Single Best Idea with Tom Keene: Mike Wilson & Brian Belski
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 22 October 2024
⏱️ 8 minutes
🧾️ Download transcript
Summary
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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 & Brian Belski.
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 | After nearly 200 years of mitigating risk, at FM we can see what others don't. |
| 0:05.6 | As leaders in commercial property insurance, our risk engineering approach can protect your business in ways others can't. |
| 0:12.4 | See more at FM.com. |
| 0:15.0 | There's a rhythm in the markets, in the resonant echoes of the opening bell, |
| 0:19.7 | in the preludes leading to global elections, |
| 0:22.3 | in the rising course conducted by AI. |
| 0:25.0 | And if you want to learn to listen for it, we'll show you how. |
| 0:29.0 | Learn more at Bloomberg.com. |
| 0:30.0 | Bloomberg Audio Studios. |
| 0:34.4 | Podcasts, Radio News. |
| 0:37.0 | Single best idea and my single best idea was just thank you to all that I saw |
| 0:48.7 | and travels to Rome who take part in the podcast, take part in YouTube and really all the new |
| 0:56.2 | distribution. I completely underestimate the power of this new digital |
| 1:01.8 | distribution and I'll tell you it was something to hear about it in Rome |
| 1:06.4 | and travels there about. One of the great things is to come back to a good opinions on the equity markets, |
| 1:14.1 | Gino Martin Adams with Paul Sweeney yesterday, and today we'll get to Brian Belzky here in a moment. |
| 1:19.0 | But Mike Wilson with us, one of the great features of Wilson, Geno Martin Adams is you got to be in the market. |
| 1:25.4 | It's nothing go to cash do this do this to this but here is an interesting idea. |
| 1:31.4 | Mike Wilson I'm trying to guess out seven years or ten years to a set of outcomes, a fan distribution. |
| 1:39.8 | I think it depends on how you utilize them. I mean, we do a bull bear base case we've done that for you know the |
| 1:46.2 | duration of as long as we've had this job and I think every investor does |
| 1:50.1 | that it's called a risk reward it's what what's my upside, what's my downside. |
... |
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