Single Best Idea with Tom Keene: Rebecca Patterson & Anurag Rana
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 30 April 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 Rebecca Patterson and Anurag Rana.
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 | Bloomberg Audio Studios. |
| 0:04.2 | Podcasts, Radio News. Single Best idea deep into earning season. It was amazing just to give you a little |
| 0:17.3 | vignette into this. We start at 700. There's a lot of preparation you know I'm in at 652 Paul's in at 655 but our |
| 0:28.6 | teams in a lot earlier and we know what's happening in earnings, but when Eli Lilly comes out, |
| 0:35.0 | there's literally on the Bloomberg 40 headlines. |
| 0:38.8 | I'm not exaggerating. |
| 0:40.0 | So it's sorting out which headlines matter across each company. |
| 0:44.0 | The banks are pretty much cookie cutter. |
| 0:46.0 | But the other companies are very much each idiosyncratic, each unique, and different. |
| 0:53.8 | And I really can't say enough about the team effort to say, |
| 0:59.0 | okay, what matters, what's important? |
| 1:01.4 | You had the history today of 3M cutting their dividend. You had |
| 1:04.6 | Eli Lilly and the whole, you know, a zemphic kind of thing going on. But they're each |
| 1:09.4 | to every including the McDonald's with a little bit of a shortfall. |
| 1:12.8 | We'll continue to do that. |
| 1:14.6 | We're gonna have Anna-Rag-Rhan on a moment on Amazon, |
| 1:17.0 | which is very important, obviously, |
| 1:20.2 | to the Magnificent Seven. |
| 1:21.5 | But first, the distraction of Japan. One of the great things about people that become |
| 1:27.6 | executive like is they started somewhere with excellence. Rebecca Patterson, known from Bridgewater, |
| 1:34.3 | known from Bessamertrust, well, how did she get there? |
| 1:37.2 | She's a gator out of University of Florida, |
... |
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