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Bloomberg Surveillance

Single Best Idea with Tom Keene: Stephanie Baker & Edward Morse

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 19 February 2025

⏱️ 5 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 Stephanie Baker & Edward Morse.

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

Get your daily market preview on projected stock updates, monetary policy decisions, and key results in statistics that may impact your trading.

0:08.2

Schwab Market Update is an original podcast from Charles Schwab.

0:11.7

Listen today at Schwab.com slash market update podcast or wherever you get your podcasts.

0:19.1

Bloomberg Audio Studios. Podcasts, Radio News.

0:28.6

Single Best Idea, what an eclectic day of conversations.

0:34.5

Thank you so much for the feedback as well. Particularly thank you for the

0:38.4

feedback that I wasn't wearing a bow tie today. I wasn't because the dog bit me and I had my

0:43.7

thumb and I literally couldn't tie the bow tie with a band-aid on the thumb. But, you know, we'll do that

0:48.1

tomorrow. We'll get better here in the next couple days. What a difficult choice to give you two

0:52.6

featured comments. Mike Mayo with us on banks,

0:55.5

on fire about Citigroup turning to a positive. Any number of other guests, Gina Martin Adams,

1:00.7

I thought was really quite strong. Robert Schiffman suddenly, we literally on a moment's notice,

1:05.5

got him, brilliant on Apple's cash, and then you subtract their debt, and that's net cash.

1:12.9

It was really interesting to see that, given the continued free cash flow that Apple has.

1:18.4

On all that's going on in Europe, there's no one better than Stephanie Baker.

1:22.2

Punishing Putin is her book.

1:23.5

It's had a huge response, particularly in her London, in her Europe.

1:28.3

Here is Stephanie Baker on the moment at hand.

1:32.5

It's a real worry.

1:33.3

You know, the Biden administration's policy towards Russia of isolating Russia

1:36.9

imposing harsh sanctions on Russia had its flaws.

1:41.5

But at this point, you know, right before Trump came into office, the sanctions

...

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