Single Best Idea with Tom Keene: Jay Bryson & David Rosenberg

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 28th, 2025Featuring:1) Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Nvidia earnings and offers his outlook for AI. Analysts are staying bullish on Nvidia, boosting price targets after its results, citing the chip giant's longer-term prospects. At least 10 firms hiked their 12-month price targets, raising the average by 3% to $202.60, according to data compiled by Bloomberg. Wall Street remains overwhelmingly bullish on the stock, with 72 buy-equivalent ratings, and only seven analysts have a hold rating and the stock has a sole sell rating.2) Anastasia Amoroso, Chief Investment Strategist, Private Wealth at Partners Group, joins for an extended discussion on private markets. Stocks shook off an initial drag from Nvidia’s sales outlook missing lofty expectations, indicating that momentum behind the record-breaking rally remains intact.3) John Mowrey, CIO at NFJ, joins for a discussion finding value in markets beyond Nvidia and the big tech names, and discusses concerns about inflation and the US labor market. Investors will turn their focus to next month’s Federal Reserve interest rate decision and data releases, including initial jobless claims data and revised second-quarter gross domestic product figures due later Thursday.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a WSJ story on AI-skilled 20-something's making hundreds of thousands a year and an NYT story on chicken nuggets possibly being wiped from cafeteria menus in NYC public schools.See omnystudio.com/listener for privacy information.

28 Aug 36min

Featuring: Eswar Prasad, Cornell University professor on Fed independence Kate Kalutkiewicz, Trade Practice Lead, McLarty Associates on TariffsMarc Short, Former Chief of Staff to Vice President Mike Pence on the White HouseSee omnystudio.com/listener for privacy information.

28 Aug 19min

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

27 Aug 4min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 27th, 2025Featuring:1) Adam Posen, President at the Petersen Institute for International Economics 2) Mandeep Singh, Bloomberg Intelligence analyst 3) Amanda Agati, CIO: Asset Management at PNC Bank 4) Tony Crescenzi, Executive Vice President at PIMCOSee omnystudio.com/listener for privacy information.

27 Aug 32min

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

26 Aug 4min

- Lael Brainard, former Fed Vice Chair- Torsten Slok, Chief Economist at Apollo- Scott Lincicome, VP: General Economics at Cato Institute- Bill Dudley, former NY Fed President and Bloomberg Opinion columnist Lael Brainard, former Fed Vice Chair, joins to discuss the possible ouster of Fed governor Lisa Cook. Torsten Slok, Chief Economist at Apollo, breaks down recent economic data and risks to the US economy, as well as Fed independence in the wake of President Trump moving to fire Fed governor Lisa Cook. Scott Lincicome, VP: General Economics at Cato Institute, discusses the legal fight between Fed governor Lisa Cook and the Trump administration. Bill Dudley, former NY Fed President and Bloomberg Opinion columnist, talks about Fed independence and how possibly losing it could impact markets.See omnystudio.com/listener for privacy information.

26 Aug 30min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 26th, 2025Featuring:1) Libby Cantrill, Head: Public Policy at PIMCO, joins to talk about Lisa Cook and Fed independence as well as her note on the Trump admin aberration. President Trump moved to oust Federal Reserve Governor Lisa Cook following allegations that she falsified mortgage documents, citing "sufficient cause" to fire her. Forcing out Cook would give Trump an opportunity to secure a four-person majority on the Fed's seven-member Board of Governors, with her term not set to expire until 2038.2) Cam Harvey, professor at Duke University, joins for an extended discussion on tariffs, rate cuts, and Fed independence. Fed governor Lisa Cook, in challenging President Trump’s removal order, could immediately seek an injunction reinstating her while litigation moves forward. No charges have been filed against her, though a Justice Department official last week signaled possible plans to investigate her.3) Stephanie Roth, Chief Economist at Wolfe Research, talks about labor market health, rate cut uncertainty, and inflation. European stocks and US equity futures fell due to political turmoil in France and President Trump’s bid to oust Federal Reserve Governor Lisa Cook.4) Jordan Rochester, Head: FICC Strategy at Mizuho, joins to talk turmoil in France and dollar moves amid President Trump's attempt to fire Lisa Cook. Stocks and bonds were already under pressure after optimism that followed Fed Chair Jerome Powell’s address at Jackson Hole faded on Monday. Doubts about the pace of easing are lingering ahead of an inflation report later this week, expected to highlight sticky price pressures.See omnystudio.com/listener for privacy information.

26 Aug 36min

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

25 Aug 4min