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Bloomberg Surveillance

Single Best Idea with Tom Keene: Mohamed El-Erian

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 6 August 2024

⏱️ 9 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 a conversation with Mohamed El-Erian.

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

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0:30.0

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0:34.3

Podcasts, Radio News.

0:37.0

The single best idea is maybe I should take off when the Vicks explodes from 18 out to

0:48.8

23 I guess it was out to 60.

0:55.0

Quite a Monday to say the least, and I thought that a lot of the coverage was spot on and wonderful.

1:00.0

A major shout out to Bloomberg in Tokyo who I thought off Bloomberg Intelligence, Bloomberg

1:05.6

markets in Bloomberg News had some really informed coverage.

1:10.1

Where I take issue is the waiting of the worry, waiting I mean not W A I T, but W E I G H H T, the waiting of the different

1:20.0

worries and it was a joy to have Mohammed Alarian with us today. This was scheduled and just wonderful to have

1:27.2

him on as we pick up the pieces of maybe a flash crash, maybe it's more than that, it's not for me to say. But to me, there has to be a study of the worst

1:38.4

financial experiment in my lifetime, which is Japan.

1:43.9

This has been a theme of Bloomberg surveillance

1:46.8

for years, going back to Martin Feldstein

1:50.0

of Harvard University.

1:51.3

I should mention Robbie Feldman of Morgan Stanley, providing wonderful perspective here.

...

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