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Bloomberg Surveillance

Single Best Idea with Tom Keene: Wei Li & Ian Bremmer

Bloomberg Surveillance

Bloomberg

Investing, Business News, News, Business

3.81.2K Ratings

🗓️ 17 January 2025

⏱️ 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 Wei Li and Ian Bremmer

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

Rockstars of business. It's time to make your organization's performance legendary.

0:04.6

Workday AI delivers continuous chart-topping innovation to keep organizations of all sizes future ready, so you can deliver hit after hit.

0:12.1

Workday, finance and HR on one epic platform.

0:18.0

Want to understand exactly how interest rate rises will impact your mortgage?

0:22.2

Or how New York City gets fresh produce?

0:24.7

Or exactly what on earth was going on over at FTX before the whole thing collapsed?

0:29.6

Twice a week, we sit down with the perfect guest to answer these sort of questions

0:33.1

and understand what's going on with the biggest stories in finance, economics, business, and markets.

0:39.0

I'm Tracy Alloway.

0:40.0

And I'm Joe Wisenthall.

0:41.6

And we are the hosts of Bloomberg's All Thoughts podcast.

0:44.5

Look us up wherever you get your podcasts.

0:46.4

The All Thoughts podcast from Bloomberg. Bloomberg Audio Studios Podcasts Radio News

1:00.2

Single Best Idea

1:06.0

And we say thank you for an eventful January so far.

1:10.5

Huge, huge response on YouTube. Thank you so much for

1:13.2

that. Let's make this short and sweet. Way Lee from Black Rock was just outstanding today talking

1:18.3

about the mathematics of the yield curve, talking about cash, but far more Wei Lee talking about

1:23.9

growth in America. We expect US growth to be in the mid kind of 1.5% real growth for 2025, which is

1:35.0

slightly lower than consensus, but resilient, certainly, certainly strong with potential to the

1:40.4

upside depending on the fiscal side of things.

1:43.8

Now, having said that, yes, we have

...

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