Single Best Idea with Tom Keene: Priya Misra & Ellen Zentner
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 7 March 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 Priya Misra & Ellen Zentner.
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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| 1:05.8 | Single best idea after one of the most exhausting weeks in decades and decades. |
| 1:08.5 | I'm not going to bore you with what's happened here. |
| 1:12.3 | You can do your own look back on how you perceive this week in economics, finance investment, truly in international relations. One of our stellar guests |
| 1:18.4 | on this job stay Friday just said simply, it's a revolution of finance in Japan and across |
| 1:25.0 | Europe and of course particularly with the leadership of Germany. |
| 1:28.5 | This after all the uproar of Ukraine, there was a tweet late in the show this morning from |
| 1:33.4 | the president of the United States. |
| 1:35.9 | By the time you listened to the single best idea today, I don't know where we are. |
| 1:40.4 | What I do know is we had Priya Misra with us with J.P. Morgan. |
| 1:44.1 | She was just wonderful, synthesizing this all into what price and yield will do. Here is Priya Mizra on this jobs day. So I know cash feels good because you get that 4% yield. Here's what cash will not do for you is give you any diversification |
| 2:02.2 | benefit. So that's why we've been seeing inflows into fixed income, but you just have to look at |
| 2:06.8 | price action, whether it was deep seek Monday or tariff Tuesday, I guess tariff Wednesday, Thursday as well, |
| 2:12.7 | or today if you get a weaker payroll report and risk acid struggle because, you know, the president said little discomfort. |
| 2:21.1 | I mean, I think some of us might be feeling a little more than that. |
... |
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