Single Best Idea with Tom Keene: Thierry Wizman & Michael Darda
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 April 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 Thierry Wizman and Michael Darda.
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 | Bloomberg Audio Studios. |
| 0:04.2 | Podcasts, Radio News. The single best idea which is to do a one hour podcast. We're not going to do that. We're going to keep it six minutes. |
| 0:20.0 | We like doing a short podcast. I think it really fits in with what everybody else is doing out in a global podcast world and and all that. |
| 0:28.5 | But what a day we had endless conversations that were very rich about the mystery of what we're living in now |
| 0:35.6 | linking economics to finance, linking finance to investment with an overview of |
| 0:41.6 | international relations. |
| 0:43.0 | Joe Matthew was on from Balance of Power |
| 0:45.0 | with a real understanding of the mystery of the next 30 days for the White House. |
| 0:51.0 | So many moving parts there is a president gears up a campaign and the |
| 0:56.0 | candidate for the other side gears up endless days in a courtroom in New York. We'll move on from |
| 1:02.3 | that to good conversations. |
| 1:04.0 | One of them today was Terry Weisman. |
| 1:06.0 | As I mentioned in the interview, |
| 1:08.0 | the heritage here is back to Bear Stearns. |
| 1:11.0 | And back to the development there, Larry Cudlow was the chief |
| 1:16.2 | economist there and then in came David Malpass and John Riding and Terry |
| 1:22.0 | Weisman and it was just really just an outstanding |
| 1:25.8 | always thought-provoking discussion out of Bear Stearns. This is ancient history. |
| 1:30.3 | He's now Macquarie, the Australian shop, and Terry Reisman was just on fire, and it was a |
| 1:36.2 | why of the hope, the prayer, or the consequences of a weaker dollar. |
| 1:43.6 | The bare case for the dollar, if there's a structural one, |
| 1:46.4 | is that the dollar will no longer be at some point, |
... |
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