Single Best Idea with Tom Keene: Stephanie Roth & Libby Cantrill
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 22 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 Stephanie Roth & Libby Cantrill.
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 | A warming planet, complex geopolitics and fierce competition means business operations are under more scrutiny than ever before. |
| 0:08.4 | Returning to Singapore this July, the Bloomberg Sustainable Business Summit is uniting leaders and investors to explore how sustainability efforts can bolster resilience and mitigate risk. |
| 0:19.0 | Summit advisor Bangkok Bank presenting sponsor Schneider Electric |
| 0:22.7 | supporting sponsor Fraser's property. |
| 0:25.2 | Learn more at Bloomberg Live.com |
| 0:27.0 | slash SBS-Syshirepor. |
| 0:32.1 | Bloomberg Audio Studios |
| 0:34.2 | Podcasts Radio News. |
| 0:37.1 | News. |
| 0:45.1 | A single best idea. |
| 0:51.4 | The single best idea in July is to avoid the summer doldrums and focus. |
| 0:52.7 | You can focus on reading. |
| 0:56.3 | You can focus on some of the conversations that we have. |
| 1:01.7 | I just finished my book of the summer, Ken Rogoff's, Our Dollar, Your Problem, Adam Posen with us today. |
| 1:07.3 | Off of that, a great seminar coming up in September with Ken Rogoff at the Peterson Institute. But there's a lot to think about and talk about even in the 85 and 90 degree heat. |
| 1:14.2 | So let us get started. |
| 1:15.6 | Stephanie Roth at Wolf Research, Optimistic Q3, Optimistic Q4, a real change in tone to a better |
| 1:23.3 | economy. |
| 1:24.3 | Here's Stephanie Roth. |
| 1:25.5 | I mean, this has been a difficult backdrop to forecast, but I have conviction that Q3 could |
| 1:30.5 | be okay and then Q4 could start getting better. And the reasons are we're currently now absorbing |
| 1:35.3 | the tariff impact. That should take a couple of months. Which was an unknown unknown. |
... |
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