Single Best Idea with Tom Keene: Nancy Tengler & Craig Brandon
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 9 September 2025
⏱️ 4 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 Nancy Tengler & Craig Brandon.
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 | When the rest of the markets slow down, the futures market keeps moving. |
| 0:04.9 | Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? |
| 0:12.0 | In the ETF markets, volume and liquidity lessens after 4pm until the next morning. |
| 0:17.1 | But with futures, you get trading opportunities both day and night. |
| 0:21.1 | Learn more at CMEgroup.com slash equity futures. |
| 0:43.0 | Bloomberg Audio Studios, Podcasts, Radio News. A single best idea on a huge economic day. |
| 0:43.5 | Thank you. |
| 0:45.6 | The revisions were just something. |
| 0:50.9 | Scarlet Fu and I at 10 a.m. doing that dovetailing it around that key appointment. |
| 0:51.8 | A worse number. |
| 0:55.6 | You really wonder what the politics will be on that more than the jobs. I guess we're 25 basis points for the Fed meeting, some people alluding to 50 basis |
| 1:00.6 | points. There's this CPI information coming out here this week that maybe will, again, once again, |
| 1:07.5 | royal the markets, we'll have to see on that. Joining us this morning was Nancy Tangler of |
| 1:13.3 | Laffer Tangler. She was just brilliant and the courage to be in the market. She is a bull. |
| 1:19.1 | We talked to her about the view forward. I think they're doing a lot of things correctly, |
| 1:24.9 | but I hate this takeover of private sector companies. And Dr. Laffer's come out and said, |
| 1:30.9 | well, if anyone can do it, it's President Trump. And that may well be, but I think it's bad precedent. |
| 1:35.4 | And I think they're, they're overstepping the executive. Then respond to the gloom crew that says |
| 1:40.8 | there'll be a jump condition where the smooth curves of our equity bullishness |
| 1:45.6 | break. How do you invest, given the shock potential of a Trump policy gone wrong? |
| 1:53.0 | Well, we'll do what we did in April. We'll buy more. So we were, you know, we were stepping in |
| 1:58.7 | on April 3rd, April 1st, end of March, because you see |
... |
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