is this dash to utilities because AI is going to need all sorts of new electricity. |
| 1:22.0 | And the fact is utilities have done a moonshot. to need all sorts of new electricity. |
| 1:22.6 | And the fact as utilities have done a moonshot, |
| 1:25.5 | we'll get to copper in a moment. |
... |
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