Single Best Idea with Tom Keene: Paul Donovan & Meghan Graper
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 15 May 2024
⏱️ 8 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 Paul Donovan & Meghan Graper.
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 | Collaborate for a greener future at the Bloomberg Green Festival, a groundbreaking |
| 0:04.8 | celebration of the thinkers, doers, and innovators leading the way. From design and |
| 0:09.3 | culture to technology, science and entertainment, hear from inspirational speakers and immerse yourself |
| 0:15.3 | in climate solutions, July 10th through 13th in Seattle. |
| 0:19.3 | Title sponsor Amazon, official airline, Alaska Airlines. |
| 0:23.5 | Get 20% off using promo code Radio 20 at Bloomberg Live.com |
| 0:27.7 | slash Green Festival. |
| 0:29.0 | Bloomberg Audio Studios. |
| 0:34.2 | Podcasts, Radio News. |
| 0:37.0 | Single best idea. Single Best Idea |
| 0:44.1 | Idea, What a show today with all the Economic Data, |
| 0:47.0 | CPI, retail sales, and that, and our guests rally. |
| 0:50.1 | Great to have Dana Telsi with with us to Telsi Advisor, |
| 0:53.4 | way too short a visit with her, but important on retail sales |
| 0:56.9 | that were a little soggy, particularly the control group. |
| 0:59.5 | She made very clear that there's a partition in America, |
| 1:02.2 | luxury is really doing quite well. |
| 1:04.4 | She's optimistic about a redo in China of demand, but away from that there was some soggyness |
| 1:10.0 | to retail sales. |
| 1:11.9 | What a joy to have Gene Martin Adams with her courage to be in the market, |
| 1:15.4 | Bloomberg Intelligence. And just before her Ed Yardenny, truly iconic Ed Yardenny, reaffirming SPX 5400. iconic equity markets as well. There was a little bit of Fed analysis. Paul |
| 1:35.3 | Donovan outstanding. If you're on LinkedIn, we send this out, single best idea |
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