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Bloomberg Surveillance

Single Best Idea with Tom Keene: John Stoltzfus & Dan Tannebaum

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 23 September 2024

⏱️ 8 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 John Stoltzfus & Dan Tannebaum.

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

What do you see on the horizon, uncertainty or opportunity?

0:05.0

Whatever you see at Peejum, we can help you rise to the challenges of today

0:10.0

when active investing and disciplined risk management are needed most

0:14.4

drawing on deep expertise across the world's public and private markets

0:18.6

in pursuit of long-term returns.

0:21.2

Our investments shape tomorrow today. Pursue your tomorrow with P. Jim, a

0:26.7

leading global asset manager. Listen carefully. Can you hear the rhythm in the markets?

0:38.0

Not just in the syncopations, triggered by inflation,

0:42.0

but in the preludes leading to global elections, in the

0:45.9

dissonance that moves the Nik and the rise in course conducted by AI. There's music in markets and if you want to learn to listen for it

0:56.2

we'll show you how. Learn more at Bloomberg. Studios.

1:04.4

Podcasts, Radio News. Single Best idea, it's going to be a short edition because I have to

1:16.9

commute across Midtown. Given the UN meetings, that's a challenge to say

1:22.2

at least, New York City, the island of Manhattan is just

1:26.0

packed with dignitaries and escorts and blocks shut down in the rest.

1:31.6

Tomorrow, David Gura and myself at the Earthshot Innovation Awards

1:36.5

at the Park Plaza Hotel with good conversations

1:40.0

with a solid tilt towards geopolitics and international relations.

1:45.9

On the market now, John Stolfis, an important voice,

1:49.3

he's at Apco, with decades of experience.

1:52.2

It's not so much that he's a bull it's not so much

1:55.3

that he said be in the market it's at Stolfis is rationalized it through the might of

...

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