4 • 1.1K Ratings
🗓️ 10 July 2025
⏱️ 5 minutes
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Andrew Sheets & Julian Emanuel.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF
See omnystudio.com/listener for privacy information.
Click on a timestamp to play from that location
0:00.0 | The data that matters for your investments. |
0:02.7 | Shares the banks across the border gaining and analysis on the companies making news on Wall Street. |
0:08.1 | Invidia, once again, the top dog. |
0:10.1 | Tesla's really taking a hit this morning. |
0:11.9 | Listen to the Stock Movers report from Bloomberg. |
0:14.8 | Wind and solar stocks on the move. |
0:17.1 | It's your short audio report on the day's winners and losers in the stock market. |
0:21.4 | The biggest one-day decline since 2010. |
0:24.2 | Subscribe to the Stock Movers report on Apple Podcasts, Spotify, or wherever you listen. |
0:32.3 | Bloomberg Audio Studios, Podcasts, Radio News. |
0:44.8 | Thank you. Audio Studios, Podcasts, Radio News. Single best idea, today were really interesting conversations. |
0:50.1 | John Farrow with the former vice president of the United States, Mr. Pence on his boss, Mr. Trump, |
0:56.6 | of a few years ago, and a lengthy conversation with the mayor of New York that was just electric about the tensions of the nation, |
1:03.6 | the tension of New York City with the Trump administration. |
1:07.7 | We did look at the equity markets and the cross-asset markets, Jeffrey U of BN.Y, |
1:12.4 | are really quite good. Visiting from London was Anders Sheets of Brown University and Morgan Stanley, |
1:19.3 | Anders Sheets on the moment at hand. I think what is challenging is that if we look at trying to |
1:24.5 | quantify that question, can we come up with indicators that give us a |
1:28.1 | better than average odds of thinking about short-term direction? I think what you find or what we've |
1:34.3 | found is that those indicators work well or better under fear, under extreme fear. Your previous |
1:41.6 | guest referred to kind of April 2nd. You can find signals that work |
1:46.1 | on average more often than not under extreme fear to give you short-term buy signals. It is very hard. |
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