Bloomberg Audio Studios, podcasts, radio news, single bust Idea today and thank you to Apple for rolling this out. We're really thrilled with the initial effort of It's a six or seven minute look at two of our guests today. Today,
we could have done like ten different guests. The way we work this is we're reading all the We're aggregating all the different newspapers out there in the geopolitics and that the Ft, for example, had an article out I think today or Sunday of like fifteen people with books, the book, they recommend, the book, they their favorite book, et cetera. Just you know, there's just the zeitgeist that's out there and it came in here and the team's
working all weekend putting together this great guest list. I'm like, I don't know what we're going to talk about. And the answer is this Monday was fascinating. I don't know what else to say. By you know, we started out at seven a m. And I'm like, yeah, okay, and I'm miserable and they're giving me extra tang zero to get me through the hour. And by seven point thirty we were just rocking with a great set of guests. We were very lucky to have Bob Michael with us.
He's at JP Morgan. He tells mister Diamond what to do with Bill's notes and bonds. We like having him because when he was at Penn he was expert in Greek and Latin. And we're talking to Bob Michael and out of nowhere there's this audible because he and I agree on this. That's why we're playing it for you, which is the FED speak today is absolutely out of control. Here's Bob Michael of JP Morgan on the Fed speak.
You know, Tom, the one dead language that I miss is FED speak. Remember in the days, back in the eighties, when the Fed wasn't always telling you every day what you were thinking.
I yearned for it.
You used to get the Fed minutes, you used to get the listen to the Humphrey Hawkins testimony. You heard what Greenspan said, then you got out your secret FED decoder ring and interpret and what he meant. And there was a value to that.
The mystery of this and this goes back to Lawrence Meyer's wonderful book, A Term at the Fed. Really it's a short read, but Larry Meyer of Washington University wrote a brilliant book on the green Spanny in silence. I kid you not. Mike McKee would see which sandwich Allan Greenspan would take to the FED the day of the FED meeting. He was ham and cheese. That meant he was dubvish, and if it was peanut, butter and jelly, he was bullsh or whatever. But the answer is, I'm
like Bob Michael, I just there's way too much FED speak. Now. Let us know what you think about that email, YouTube, live chat and all that. There's any number of other people we could have for single best idea today. I'm gonna go excuse me, I've mean gasping all weekend. It's watching Nick Sixers basketball, I guess shouting and all that. Another voice here and the heritage here is important. She's just so Fi and you're like, Okay, big deal, who's
so Fi? Liz Young has the privilege of working with Anthony Nodo and some of you will know that name from Global Wall Street, but a lot of people are like, Sofi, what Anthony Noo what? This is one of the heritage technology analyst firms out there. Liz Young is their chief investment strategists, and the basic idea is you can talk to her, what's the market going to do down d But it's really about big tech in the path forward here into this mystery this earning season.
I think what's going to happen this earning season we've already seen it a little bit, especially with the financials, is that it's not just about the results. It's always about the guidance. But I think right now, even more so, especially where equity valuations are, companies have to come in with guidance, and expectors are expecting the guidance to be
stronger even than before. So companies have to come in with strong guidance and optimistic outlook in order to really be rewarded at these levels.
Liz Young, it's so fine. I really want to mention Patrick Armstrong at Plurimi in London. He just flat out says, everybody, calm down, go with the big names that have got us here. I'm not saying I agree with that, but he was heated Allah Soufi and Anthony Noto that you just go with people generating free cash flow and free cash flow growth. All in all, just interesting, interesting Monday, Just no other way to put it. We're on Apple carp I got a nasty note over the weekend. Hate
Now I get the hate mail. Lisa Mattel gets the love notes. I got a hate mail like mention. Android play and I looked it up and it's there and it's big. Android Play. Go to Google Play, you can get out. It's free the Bloomberg Business app. You download it and you get all of our radio work and all the podcasts and that on Apple car play, on Google Play, and also of course on YouTube. I really want to emphasize you go to YouTube, you search Bloomberg podcast.
That's going to be the hub for everything we knew do in the new digital world, and we're building it out. Please have some patience here. I know some of you want like eight podcasts a day off the show. I don't know if we're going to get there, but we're working on building it out, and thank you so much for your initial support. Please tell people about single best idea we're thrilled out on Apple Podcasts is probably the lead place to find that. It's a start to an interesting,
a strong week. It's single best idea