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Bloomberg Surveillance

Single Best Idea with Tom Keene: Neil Dutta & Steve Ricchiuto

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 14 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 conversations with Neil Dutta and Steve Ricchiuto

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

Each week hosts Lizanne Saunders, Schwab's Chief Investment Strategist, and Kathy Jones, Schwab's

0:06.0

chief fixed income strategist, bring you fresh insights on what's happening in the market now.

0:11.6

Join Kathy and Lizanne as they explore questions like,

0:15.0

what indicators should you watch for signs of change

0:18.0

and what sectors of the stock market are outperforming?

0:21.0

Listen today at Schwab.com slash on investing or wherever you get

0:26.3

your podcast. What could you do if your data was working for you and not against you.

0:33.0

With Bloomberg delivering enterprise data directly to your systems, you get

0:38.0

easy access to the details you want, optimized for higher level analysis, and financial data experts committed to helping

0:45.9

you maximize your every move.

0:48.6

Our data is made for more, so you can show the world what you're made of.

0:53.7

Visit Bloomberg.com slash enterprise data to learn more.

1:00.0

Bloomberg Audio Studios.

1:02.1

Podcasts, Radio News.

1:05.0

Single best idea, not on Apple Podcasts, and trust me, not six minutes, not five minutes.

1:16.0

This could be a 30 minute single best idea. I'm not going to inflict that on you in August,

1:21.6

but a set of incredible conversations today.

1:25.0

Front and center was our conversation on this merger of Kellogg's snack food division Division into the private company Mars.

1:35.0

They make Mars bars and Snickers I guess and things like that.

1:40.0

But we covered that very carefully and I think maybe that's a precursor of things to come.

1:45.4

I'm really fascinated by to the end of the year what we see in terms of M&A really at all capitalization levels. First on inflation, interesting report, double barrel it,

1:58.4

PPI before CPI, thinking of Bob Sinch up in Connecticut for the observation that what was key here is

...

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