Single Best Idea with Tom Keene: Robert Teeter & Dennis Gartman

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Adam Posen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

2 Mai 5min

- Stephen Miran, Chairman of the White House Council of Economic Advisers- Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock- Stephanie Roth, Chief Economist at Wolfe Research- Ed Mills, Washington Policy Analyst at Raymond JamesStephen Miran, Chairman of the White House Council of Economic Advisers, joins to discuss how the White House is reacting to the April jobs report. Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock and Stephanie Roth, Chief Economist at Wolfe Research offer their analysis of April nonfarm payrolls. Ed Mills, Washington Policy Analyst at Raymond James, discusses the latest on President Trump's tariff policy and other economic policy initiatives.See omnystudio.com/listener for privacy information.

2 Mai 30min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 2nd, 2025Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, Sarah Wolfe, Senior Economist at Morgan Stanley, Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the April jobs figures. The S&P 500 has notched eight consecutive days of gains, its longest run since August, amid increased optimism that trade tensions are waning, but many strategists feel a market bull run will be driven by strong economic data.2) Gene Seroka, CEO of the Port of LA, joins for a discussion on how tariffs on China are affecting port traffic and what it could mean for the US economy. In March, Seroka predicted a possible 10% volume decline in the second half of this year due to substantial inventory and tariff uncertainty. Port data continues to be of interest to economists and market watchers.3) Anurag Rana, Senior Tech Analyst for Bloomberg Intelligence, wraps big tech earnings. Tech earnings and expectations of trade deals drove optimism in the markets, with investors awaiting the US jobs report on Friday, the last significant data release this week.4) Adam Posen, President of the Peterson Institute for International Economics, talks about his Foreign Affairs piece on why trade wars are easy to lose. Still, market sentiment has remained upbeat due to reports of the US reaching out to China for tariff talks, causing the dollar index to climb and Treasury yields to rise.5) Constance Hunter, Chief Economist at EIU, brings us into the market open and discusses whether the US has stepped too far into the trade war and whether a recession is inevitable. While Wall Street's risk appetite has increased due to strong tech earnings - causing the S&P 500 to rise for eight consecutive days - it's unclear where trade deals with China and other partners will end up.See omnystudio.com/listener for privacy information.

2 Mai 43min

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 & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

1 Mai 4min

- Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank- Brian Gardner, Chief Washington Policy Strategist at Stifel- Dan Ives, Global Head: Technology at Wedbush Securities- Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank, discusses his most recent S&P 500 target and his outlook for US equities amid continued uncertainty over US tariffs. Brian Gardner, Chief Washington Policy Strategist at Stifel, talks about the Trump admin's economic policies and flexibility in pivoting and adjusting its approach to tariffs. Dan Ives, Global Head: Technology at Wedbush Securities, discusses Big Tech earnings, previews Apple, and talks Tesla leadership. Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets, talks about the outlook for the 10-year yield and whether Treasuries are set to fall.See omnystudio.com/listener for privacy information.

1 Mai 23min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 1st, 2025Featuring:1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins to talk "calm(er)" markets, labor data, and Investing Day. In the premarket, US equity futures rallied on stronger-than-expected tech earnings and relief over signs the Trump administration is stepping back from its harshest tariff threats. Tech giants added to investor optimism that deals between the US and its partners would limit the damage from President Donald Trump’s trade war, and traders boosted bets on Fed easing later this year.2) Dan Ives, Global Head: Technology at Wedbush Securities, joins to talk big tech earnings and Tesla leadership. Tesla Chair Robyn Denholm denied a report that the board was looking to replace CEO Elon Musk, saying directors are "highly confident" in his ability. The denial came after a Wall Street Journal report that Tesla board members had contacted executive search firms to find a successor to Musk earlier this year.3) Leland Miller, CEO at China Beige Book, joins to talk about his latest China data release, Trump's China tariffs play, and the president's willingness to pivot. President Trump acknowledged that his tariff program had a perception problem and posed a significant political risk, but he remained determined to push on. Trump stated that there was a "very good chance" he would strike a deal with China, but only "on our terms" and if it's "fair".4) Brad Lander, NYC Comptroller & Mayoral Candidate, joins to discuss his NYC mayoral campaign, congestion pricing, Trump's tariffs, and other city issues.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on how AI is helping job seekers pivot to new careers and another story on a Sam Altman-Backed startup rolling out eyeball-scanning tech across the US.See omnystudio.com/listener for privacy information.

1 Mai 38min

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Caron & Peter Tchir. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

30 Apr 5min

- Max Kettner, Chief Multi-Asset Strategist at HSBC- Ryan Petersen, Chairman, CEO, and founder of Flexport- Christopher Hughes, co-founder of Facebook- Eric Rosengren, Former President of the Federal Reserve Bank of BostonMax Kettner, Chief Multi-Asset Strategist at HSBC, looks ahead to this week's jobs report and other economic data soon-to-be-released, and whether he sees investors having to weather a recession in 2025. Ryan Petersen, Chairman, CEO, and founder of Flexport, discusses supply chain constraints and navigating the trade war. Christopher Hughes, co-founder of Facebook, discusses the company and Big Tech ahead of Meta earnings. Eric Rosengren, Former President of the Federal Reserve Bank of Boston, discusses his outlook for the US economy and interest rates and talks Fed independence.See omnystudio.com/listener for privacy information.

30 Apr 32min