meta_pixel
Tapesearch Logo
Log in
Bloomberg Surveillance

Single Best Idea with Tom Keene: Sebastien Page & Gene Munster

Bloomberg Surveillance

Bloomberg

Investing, Business News, News, Business

3.81.2K Ratings

🗓️ 23 May 2024

⏱️ 6 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 Sebastien Page & Gene Munster.

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

Bloomberg Audio Studios.

0:04.2

Podcasts, Radio News.

0:07.0

Single Best Invidious. Single Best Invidia. That's the name of the podcast today. Single Best Idea and of course

0:17.4

we're going to do Invidia and some great, great comments, respectful comments out on

0:22.1

YouTube to live chat which is really valuable.

0:25.0

I can't say enough about the live chat.

0:27.0

A big surprise to me, I was like, yeah, yeah, yeah, but there it is.

0:31.0

We're on YouTube, search Bloomberg Podcasts, and there's this really active, intelligent live chat.

0:39.0

And you know, somebody said, okay, enough in video. And I really, I respect the idea, except I got a lot of pros saying

0:48.1

this just permeates through everything we do, everything we think of future within investment, bonds, equities, and all.

0:57.0

So we're going to do one topic today in video in honor of the impact they've had. I looked very carefully yesterday at the

1:05.4

Invidia Financials or CFO discussion and the chief financial officer and the

1:11.6

temperament the 10 to 1 stocks but dividend increase and all.

1:15.3

And I got to admit they're not running like a bunch of arrogant over-educated types that we think

1:22.4

we know in the stereotype of technology.

1:24.6

It just seems to be like a very serious effort to wrestle with,

1:30.6

there's a, like that word Eric, there's a sophisticated word, to wrestle with the future of technology.

1:39.5

Someone very attuned to this is from a technology powerhouse.

1:43.2

Tiro Price of Baltimore invented by side technology analysis.

1:48.8

Carrying that forward in global asset allocation is Sebastian Page.

1:52.7

Here's Sebastian Page on Invidia.

1:55.6

I don't think this is any way comfortable

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.