Single Best Idea with Tom Keene: Mike Wilson & Ayesha Kiani
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 March 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 Mike Wilson and Ayesha Kiani
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
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Transcript
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| 0:00.0 | Looking for the latest perspectives to help simplify changing market conditions? |
| 0:04.6 | Go to Nationwide, one of America's largest financial services companies. |
| 0:08.9 | Nationwide Investment Services Corporation, |
| 0:11.5 | and remember Columbus, Ohio. |
| 0:14.0 | Bloomberg Audio Studios. |
| 0:18.0 | Podcasts, Radio News. as they say it's a work in progress. Actually, every show we do is at work in progress. |
| 0:35.0 | Pro tip on how we put this together, |
| 0:38.0 | which is a great, great team of their bookers, |
| 0:42.0 | but they're also people that really try to keep in touch |
| 0:44.7 | with the people that we talk to how they fit in and what they've been doing over |
| 0:50.1 | the last three months six months one year and our two guests today on single best |
| 0:54.8 | idea are the kind of thing where you look back and say how they do. |
| 0:58.3 | We're going to talk about Bitcoin in a minute with Professor Kejani from NYU, Aisha Keani running a hedge fund as well. |
| 1:05.0 | But first, someone we can look back on, which is Michael Wilson. |
| 1:08.4 | Michael Wilson is with Equity Strategy, Morgan Stanley, and of course was really noted over the last 18 months, is someone |
| 1:16.0 | very cautious about the lift in the markets. |
| 1:20.0 | As he outlined today in our extended conversation, he said, you know, well, we got sort of the first lift, which I attribute to Ed Yardenny and Ralph |
| 1:29.0 | Campora and Mike Wilson participated in the two Octoberober's ago lift but maybe he didn't really |
| 1:35.9 | see coming the shock of the bull market coming out of October of 2023 that lift in the markets which you continue to see, Oracle today, |
| 1:45.6 | up big big big big and you know the rest of the exuberance it's out there, has led to |
| 1:50.3 | new leverage where you know we make a joke about triple leveraged all cash fun well |
| 1:54.7 | it's a triple leveraged this fun the four pole leverage I haven't seen Bob have you |
... |
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