Single Best Idea with Tom Keene: Steven Englander & Julian Emanuel
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 9 August 2024
⏱️ 9 minutes
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Summary
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Steven Englander & Julian Emanuel.
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 | Want to know where stress is showing up in the $20 trillion commercial real estate market? |
| 0:08.0 | Or how the clean energy transition is actually being financed? |
| 0:11.6 | Or while child care is so expensive and why so much of the global economy is going into |
| 0:16.2 | reverse, then you're in the right place. |
| 0:18.7 | I'm Tracy Allaway. |
| 0:19.8 | And I'm Jill Weisenthall. |
| 0:21.0 | Together we host the All-Thauts Podcast. Twice a week we bring on the perfect |
| 0:25.0 | guest to break down all these odd, interesting, complicated finance topics and more. |
| 0:30.1 | You can look us up wherever you get your podcasts. The Oddlods Podcast from Bloomberg. Bloomberg Audio Studios. Podcasts, Radio News. |
| 0:45.0 | Single Best Idea, and a Friday, and we got through the week. |
| 0:56.0 | Maybe even got through the month of July. |
| 0:58.0 | Remember that long ago and far away? |
| 1:01.0 | On economics finance investment indeed on international relations, maybe this weekend we survive |
| 1:08.6 | into the end of August and dash into the autumn. We did it today with good conversations. |
| 1:15.0 | Ben Ammons was just wonderful about what to look for at Jackson Hall, all of a sudden |
| 1:19.7 | an important speech by Chairman Powell to reset his vision, his belief. I think that'll be a |
| 1:26.0 | huge topic for us next week. Stephen Englander, I asked for four or five days ago in his busy schedule |
| 1:32.0 | at Standard Charter, the giant of cross-rate analysis. |
| 1:37.5 | Stephen Engelander joined us. |
| 1:39.5 | We talked about the discreetness of the Japan events versus the Western events of the things that the big markets trade we saw in the West was basically a recession trade that the |
| 1:58.3 | you know anybody looking at the unemployment trade chart on Friday said well this looks like every other downturn in the US and, you know, |
| 2:05.9 | the unemployment rate's going to go up another two percentage points. |
... |
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