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 7th, 2025Featuring:1) Kelsey Berro, Executive Director: Fixed Income at JP Morgan Investment Management, joins to discuss fixed income markets and portfolio positioning as she asses Fed rate cuts and eco fundamentals. Three Fed policymakers voiced concerns about the US labor market Wednesday with remarks that pointed to a potential interest-rate cut in September. Fed San Francisco President Mary Daly said policymakers will probably need to adjust interest rates in “coming months” to prevent a further deterioration in hiring.2) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses his bullish S&P stance and whether it could change amid policy uncertainty. Stocks gained in early trading after the Kremlin confirmed Presidents Vladimir Putin and Donald Trump will meet for summit talks, raising hopes of a truce in Russia’s war with Ukraine.3) Mark Dowding, CIO at RBC BlueBay Asset Management, talks about how tariff rates could weigh on the global economy, risk appetite, and the US labor market. Market sentiment got a boost earlier after President Trump announced that companies producing goods in the US, such as Apple Inc., would be eligible for exemptions from his proposed 100% tariff on chip imports. Increasing speculation on a Federal Reserve interest-rate cut are also supporting optimism in stocks as sweeping new tariffs to reshape global trade officially took hold Thursday.4) Joe Carson, former Chief Economist at AlllianceBernstein and publisher of The Carson Report, talks about the dismissal of the BLS chief and what it means for broader US economic policy and outlook.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a New York Times story on how President Trump is weighing getting involved in NYC Mayors race to try to stop Zohran Mandani and a WSJ report on college kids using Google calendar for all sorts of things.See omnystudio.com/listener for privacy information.

7 Aug 37min

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

6 Aug 4min

- Stephen Auth, CIO: Equity at Federated Hermes- Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group- Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC- Richard Greenfield, Partner at Lightshed Partners Stephen Auth, CIO: Equity at Federated Hermes, joins for a discussion on market volatility and economic data and offers his market outlook for 2025. Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group, discusses opportunities in private investments and the outlook for private markets. Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC, talks tech in the US and globally and 2025 growth across the space. Richard Greenfield, Partner at Lightshed Partners, discusses Disney earnings.See omnystudio.com/listener for privacy information.

6 Aug 27min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 6th, 2025Featuring:1) Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for an extended discussion on the equity rally, his S&P target, and whether he expects further volatility this year. European stocks erased an advance and US equity futures posted modest gains as investors assessed US President Trump’s latest tariff threats and disappointing economic data.2) Anastasia Amoroso, Chief Investment Strategist at Partners Group, joins for an extended discussion on private investments and how she's approaching markets and investing in her new role. Recently, Apollo CEO Marc Rowan said trading private assets has the potential to turn the industry “on its head” and that those who resist it are generally charging high fees. Rowan stated that in every industry where transparency of pricing and daily price availability has taken place, the industry has grown massively, and that Apollo's partnership with banks to trade private credit will provide real-time pricing on the asset class.3) Steve Auth, CIO, Equities at Federated Hermes, talks the soft-hard data gap and the outlook for equities. Data Tuesday showed weakening US services amid sticky price pressures, further complicating the Federal Reserve’s policy challenges after last week’s weak jobs numbers.4) Douglas Holtz-Eiken, President at the American Action Forum and former Director of the Congressional Budget Office, joins to discuss the dismissal of the BLS chief and the tariff impact on the US economy.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg's coverage of Disney's ESPN buying NFL Network and other assets and Business Insider's story on Microsoft's stricter return-to-office policy.See omnystudio.com/listener for privacy information.

6 Aug 47min

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

5 Aug 3min

Jack Caffrey, Equity Portfolio Manager, JPMorgan Asset Management Lauren Goodwin, Chief Market Strategist/Economist, NY Life Insurance Amanda Lynam, Head of Macro Credit Research, BlackRock See omnystudio.com/listener for privacy information.

5 Aug 22min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 5th, 2025Featuring:1) Andrew Cuomo, NYC Mayoral candidate and former NY Governor, on the state of the race and how New York City is a national story. 2) Erica Groshen, former Commissioner of the Bureau of Labor Statistics and currently a Senior Advisor at Cornell, on President Trump firing a BLS chief after weak jobs data. 3) Henrietta Treyz, co-founder at Veda Partners, on President Trump's tariff push4) Lisa Mateo joins with the latest headlines in newspapers across the US, including how AI is listening to your meetings and how NYC's iconic Flatiorn Building will get bathed in lights for the first time in 123 yearsSee omnystudio.com/listener for privacy information.

5 Aug 37min

- Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research- Michelle Meyer, Chief Economist at the Mastercard Economics Institute- Lynn Martin, President at NYSE- Bill Dudley, Bloomberg Opinion columnist and former NY Fed President Ed Yardeni, Chief Investment Strategist and founder at Yardeni Research, discusses the outlook for the equity rally after President Trump's tariff deadline and his firing of the head of the Bureau of Labor Statistics. Michelle Meyer, Chief Economist at the Mastercard Economics Institute, talks about the outlook for the US consumer, consumer spending, and the US economy. Lynn Martin, President at NYSE, discusses the outlook for IPOs, regulation, and crypto products. Bill Dudley, Bloomberg Opinion columnist and former NY Fed President, discusses his Opinion column on how the Fed is currently under siege and why he believes it will come out OK.See omnystudio.com/listener for privacy information.

4 Aug 31min