Single Best Idea with Tom Keene: Robert Kaplan & Mark Gurman - podcast episode cover

Single Best Idea with Tom Keene: Robert Kaplan & Mark Gurman

Feb 21, 20255 min
--:--
--:--
Listen in podcast apps:

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 Robert Kaplan & Mark Gurman.

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. What a week it's been. It was a holiday lengthened work week. It felt like eight days a week trying to get through the news flow. Thank you, particularly to our Washington team who basically are going twenty four to seven covering the first days. I feel like it's weeks, but okay, we're four weeks into the second Trump administration, and I just want a major shout out to everybody, Margaret and everybody down in Washington for all

that they've done. And of course he'll tiresly be through the weekend. We'll have the German elections on Sunday. Maybe it's off the US podcast radar, it should not be. It's actually a big deal, obviously, depending how it turns out. Coverage for that Monday morning. What a joy today to speak to Robert Kaplan, vice chairman of Golden Sachs, of course always in forever with his Dallas Fed. We talked to him, of course about Jerome Powell, Donald Trump and FED independence.

Speaker 3

The President can jawbone and pressure and that's not new. May be more intense right now, and the Fed will do its job and should to try to extent. They can't ignore that make decisions only. The biggest threat to the FED, I actually think sometimes is not from outside. Then you have to be careful as a governor or a president. Don't try to say things publicly you think might go over better, or worry about the pressure. Just

do what you think is right. And as long as they manage themselves, I think they'll through this in an independent way.

Speaker 2

Robert Kaplan of Goldben Sacks and of course formerly with the Feeder Reserve Bank of Dallas, what a joy. We experimented once with Mark German from LA at five am. It was not a successful experiment, So when he's in New York it's important. And we were thrilled to have Mark German with us today. Can you imagine being in his case at University of Michigan and you've got degrees and information sciences and you become a journalist and you

just work every day on sources. He is the definitive voice on Apple, and we are privileged that today along with the chat on Apple and Tim Cook in the MacBook, Mark German with a scoop.

Speaker 4

They moved the MacBook Pro, which is not their most popular machine, but a really hot seller and really importance what I use. It's what I think a lot of people here use, a lot of people in college and schools use. They can move that to an annual great cycle. Every November, like clockwork, you're getting a new MacBook Pro, just like you get a new iPhone every year. So that is a really big deal and I think is really important. MacBook Air that's the most popular mac okay

last updated a year ago. Here's a scoop for your show. Apple's preparing to put the new MacBook Air M four on sale in March, so next month and just a few weeks from now. They've started preparations, they've started sending materials to their retail stores, they've ramped up production, and they're nearly ready to go on the M four thirteen inch and fifteen inch MacBook Air, their most popular machine, just in a few weeks from now.

Speaker 2

Classic Mark German there looking out to the next thing I'm going to need to buy for the keen household. Importantly, folks, we had a very serious conversation with Mark German about what's rarely talked about in the media. He's been an angel on this, which is the chips I don't understand really what they do. I can fake it, but I really don't know what I'm talking about. Mark German does, and he makes clear that the chip technology of Apple is the reason they exist and why he is writing

about them day after day with an optimistic tone. Forward on your commute across the Nation on Serious XM on Applecarplay. Good Morning ninety two nine FM in Boston, surviving international hockey with a Canadian victory. Good Morning eleven three to zero in New York. I'm not sure if there's fees on congestion tax right now. I'm not sure if it's on or off. Good Morning ninety nine one FM in Washington, with all that's going on there, talk about Sleepless in Washington.

I think they should make a movie of that. We're on YouTube podcasts. This is single best idea.

Transcript source: Provided by creator in RSS feed: download file