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Bloomberg Surveillance

Single Best Idea with Tom Keene: Bill Lee & Ellen Wald

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

41.1K Ratings

🗓️ 16 May 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 Bill Lee & Ellen Wald.

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

You're listening to an IHeart podcast.

0:05.2

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0:20.1

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0:21.8

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0:28.0

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0:34.3

slash trading. A lot of times big economic forces show up in our lives in small ways.

0:40.5

Four days a week, I would buy two cups of banana pudding, but the price has gone up, so now I only

0:45.7

buy one.

0:47.2

Small but important ways.

0:49.2

From tech billionaires to the bond market to, yeah, banana pudding, if it's happening in

0:53.9

business, our new podcast is on it.

0:56.1

I'm Max Chaston.

0:57.4

And I'm Stacey Vanek-Smith.

0:59.0

So listen to everybody's business on the IHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

1:07.9

Bloomberg Audio Studios.

1:10.2

Podcasts Radio News.

1:16.6

Single best idea on a Friday. We'll do it quickly. What a week. I mean, am I as exhausted as I was, what, three weeks ago, six weeks ago? I don't think so. But nevertheless, my head's spinning over the market reaction, over the worry about long-term yields. Just the reports of Japan midnight, 2 a.m. Eastern Time on their GDP, a negative statistic on GDP with some huge political ramifications.

1:47.1

I'd look for that. I think the trade negotiations, I'm guessing, I'm not predicting,

1:52.0

I'm guessing the trade negotiations with Japan and the United States will be absolutely fascinating.

1:58.9

Just look at the size of Toyota imports. Maybe not like the 70s

...

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