Single Best Idea with Tom Keene: Amy Wu Silverman & David Rosenberg
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 February 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 conversations with Amy Wu Silverman & David Rosenberg.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Get your daily market preview on projected stock updates, monetary policy decisions, and key results in statistics that may impact your trading. |
| 0:08.2 | Schwab Market Update is an original podcast from Charles Schwab. Listen today at Schwab.com slash market update podcast or wherever you get your podcasts. |
| 0:17.0 | Donald Trump has already changed the way we think about the US economy. Now he's back in the |
| 0:22.1 | White House and Bloomberg's Trumponomics podcast is here to help. I'm Stephanie Flanders, |
| 0:28.1 | head of government and economics at Bloomberg. Whatever the big question of the week is, |
| 0:32.5 | we'll have something interesting to tell you about it in a lively conversation with the |
| 0:36.5 | reporters and analysts closest to the action. |
| 0:39.2 | Listen to new episodes every Wednesday and follow Trumponomics on Apple Podcasts, Spotify, or wherever you listen. |
| 0:49.1 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 1:00.0 | Music Audio Studios. Podcasts, Radio News. Single best idea on the jobs day tomorrow, we'll have a complete coverage. Of course, |
| 1:04.1 | go beneath the headline data at 830. And critically for this jobs day, |
| 1:09.8 | Victoria Clark, at Veronica Clark, excuse me, at Citigroup, |
| 1:13.7 | adamant, we're going to see more than the normal revisions. This is not a normal jobs day |
| 1:19.3 | tomorrow. And we'll really dive into that tomorrow with good conversation. Today was really |
| 1:24.3 | something. The news flow was all over the place. We were going back and forth, |
| 1:28.6 | and Ethan Brunner from Gaza was just absolutely phenomenal. We thank him for his time. |
| 1:33.5 | He's got a really important story out on the actual Gaza this morning that I'll try to get out on Twitter and LinkedIn. |
| 1:42.9 | Amy Wu-Silverman was on with RBC Capital Markets. Her lead note on the quantitative |
| 1:47.9 | state of the market is the dispersion of the market is substantial. The distance from winners and |
| 1:55.1 | losers is ever wider. Here is Amy Wu-Silverman of RBC Capital Markets. When you have these high dispersion environments, it really, really matters what you do do. |
| 2:07.3 | And, you know, my favorite stat about this is you could have the same level of VIX, Tom. |
| 2:11.6 | You could have the same level of S&P drawdown. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.