Single Best Idea with Tom Keene: Michael Darda & Peter Tchir
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 15 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 Michael Darda & Peter Tchir.
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 | 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, Spotify, or wherever you get your podcasts. Radio News. |
| 1:00.3 | A single best idea. |
| 1:05.5 | And after the marathon yesterday, thanks to our team for putting together a special edition yesterday, five hours of Bloomberg surveillance. |
| 1:09.1 | I'm like, you know, are we really going to cover a |
| 1:11.7 | hearing for two hours? But it was fascinating. Special thanks to Terry Haynes, |
| 1:17.1 | and Panjia for joining us as well and other worthies to give perspective as we go to our |
| 1:22.7 | special coverage of the inauguration. Look for that Monday, Martin Luther King Day. At 12 noon, we begin |
| 1:29.2 | substantial coverage into the afternoon. I know David Currah will attend there as well. |
| 1:36.1 | And today, just within the blur of bank earnings, Allison Williams was outstanding with Bloomberg |
| 1:42.5 | intelligence providing context to the mass and the scale of these big banks. |
| 1:48.9 | You've heard me say it before. I literally think they're hiding how successful they are. |
| 1:55.2 | That's a controversial statement, but I'll make it as well. No controversy today that the equity markets are the worry, of course, |
| 2:02.3 | turning around with the CPI disinflation report at 830. Before that, we talked to Michael Darta |
| 2:08.4 | of Roth. Michael Darta talking about the end of the Mag 7 boom. I would say from a sector-based |
| 2:16.2 | perspective, the areas that have really dominated the performance of the S&P 500, I would say from a sector-based perspective, the areas that have really dominated the performance |
... |
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