Single Best Idea with Tom Keene: Ed Yardeni & Brad Case
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 8 July 2025
⏱️ 5 minutes
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Summary
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Ed Yardeni & Brad Case.
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 | This is an IHeart podcast. |
| 0:04.3 | The data that matters for your investments. |
| 0:07.1 | There's the banks across the border gaining. |
| 0:09.3 | And analysis on the companies making news on Wall Street. |
| 0:12.5 | Invidia? |
| 0:13.1 | Once again, the top dog. |
| 0:14.5 | Tesla's really taking a hit this morning. |
| 0:16.3 | Listen to the Stock Movers Report from Bloomberg. |
| 0:19.2 | Wind and solar stocks on the move. |
| 0:21.5 | It's your short audio report on the day's winners and losers in the stock market. |
| 0:25.8 | The biggest one-day decline since 2010. |
| 0:28.6 | Subscribe to the Stock Movers Report on Apple Podcasts, Spotify, or wherever you listen. |
| 0:37.1 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 0:48.0 | A single best idea, and we could have done five single best ideas today, just a brilliant |
| 0:53.5 | day, particularly for discussion of the stock market, to use a phrase that's antiquated. |
| 1:00.1 | Amy Wu-Silverman was brilliant on derivative strategy. Joe Mozilla, Charles Schwab, maybe the best interview we've ever done with them. |
| 1:07.6 | He was just outstanding on the flows that are going on out there |
| 1:12.3 | right now. And this whole battle between the unknown unknowns, much of it coming out of our |
| 1:17.4 | politics, and the idea of retail versus institutional, just a great, great day for equity study. |
| 1:24.6 | We started strong with Edward Yardinney in October of, I believe it was |
| 1:29.9 | 2022. Ed Yardini and separately Ralph Ancompor said, get on board. It is a new bull market. |
| 1:38.3 | Ed Jardini reaffirm that today. I have been recommending overweeting the U.S. since 2010, and it's worked out extremely well, |
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