Single Best Idea with Tom Keene: Nancy Lazar & Doug Irwin

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

29 Mai 4min

- Peter Navarro, White House Director of the Office of Trade and Manufacturing Policy- Bob Michele, CIO: Fixed Income at JPMorgan Asset Management- Angelo Zino, Senior Research Analyst at CFRA Research- Libby Cantrill, Head: Public Policy at PIMCO Peter Navarro, White House Director of the Office of Trade and Manufacturing Policy, joins for an extended discussion on trade and tariffs after a US court blocked many of President Trump's tariffs on imports from dozens of countries. Libby Cantrill with PIMCO discusses options for President Trump after his tariffs were blocked by a US court. Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses signals and warnings from the bond market on tariffs, debt, and deficits. Angelo Zino, Senior Research Analyst at CFRA Research, reacts to Nvidia earnings.See omnystudio.com/listener for privacy information.

29 Mai 34min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 29th, 2025Featuring:1) Anastasia Amoroso, Chief Investment Strategist at iCapital, joins to talk about a resilient US economy and momentum in markets in spite of Washington uncertainty. After a US court blocked the bulk of President Donald Trump's import tariffs, it led to widespread gains in risk assets and lifted investor sentiment.2) Dan Ives, Global Head: Technology at Wedbush Securities, reacts to Nvidia earnings and discusses the outlook for the company and Big Tech. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and is offering its chips as part of whole computer systems to speed up AI deployment.3) Andrew Gilbert, Partner at ECP, joins to discuss demand for AI data centers and the immense growth opportunity following another Nvidia earnings. Nvidia's CEO Jensen Huang is concerned about US trade restrictions on China hindering the company's long-term growth, and is appealing to the Trump administration to allow chip production for China again.4) Wendy Schiller, professor at Brown University, discusses the latest DC headlines and how a US court blocking President Trump's tariff policy could affect his presidency and potentially his legacy. A US court has blocked many of President Trump's tariffs on imports from dozens of countries, declaring them illegal and throwing his tariff strategy into turmoil.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on Paramount's relationship with the White House and Bloomberg's story on how AI is impacting hiring at Salesforce.See omnystudio.com/listener for privacy information.

29 Mai 36min

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

28 Mai 4min

Eswar Prasad, Cornell University Tolani Senior Professor:Trade Policy on the strength of the dollar Rep. French Hill (R-AR), Chairman, House Committee on Financial Services on Washington News of the Day Mandeep Singh, Bloomberg Intelligence analyst on NVDA earnings Frank Lee, The Hongkong & Shanghai Bkg Corp, on NVDA earnings See omnystudio.com/listener for privacy information.

28 Mai 23min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 28th, 2025Featuring:1) Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses perceived mixed signals related to the financial strength of the U.S. consumer2) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, details why the Fed will be witnessing higher government spending over the next two years.3) Jennifer Johnston, Director: Muni Bond Research at Franklin Templeton on why the muni market experienced volatility in April in response to uncertainty over tariffs and other Federal policies.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on the stay-at-home son trend that Jeopardy started. Plus, is $20 an hour a good starting point for companies.See omnystudio.com/listener for privacy information.

28 Mai 30min

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

27 Mai 4min

- Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management- Amanda Lynam, Head: Macro Credit Research at BlackRock- Terry Haines, founder at Pangaea Policy- Lynn Martin, President of NYSE Amanda Lynam, Head: Macro Credit Research at BlackRock, joins to discuss opportunities in corporate credit as bond market yields remain stubbornly high. Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management, talks about opportunities in equities as President Trump pivots on EU tariffs and as the bond market signals more warnings about the US debt and deficit. Terry Haines, founder at Pangaea Policy, joins to talk about President Trump's economic policies and support heading into the summer. Lynn Martin, NYSE president, on IPO activity in 2025.See omnystudio.com/listener for privacy information.

27 Mai 25min