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Bloomberg Surveillance

Single Best Idea with Tom Keene: Sophia Drossos & Mark Lehmann

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 23 July 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 Sophia Drossos & Mark Lehmann.

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

The Bloomberg Sustainable Business Summit returns to Singapore on July 31st for solutions-driven discussions on unlocking growth in times of increased ESG scrutiny.

0:09.0

Join global business leaders to drive innovation and scale best practices in sustainable

0:13.5

business summit advisors Bangkok bank crazers

0:16.6

property redseat global rge echneider electric star energy geothermal

0:21.8

presenting sponsors standard, the Singapore Economic Development Board.

0:26.0

Learn more at Bloomberg Live.com

0:28.0

slash Sustainable Biz Singapore Bloomberg Audio Studios.

0:34.2

Podcasts, I did. Thank you for the comments.

0:47.0

And Ed Yardenny yesterday. Yesterday we spent our entire single best idea with Yardenny who is looking at the roaring 20s and has some huge

0:56.4

numbers but to I want to make this clear because people like oh mg Dow 50,000

1:01.6

dows 60,000 SPX 8,000, Dow 60,000, SPX 8,000.

1:05.0

And Ed brought this up, but it got buried in the conversation.

1:09.0

If you extrapolate the trend line to get you to those targets on a per year basis it's

1:16.8

not all that much of a lift. I want to make clear that in the Yardini

1:21.8

Roaring 20s,

1:23.6

he's looking at 7% per year return.

1:29.4

It may happen sooner, it may happen later,

1:31.2

but these are not outlandish numbers across the x axis.

1:35.9

I think we'll leave it at that.

1:37.4

The roaring 20s out there got a note from UBS today, we will effort UBS as they use the phrase roaring 20s. We used it with

1:45.8

Sophia Droses. She's with 0.72. This is Steve Cohen's shop and she has a

1:50.7

privilege of working with Dean Mackey,

...

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