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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Admiral James Stavridis & Michael Shaoul.

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- Rob Casey, Signum Global Advisor Partner & Senior Analyst
- Mohamed El-Erian, Queens' College Cambridge
- Ryan Petersen, Flexport CEO

Rob Casey of Signum Global Advisors predicts, "In the house, Donald Trump is king. They are going to take their shots not from Mike Johnson or anybody else." Mohamed El-Erian of Queens' College Cambridge says this is a time when US dominance of the global system will "increase both for positive reasons and negative reasons." Ryan Peterson of Flexport says, "we have seen this movie before" as Trump vows to increase tariffs in his next presidency.

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Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 8th, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:

• Michael Shaoul, Portfolio Manager at Ion Asset Management, discusses commodity pricing, and how investors are pricing in the jobs report, the Fed, and a second Trump admin
• Jessica Taylor with Cook Political Report on House/Senate races and Trump's transition team
• James Stavridis, Bloomberg Opinion columnist and former Supreme Allied Commander of NATO, on his new Opinion column on what a Trump administration means for NATO and
• Lisa Mateo on newspapers

See omnystudio.com/listener for privacy information.