Single Best Idea with Tom Keene: Ian Bremmer & Dana Telsey - podcast episode cover

Single Best Idea with Tom Keene: Ian Bremmer & Dana Telsey

Nov 27, 20243 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 Ian Bremmer & Dana Telsey.

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, and we say happy holidays to you.

Speaker 3

We'll make this quick today that we're short staffed.

Speaker 2

I mean, everybody's just waiting to get out and get on across this nation, and we say thank you for a really spectacular year. What Ian Bremer, what this is about is sometimes we just rip up the script and we do that. Where we went from economic data to an ample conversation with doctor Bremer of eras your group on too many themes.

Speaker 3

Here is Ian Bremer on tariffs among allies, tariffs among adversaries.

Speaker 4

There are two, as you note from Trump's first efforts at making policy as president elect. You've got the ally fault line where he expects, you know, deals, and then you've got the adversary fault line, where he expects deals. And Trump doesn't necessarily treat them as all that different. I mean, it was less than an hour between.

Speaker 1

Him posting that there's going to be new tariffs against Mexico and Canada unless they give him satisfaction, and when he said the same thing about China unless the Chinese provides satisfaction.

Speaker 4

So those are tom those are two very very different fault lines.

Speaker 2

We love our guests with their heritage. Ian Bremer, of course, with heritage of international relations out of Tulane and Stanford. On retail, there is no heritage like Dana Telsey. She grew up as a child. Her grandparents were at Bergdorf Goodman. She knows retail in New York City. She knows retail across the nation with a good help of Joseph Feldman at Telsey Advisory Group. The surprise of the year a pe of thirty five on Walmart.

Speaker 5

The competitive mode that a business develops gives them the opportunity to see, look what Walmart is doing. Walmart today is not the Walmart of yesterday. You look at their other revenues from other business lines that are growing extensively, Look at their sixty percent of sales that are coming from essentials, and frankly, look what they're doing with both the digital channel and the physical channel, coupled with what

they've got globally. So what Don McMillan has done has moved the business forward, and that competitive mode is only getting stronger.

Speaker 2

Dana Telsey, the Telsea Advisory Group on your commute, acrassination on Apple CarPlay, Android auto on Serious XM channel one twenty one on the corridor from Washington ninety ninety one FM up to ninety two nine in Boston as far north as Montcatten, and of course on YouTube and YouTube podcast. This is a single best idea, they m

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