Single Best Idea with Tom Keene: Stephanie Roth & Michael Darda
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 August 2025
⏱️ 7 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 & Michael Darda.
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 | Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg. |
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| 1:19.9 | Single best idea, and the single best idea is in doing this for decades, plural. |
| 1:23.4 | This has been one of the most extraordinary weeks. |
| 1:26.4 | And what you do, it's a blur, folks. |
| 1:28.2 | I mean, just to give you a little vignette here, |
| 1:35.0 | Cy Benson's in my ears constantly with my headphones on, literally telling me what the next thing is, tick by tick by tick, because Paul and I are looking at eight things going on in real time, |
| 1:41.3 | and we can't keep track of like, what's's next or what's out three things or that. |
| 1:46.9 | And with the quality of the conversations that we had this week, given this amazing news flow, |
| 1:53.4 | culminating in all the tariff announcements today and in this jobs report, it's just the privilege of these conversations. |
| 2:00.8 | And you remember one single sentence out there. |
| 2:05.8 | Here's the sentence of the week, and it's from Lyle Braynard, the vice chairman of the Fed, |
| 2:10.3 | thrilled that she could join us from Harvard. |
| 2:12.6 | And Dr. Brainer said simply, they want to bring in revenue. And that was a single, I'm not saying I agree |
| 2:21.2 | that that's a public policy with tariffs, but at half a trillion or 400 billion, whatever the |
... |
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