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Bloomberg Surveillance

Single Best Idea with Tom Keene: Rebecca Patterson & Max Kettner

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 16 December 2024

⏱️ 7 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 & Max Kettner.

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

Landmark infrastructure legislation was passed in the last Congress. Now comes the work of getting it built.

0:04.9

The Global X U.S. infrastructure development ETF, ticker PAVE, invests in dozens of companies helping shape the future of American infrastructure.

0:12.1

Investing involves risk, including possible loss of principle. Investments in infrastructure-related companies have greater exposure to the potential adverse economic, regulatory, political, and other changes affecting such entities.

0:21.0

Before investing, carefully consider the fund's objectives, risks, charges, expenses, and more in the full or summary prospectus at globalxetfs.com.

0:27.2

Read carefully, distributed by SEI Investments Distribution Company.

0:29.9

The forces shaping markets and the economy are often hiding behind a blur of numbers.

0:34.9

So that's why we created the Big Take from Bloomberg Podcasts,

0:38.5

to give you the context you need to make sense of it all.

0:41.6

Every day in just 15 minutes, we dive into one global business story that matters.

0:46.2

You'll hear from Bloomberg journalists like Matt Levine.

0:49.2

A lot of this meme stock stuff is, I think, embarrassing to the SEC.

0:53.4

Follow the Big Take podcast on the IHeart Radio app, Apple Podcasts, or wherever you listen.

1:02.3

Bloomberg Audio Studios.

1:04.7

Podcasts, Radio News.

1:18.3

Single best I A single best idea. What are we doing here? We're trying to do a short podcast. Everybody's lined up like with the big take, David Gurus Wunderment. But the big take, you know,

1:23.3

20 minutes, 25 minutes, 30 minutes. We're trying to do a quick, three, four, five minute,

1:29.0

single best idea. Where we do two? It should have been double best idea or single best ideas.

1:34.9

Forget about it. It's single best idea. And it's just two vignettes from the wonderful set of guests

1:40.4

we have. We always have too many to choose from. Rebecca Patterson stopped by today to

1:45.8

start us off strong on a Fed week, a number of different teams. She walked in and said, look,

1:50.0

I look strong dollar. I looked resilient dollar. But Rebecca Patterson said, really, the surprise

1:55.8

out there could be not only resilient inflation or even elevated inflation, but more than that.

...

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