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Bloomberg Surveillance

Single Best Idea with Tom Keene: Michael Darda & Cam Dawson

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 25 March 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 Michael Darda & Cam Dawson.

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

All right, if you're serious about investing, you need to know about public.com.

0:04.7

That's where you can invest in everything.

0:06.5

Stocks, options, bonds, crypto, you can even earn some of the highest yields in the industry.

0:11.4

Like the 6% or higher yield, you can lock in with a bond account.

0:14.9

Public is a FINRA registered SIPC insured platform that takes your investments as seriously as you do.

0:20.7

Fund your account in five minutes or less at public.com slash podcast. And get up to $10,000 when you transfer your old portfolio. That's public.com slash podcast. paid for it by public investing. All investing involves the risk of loss, including loss of principal. Brokridge services for U.S. listed registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc. Member Finra and SIPC. Cryptocurrency

0:41.0

trading services are offered by backed crypto solutions LLC. Complete disclosures available at public.com

0:45.5

slash disclosures. I'm Carolyn Beeler. And I'm Marco Werman. We're with the world, Public Radio's

0:51.6

leading global news program. We cover the biggest news events developing every day and give you the context you need to make sense of them.

0:59.8

And Carolyn, I also like our smaller stories, tales of discovery and human kindness, things that make us laugh.

1:05.4

Stories that kind of shrink our world and make us feel more connected.

1:09.6

Subscribe and listen every weekday to the world.

1:17.7

Bloomberg Audio Studios, Podcasts, Radio News.

1:30.9

Single best idea.

1:33.6

And just a little vignette into how we do the show.

1:40.2

The dirty secret is we do the show because our guests really like to come on.

1:47.8

That is the foundational thing we learned over two decades ago was if you make it fun and smart,

1:55.5

Jim Bianco will get up at 6 a.m. in California when he's on vacation to do the show.

2:02.4

And we really appreciate effort from Mr. Bianco like that and from so many others. Michael Darda,

2:08.6

not so strenuous this morning with Roth Capital, Michael Darta, on where we are now,

2:13.7

looking at the past, the good news of double digit in a new world. I think it's going to be really hard to maintain that double digit growth. I mean, if you just do a super basic Tom Keene scatter plot regression on forward PEs

2:23.7

in 10-year future returns, you know, coming into the year with the forward PE 22X, you know,

...

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