Single Best Idea with Tom Keene: Dan Ives & Drew Matus - podcast episode cover

Single Best Idea with Tom Keene: Dan Ives & Drew Matus

Feb 26, 20264 min
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Episode description

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Drew Matus of MetLife. 

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Transcript

Speaker 1

Bloomberg Audio studios, podcasts, radio news.

Speaker 2

A single best idea. Caroline I called me up and said, what are you doing? Bloomberg technology? That's what it felt like, Caroline Heid and Ed Ludlow always wonderful every day grinding out Bloomberg technology. And we didn't do it one hundred percent. We had a a real bent Todaten, Nvidia and all this up. We're about AI major shot out. Jonathan Torone in Vienna, Austria is expert at Bloomberg a nuclear war,

the processing of it, the worry about it. And he was riveting today on the show about Iran and about the deployment of all of our military assets across the Middle East. We thank Jonathan Troon for really making some effort to be on the show today. Dan I's always on the show. He's in scott Sail, Arizona. Today. Life is tough. Dan ives here on in videos. Results.

Speaker 3

These are Michael Jordan like numbers. I mean, if you look on the data center side, I mean you're talking about five to seven hundred BIPs above street whisper numbers into next quarter seventy percent growth, it's seventy seven percent. I mean you talk about law of large numbers. It doesn't apply with Nvidio, and I think as it plays out, this is showing the five hundred billion they talked about

with Blackwell and Rubin. It's conservative, and I think his numbers look out thirty percent growth next year probably goes close to forty percent. And that's why I think there's a stock that should be up significantly as we look in the coming weeks and months.

Speaker 2

Dan Ives of Wedbush Securities. Drew Manis was in today with MetLife. He is wonderful, of course, formerly with Maury Harris at UBS doing legit macroeconomics and market economics, now looking at the entire mix of a folio four Metropolitan Life. He sent me in a note before we went to air that was heated on artificial intelligence and the uproar. Now the fear and the panic for MetLife. Drew Madis, this.

Speaker 1

Is not the AI jobs apocalypse. You know, we are thinking about this the wrong way. When I came into work today, I've got fifty things I want to do, and if AI can help me do thirty of them right, my constraint is still how many people I have working for me and with me? Who can kind of engage with me and discuss things with me, and how much

technology I have available. Right, and that's anyone anywhere. If I somehow use AI to discover fifty new things about the universe or my job, right, I'm going to get one hundred new questions from that knowledge.

Speaker 2

Drew Madis met Life. I should note that we've launched this week on Bloomberg, very terminal centric. This is for the Bloomberg terminal. Ask b askb askb go, which is artificial intelligence summarize again all of the Bloomberg terminal world into one quick look on the Bloomberg. It's getting initial response. It's plus plus plus. Our podcasts are out of Apple Let's Spotify on YouTube podcasts. It's single best idea.

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