Single Best Idea with Tom Keene: Claudia Sahm & Adam Posen
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 May 2025
⏱️ 7 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 Claudia Sahm & Adam Posen.
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 | Trading Eschwab is now powered by Ameritrade, bringing you an expanding library of education with even more ways to sharpen your trading skills. |
| 0:08.2 | Access new online courses, insightful webcasts, articles, engaging videos, and more all curated just for traders. |
| 0:16.4 | Plus, guided learning paths with content designed to fit your unique interests. |
| 0:26.8 | No sifting to find exactly what you need so you can spend your time learning to trade brilliantly. |
| 0:33.5 | Learn more at Schwab.com slash trading. Is this a negotiation or the new rules at a game? It could be either. |
| 0:38.3 | It is up to the president how he wants to negotiate. A deal is going to be made with China. Nothing's over yet. |
| 0:39.3 | There's been a lot of confusion up to now. |
| 0:41.3 | A 90-day pause is not an eradication. |
| 0:43.3 | Where is this leading to? |
| 0:45.3 | Trust Bloomberg Television for all the context and clarity you need as the tariff and global economy story evolves. |
| 0:51.3 | This year's bear case very quickly becoming the base case. Nobody covers tariffs |
| 0:56.0 | like Bloomberg Television. |
| 0:58.0 | Context changes everything. |
| 1:02.8 | Bloomberg Audio Studios. |
| 1:04.9 | Podcasts, Radio News. |
| 1:13.9 | A single- idea after an emotional month, we're deep into May, and after an emotional |
| 1:20.2 | week, and here with the jobs report, doing better than good all and all, major shout |
| 1:24.8 | out to Anna Wong of Bloomberg Economics, who certainly had a huge |
| 1:29.2 | part of that buoyancy to the job market, the trend up near here 160 and whether it's 173-month |
| 1:36.5 | moving average, $155,000, and the stock market reacting to it, at least here on a Friday, |
| 1:42.9 | as we tape at this moment. But in amongst it |
| 1:46.2 | with some tension, it's always good to speak to people world acclaimed for their academics. |
... |
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.