Single Best Idea with Tom Keene: Troy Gayeski & Neil Dutta

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 15th, 2025Featuring:1) Constance Hunter, Chief Economist at EIU, and Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, react to CPI and discuss their market and economic outlooks. Stocks advanced in early trading after Nvidia secured US assurances to resume sales of some artificial intelligence chips to China. 2) Alison Williams, Senior Analyst at Bloomberg Intelligence, wraps this morning's bank earnings. America’s biggest banks are heading into earnings season with tailwinds from trading and lending as they benefit from market volatility and steady borrowing costs. JPMorgan, Wells Fargo, and Citigroup report today.3) Huw van Steenis, Vice Chair at Oliver Wyman, joins to talk about how private credit is reshaping portfolios. It comes off the heels of a recent Bloomberg report showing family offices, representing around $3.1 trillion globally, are seeking new sources of returns as private equity distributions slow. According to the 2025 BlackRock Family Office Survey, a third of respondents wanted to increase their allocations to private credit, the highest of any asset class.4) Jan Szilagyi, CEO of Reflexivity (formerly Toggle AI), talks about AI growth amid Nvidia's rally and what his company's doing to use AI to help investors. Nvidia plans to resume sales of its H20 AI chip in China after securing Washington's assurances that such shipments would get approved. The move is seen as a "massive win" for Nvidia's Chief Executive Officer Jensen Huang, and is also viewed positively by Vey-Sern Ling, managing director at Union Bancaire Privee, who says it is "obviously positive" for Nvidia, the AI semiconductor supply chain, and China tech platforms.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on the plunging dollar leaving American travelers with less buying power this summer and a Bloomberg report on Starbucks corporate managers working remotely having to pack their bags and relocate in a year.See omnystudio.com/listener for privacy information.

15 Jul 36min

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

14 Jul 5min

- Michael Darda, Chief Economist at Roth Capital Partners- Peter Tchir. Head: Macro Strategy at Academy Securities- Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld- Vito Sperduto, Head: US Capital Markets at RBC Capital MarketsMichael Darda, Chief Economist at Roth Capital Partners, joins to discuss how tariff clarity could impact the economy and the risks of inflation in the Us. Peter Tchir. Head: Macro Strategy at Academy Securities, talks about how the market is calculating geopolitical risk as well as President Trump's tariff approach. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld, talks about what she envisions President Trump's final tariff policy to be as it comes into focus. Vito Sperduto, Head: US Capital Markets at RBC Capital Markets, discusses the state of M&A.See omnystudio.com/listener for privacy information.

14 Jul 32min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney July 14th, 2025Featuring:1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, talks about the sustainability of the US equity rally and staying in the market. Stocks fell in early trading as the Trump administration escalated its trade war, with investors bracing for economic reports that will offer an early read on the impact of tariffs.2) Rep. Jodey Arrington, Republican Congressman from Texas and Chairman of the House Budget Committee, talks about the passing of the Big, Beautiful Bill and his involvement in getting his party on board as well as Texas flooding.3) Jane Foley, Head of FX Strategy at RaboBank, talks about the yen carry trade amid liquidity concerns in Japan and also discusses a weak dollar. Japanese bond yields spiked as the pressure in the country is being heightened by the looming election on July 20, with concerns over governments spending beyond their means also applying to the UK, Europe, and US, according to the text.4) Henrietta Treyz, co-founder at Veda Partners, talks about incoming tariff headlines as President Trump's tariff strategy comes into focus. President Trump's weekend threat to impose tariffs on the European Union and Mexico is testing market resilience, following a series of escalated trade measures against multiple partners.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on "Superfake" luxury handbags and the NYT report on the federal government adding new limits on student loan borrowing.See omnystudio.com/listener for privacy information.

14 Jul 36min

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

11 Jul 4min

- Jose Minaya, Global Head of BNY Investments & Wealth at BNY Wealth- Steven Ricchiuto, Chief US Economist at Mizuho- Jeannette Lowe, Director: Policy Research at Strategas Securities- Angelo Zino, Head: Technology at CFRA Research Jose Minaya, Global Head of BNY Investments & Wealth at BNY Wealth, joins to discuss his outlook for markets and a potential pullback in the equity rally. Steven Ricchiuto, Chief US Economist at Mizuho, discusses US economic bullishness amid continued policy uncertainty. Jeannette Lowe, Director: Policy Research at Strategas Securities, talks about President Trump's tariff proposals as the administration looked to deliver more clarity on tariff rates this week. Angelo Zino, Head: Technology at CFRA Research, discuss Nvidia's market cap record and the outlook for big tech.See omnystudio.com/listener for privacy information.

11 Jul 23min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 11th, 2025Featuring:1) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., joins for an extended discussion on the sustainability of the equity rally and his S&P target as he remains one of Wall Street's leading bulls. Investor appetite for equities remain strong, driven by confidence in the US economy’s resilience and optimism ahead of earnings season, according to the text, with David Chao, a global market strategist at Invesco Asset Management, saying investors are having a “tariff fatigue”.2) Michael Widmer, Head: Metals Research at Bank of America, joins to talk about President Trump's copper tariffs and how it's reshaping copper and other metals markets. President Trump’s plans to impose import tariffs on copper imports are set to include materials used for power grids, the military and data centers. Plans involve including semi-finished products, according to people familiar with the matter, which would include wires, sheets, tubes and plates.3) Jurrien Timmer, Director: Global Macro Fidelity Management & Research, joins to discuss the "V-Shaped Rocket Ship." Despite yesterday's record finish for equities, strategists are sounding warnings about the impact of uncertain tariff policy on stocks, saying it could reduce the chances of a September rate cut and increase the chances of an economic slowdown.4) Ellen Wald, Senior Fellow at the Atlantic Council, talks about Saudi Arabia raising oil prices more than expected and global oil demand. Saudi Arabia has raised prices for its main crude grade for Asian buyers in August by $1 to $2.20 a barrel more than the regional benchmark, exceeding expectations. The price increase comes as OPEC+ agrees to raise production by 548,000 barrels a day in August, which may contribute to a crude surplus later this year. Despite strong summer demand, traders expect the market to soften later this year as consumption wanes and OPEC+ increases contribute to a surplus of crude in storage.5) Cam Dawson, CIO at NewEdge Wealth, talks about why she's dubbing the current equity rally as the "Honey Badger" market. US equities closed at a new all-time high on Thursday as investors parsed tariff headlines and looked ahead to corporate results.See omnystudio.com/listener for privacy information.

11 Jul 40min

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

10 Jul 3min