Single Best Idea with Tom Keene: Dan Ives & Terry Haines - podcast episode cover

Single Best Idea with Tom Keene: Dan Ives & Terry Haines

Jul 04, 20245 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 conversations with Dan Ives & Terry Haines.

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

Single best idea into an incredible news cycle, and economics, finance, investment, international relations, and just flat out politics. I don't think it's political economics right now, it's economic politics. We had some great conversations. One of the themes heer folks for Americans, you know like me, where I'm really not focused on

what Europe's doing is will you keep doing austerity? And the guests that we're talking to free a Breemish at Ts Lombard and others are making clear the politics is so immense, the revolution if you will in Europe. I use that casually in Europe, that you may get a move away from austerity Germanic Central European austerity in euro I'm not sure I believe in that, but that's a huge underlying theme here right now. On our underlying theme is a rich flow of conversations to the point on

this Wednesday, we're doing two single best ideas. Here's a single best idea from Bloomberg Surveillance today. Dan Ives has been ubiquitous. He is a tech bull. Everybody makes fun of him, except he's been right. An update dan Ives on Apple.

Speaker 3

They were late but they don't have to be first, right, they have to be the best. And when you have an install based like that, and that's what Cooke and Cooper Tin are new. They need to bring open AI in build their ms into iPhone sixteen. And I can tell you from all of our Asia trips, those iPhone numbers in Asia continue to uptick. Street's still not where I breath. They're altering going to be. You put that together, we are essentially going into an AI Dragon.

Speaker 2

Super Sich and the two twenty eyes. Well, now he looks beyond pression. I think he was at two fifty and has listed his two seventy five on Apple and you know, eat jawbones. I'm not sure what he means when he says three hundred or higher. I'll leave that up to him to say. But all I can say is it's great in London on short notice, I made a joke he was at Claragees. I think he was above the tea room. Terry Haynes advising shocked United Kingdom

types on the politics of America this morning. Yeoman's duty to be with us. Terry Haynes, Pangaea.

Speaker 1

They'll do their best to rally behind the president. The President will do his best to get the party to rally behind him. Right now, what you've got is think about it as concentric circles. The people that are of the people in the Democratic Party that are objecting to the president continuing are at the far outside of those concentrics circles. And you know, not decision makers, not influencers, not anything else. Uh, you know, what they're going to have to do is embark on a risky strategy, but

it is. It is a strategy. And if you've already seen some of it where they have to put the president out there and more or less candid avails and and show him being you know, having having everything going for him. They need to show him being passionate, being angry, being whatever. You saw a bit of that with the Supreme Court decision the other day. They'll have to continue that and they'll try to manage it as much as possible. But that's the that's their hope to keep the ship afloat,

because otherwise he has another bad moment. I think I think all bets are off.

Speaker 2

Stay with Bloomberg on these historic events of parents. Let me go chronologically of the United Kingdom, the colonies will celebrate July fourth, and in the United Kingdom they will celebrate democracy. They will have a vote. And I don't think I had toitorialize. It is presumed to be shattering. There's no other way to put a certainly game changing for the post Brexit experiment. Three days later, Sunday in Paris, with the leadership of Alan Katz in our Paris News Bureau,

a stunning French election. I don't even understand what's happened in the last twelve hours other than maybe the La penn conservative group won't get a full majority. I could be wrong on that. Don't quote me on that. And then we come over to all that's going on as a president of the United States in his team to be blunt just to get to the Sunday talk shows. Look for many of those talk shows out on Bloomberg Radio. Thank you, Margaret Brennan. Maybe we'll see here on Friday

and again Friday's Jobs Day. Here we're on YouTube, We're on Apple CarPlay, we're in Android Auto, on Apple podcasts. Single best idea

Speaker 3

I d known that people wing to the

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