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Bloomberg Surveillance

Single Best Idea with Tom Keene: Nick Colas & Dennis Gartman

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 30 October 2024

⏱️ 8 minutes

🧾️ Download transcript

Summary

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Nick Colas & Dennis Gartman.

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

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. your business in ways others can't.

0:12.6

See more at FM.com.

0:15.0

What would you like to hear about on Bloomberg radio?

0:18.7

Help make shows like ours even better

0:21.0

by taking our Bloomberg audience survey.

0:23.5

Visit YouTube.com slash Bloomberg Podcasts

0:26.8

and click the link in our profile or community section

0:30.7

to take the survey.

0:31.9

It is hosted by our partners material.

0:34.8

Fill it out now at YouTube.com slash Bloomberg Podcasts.

0:40.0

Bloomberg Audio Studios.

0:45.0

Podcasts, Radio News. single best idea and we were ripping up the script all morning here

0:58.6

and the news flow just extraordinary here into Meta and Microsoft

1:02.0

this afternoon.

1:03.5

Google, last time I looked was up $8,9, $10 as well.

1:06.7

It was a lift 3.8 standard deviation move up on Google.

1:11.5

But the new slow is there. Nick Colis was in today with Data Trek research,

1:15.0

exquisite research, thinking about the broader picture, but bringing it down

1:20.0

to Nick Colis's granularity.

1:22.8

Here he is on the overweight of the moment,

...

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