We Deployed All Our Fiscal Muscle, Zentner Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 April 2018
⏱️ 32 minutes
🧾️ Download transcript
Summary
Alex Webb, Bloomberg Gadfly Columnist, hops in the studio to break Twitter's earnings. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says we've guaranteed hampered longer-term potential growth. Jack Ablin, Cresset Wealth Advisors CIO & Founding Partner, says potential GDP is much lower than it's been in the past. And Victor Anthony, Aegis Capital Corporation Analyst, says Twitter is returning back to growth.
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| 0:00.0 | Do you love Elon Musk? Do you hate Elon Musk? Do you have no idea what to think about Elon Musk? |
| 0:09.0 | Then we have just a show for you. He's become even more larger than life. |
| 0:14.4 | Buying Twitter doesn't get us closer to Mars. They are like really close to the edge of like |
| 0:18.8 | everything falling apart. Like oh Elon I, put a chip in my brain. |
| 0:23.0 | Each week on this podcast will break down, analyze, and debate the most important stories on Musk and his empire. |
| 0:30.0 | It's all one big universe. You just work for Elon Inc. From Bloomberg Business Week, this is Elon Inc. |
| 0:37.0 | listen wherever you get your podcasts. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:55.6 | Daily, we bring you insight from the best in economics, finance, investment, |
| 1:00.1 | and international relations. find Bloomberg surveillance on Apple |
| 1:04.3 | podcasts, SoundCloud Bloomberg.com and of course on the Bloomberg. We begin this morning with some earnings Twitter. First quarter revenue coming in at |
| 1:20.1 | 664.9 million dollars the estimate at 605.9 monthly users also up by about 3% in the |
| 1:28.8 | pre-market the story looks like this Twitter up by over 5.5%. |
| 1:33.8 | I want to cross over to London quickly and catch up with Alex We're Blumberg |
| 1:37.1 | Gathfly columnist to get a feel for what's inside the earnings report coming |
| 1:41.0 | from Twitter. |
| 1:42.0 | Alex what are you looking at it's I mean they're |
| 1:44.0 | very impressive numbers clearly they've beaten on almost every measure apart from |
| 1:48.0 | one which is more or less in line and that is active users the thing that the story |
| 1:52.2 | that tells me is that Twitter, unlike |
| 1:54.1 | Facebook which really banks with growing user numbers, they are managing to |
| 1:58.1 | monetize the users they have. It's a story that stamped out tried to tell when they |
| 2:02.2 | went public but they didn't seem to |
... |
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