Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: Single best idea, an Apple podcast, what's the theory. Here's
Speaker 2: the theory. Tons of podcasts out there, and you know
Speaker 2: they go for twenty minutes, they go for fifteen minutes,
Speaker 2: they go for thirty minutes. Look to the Big Take
Speaker 2: with David Gurra is one example of the new produced podcast.
Speaker 2: What we're trying to do is give you a window
Speaker 2: into our three hours of coverage on Bloomberg surveillance, usually
Speaker 2: with two voices, and today was wonderful. We're gonna make
Speaker 2: this quick. It's August, it's Wednesday. The news slow is
Speaker 2: killing us. It's supposed to be quiet, it's not. But
Speaker 2: let's start here with an arching theme, which is evs
Speaker 2: in America. Paul Sanki has legendary in a hydrocarbon a
Speaker 2: research with Adam Siminski at Deutsche Bank years ago. Paul
Speaker 2: Sanki out with his own shingle. Now when he walks
Speaker 2: into opak Alpek style apps and listens, Paul Sanki in
Speaker 2: the future of ev in America.
Speaker 1: The fact of the matter is that the largest single factor,
Speaker 1: the largest single sector in oil is US gasoline. And
Speaker 1: you know that's ten million barrels a day, right, one
Speaker 1: in ten barrels consumed globally, and obviously if you have
Speaker 1: a significant EV penetration, that's going to you know, we've
Speaker 1: been working on that for ten or fifteen years, absolutely,
Speaker 1: and it is negative for gasoline a mat obviously, It's
Speaker 1: just that the rate of sales is somewhat disappointing, and
Speaker 1: you know, the penetration into the fleet is therefore also
Speaker 1: weaker than you might have anticipated.
Speaker 2: Pasl Sanki of Thank You Research and what we see
Speaker 2: in EV a huge theme for us in the next
Speaker 2: year after particularly what we saw a number of days
Speaker 2: ago from Ford Motor with a billion on the write
Speaker 2: down that they will take as we learn about EV's
Speaker 2: about gasoline moving forward big day to day in Vidio
Speaker 2: and lud We're going to devote an entire hour in
Speaker 2: the six pm hour to Ed Ludlow's thoughts on in Vidio,
Speaker 2: and his conversation will be with Jensen Wang, the CEO
Speaker 2: of Nvidia, and some of that will be colored by
Speaker 2: a tobaccle. We book people and we really don't know
Speaker 2: the newsflow. We try to guess and sometimes we get
Speaker 2: really really lucky. Ivan finds Seth. The Tigris management follows Nvidia,
Speaker 2: and just as the SMCI news broke with the stock
Speaker 2: plunging because of the accounting delay in their filings, we
Speaker 2: were privileged to have Ivan with us on SMCI and
Speaker 2: their crater. The only way to put the stock price
Speaker 2: Ivan find Seth Tigris management.
Speaker 3: They recently switched in twenty three. They switched to Deloitte too,
Speaker 3: so I guess they're going through the filings again to
Speaker 3: make sure that no issue. I mean Hiddenberg does have
Speaker 3: a short position in the stock. And then they do
Speaker 3: publish research that recommends that shorting the stock based on
Speaker 3: accounting irregularities. So I mean it is Hiddenberg's work has
Speaker 3: been questionable. However, I do like super Micro. It is
Speaker 3: part of the AI play. So I right now feel
Speaker 3: this weakness is a buying opportunity.
Speaker 2: I have and find Seth Tigris. There an SMCI Lawrence
Speaker 2: McDonald head on Twitter. He not me. He is suggesting
Speaker 2: Larry McDonald's suggesting that SMCI is the third largest customer
Speaker 2: of Nvidia. We'll have to check that. Ed Ludlow wouldn't
Speaker 2: know that. I don't know if that's true. Now Ludlow
Speaker 2: knows all the answers to this tech stuff as well.
Speaker 2: We've got lots coming up here in the end of
Speaker 2: the summer. Busy, busy week Carol Master, Tim Stonett Stenevik.
Speaker 2: They're going to go out to the US Open Fall
Speaker 2: Sweeney was there yesterday, which was very cool, the celebration
Speaker 2: in New York. Heat wave now, but the temperature breaks
Speaker 2: as we start to stagger into September. We're beginning to
Speaker 2: line up the voices you need to hear from into September,
Speaker 2: and of course we'll do that. Very excited about a
Speaker 2: huge radio expansion across the nation. We've got a big
Speaker 2: fat signal in Washington, DC, ninety ninety one FM joining
Speaker 2: US September third, ninety two to nine FM in Boston
Speaker 2: from Mount I love saying this from Mount Kataden to
Speaker 2: Block Island's National Hotel. People are really I'm going no,
Speaker 2: I'm making it up, but it sounds good. From Mount
Speaker 2: Kataden in Maine down to Black Island, off the tip
Speaker 2: of Long Island and off of Rhode Island. Well, okay,
Speaker 2: this signal is not quite that large, but we'll go
Speaker 2: with it. Ninety two nine FM in Boston look for
Speaker 2: that September third, Route and Ample Podcast. This is single
Speaker 2: best idea.
Speaker 1: Sing punts will included in LAS