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Bloomberg Surveillance

Single Best Idea with Tom Keene: Abby Joseph Cohen

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 4 March 2025

⏱️ 6 minutes

🧾️ Download transcript

Summary

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature a conversation with Abby Joseph Cohen.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

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0:04.7

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0:06.5

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0:14.9

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0:20.7

Fund your account in five minutes or less at public.com slash podcast. And get up to $10,000 when you transfer your old portfolio. That's public.com slash podcast. paid for it by public investing. All investing involves the risk of loss, including loss of principal. Brokridge services for U.S. listed registered securities, options and bonds in in a self-directed account are offered by Public Investing Inc. Member Finra and SIPC.

0:40.5

Cryptocurrency trading services are offered by backed crypto solutions LLC. Complete disclosures available at public.com slash disclosures.

0:49.0

Bloomberg Audio Studios. Podcasts Radio News.

1:08.6

An extraordinary set of days. This is a single best idea with two of what could be 14 vignettes today.

1:14.3

Abby Joseph Cohen was at Goldman Sachs and developed so much for the CFA Institute.

1:15.7

Full disclosure, I'm a member.

1:22.9

She's now teaching at Columbia Business School and to have Jean Bovin of Canada and BlackRock with us, to have Carl Weinberg of high-frequency economics and all he did at Lehman over the years.

1:29.3

Barbara Reinhard of Voya and on and on.

1:32.5

I thought David Guror was fascinating about what we would see tonight at the joint session of Congress.

1:37.9

But Abby Joseph Cohen was piercing in her critique.

1:42.8

I alluded to what Kevin Gordon of Schwab said, which is, well, this gets us back to the

1:47.0

1940s.

1:48.0

Many people will say to the 1930s, Abby Joseph Cohen disagrees.

1:53.0

It's not going back to the 1930s.

1:56.0

It's going back to the 19th century.

1:59.0

Tariff-based economy is something that didn't work then,

2:05.1

didn't work in the 1930s, and I think it's very dangerous. You know, you have had other guests

...

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