Single Best Idea with Tom Keene: Ted Mortonson and Francis Gannon
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 June 2026
⏱️ 5 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 Ted Mortonson and Francis Gannon.
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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| 0:13.1 | at CBO.com slash US underscore disclaimers. Some follow the noise. Bloomberg follows the money, |
| 0:20.6 | because behind every headline is a bottom line. |
| 0:24.4 | Whether it's the funds fueling AI or crypto's trillion dollar swings, there's a money side to every story. |
| 0:31.6 | And when you see the money side, you understand what others miss. Get the money side of the story. |
| 0:39.3 | Subscribe now at Bloomberg.com |
| 0:40.4 | Bloomberg Audio Studios |
| 0:47.1 | Podcasts Radio News |
| 0:50.0 | Single best idea in a most unusual time. |
| 1:01.1 | I've really tried to read in on the $80 billion equity transaction of Google. |
| 1:06.4 | Absolutely fascinating. |
| 1:07.9 | And some of the whispers there of another time in place are noted. We started |
| 1:12.5 | strong in that regard, Ted Mortensen, legendary it bared on technology. Ted Mortensen on this |
| 1:20.5 | moment. This is a war for talent. And if you really look at all these companies, this is all about |
| 1:26.7 | engineers. |
| 1:32.3 | I mean, at the end of the day, it's product innovation through brilliant engineers. |
| 1:40.8 | And I think they're just stopgapping, you know, with the intensity of free cash flow on the KAPX builds. |
| 1:43.8 | They're just finding another avenue to lock up employees. Ted Morton sent in the two-minute |
| 1:45.6 | summary for you as simple. Actually, it'll be the 14-second summary. It's just simple. He's a huge |
| 1:51.7 | optimist about this innovative moment across America. What a joy to have Francis Gannon with |
... |
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