Single Best Idea with Tom Keene: Stuart Kaiser & John Sterling - podcast episode cover

Single Best Idea with Tom Keene: Stuart Kaiser & John Sterling

May 04, 20263 min
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Episode description

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

In this episode, we feature our conversation with Citi’s Stuart Kaiser, plus part of a 2024 chat with late New York Yankees Radio broadcaster John Sterling. 

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Transcript

Speaker 1

Bloomberg Audio Studios, Podcasts, radio News.

Speaker 2

Single Best Idea. What an interesting Monday. The headline started coming out guessing five point thirty this morning, and you know, the market was actually pretty constructive globally into the US morning, and all of that reversed with the headlines. It was absolutely nuts for ninety minutes to two hours as we digested back and forth headlines and all, and even as we tape single Best Idea, I'm sort of uncertain where we end up Monday afternoon, or for that matter, in June.

A lot of uncertainty out there. You saw on the tape today Stuart Kaiser Stop Buy from City Group. He does not long term investment, with much more trading strategies here on the short term. Stuart Kaiser of City I.

Speaker 1

Think from our perspective, it's very much the question you've been asking is who's buying and how are they buying? And do we think that they are sort of done buying. I think it is the interesting way of thinking of it, because if you think of late January, institutional investors and retail, we're so so bullish this market, so so long in

this market, we're not quite there yet. But I think we're working our way back to those levels of bullishness, and when that happens, I do think those are times you need to be a little bit cautious because the buying has been frenzied and it does feel like we're kind of middle to late innings in it at this point. In the US.

Speaker 2

Stuart Kaiser and his long term, which is two three four weeks maybe to get into June. He's with Trading Strategy. It's City Group. Alexis christoffers and Paul Sweeney just said, Tom, you have to do this. Our conversation with John Sterling from two years ago. John Sterling has died at eighty seven. He is the legend of the New York Yankees.

Speaker 3

You know, Mel Staudenmayer, the pitching coach, used to go to the mound when the guy was in this final inning and Mel would say, empty the tank. My tank is emptied. And all the wonderful things have said about me, my goodness, that makes you feel so good. But as far as I'm being as truple as I can, as far as the passion or the energy or the stamina, that's all inside of me. And I never thought I was setting records by broadcasting a game after game empty.

It was just what I did for a living and how I supported my family and also something I love doing. So you know what a lucky person I am.

Speaker 2

John Sterling did at eighty seven. We thank Paul Sweeny and Alexis Christopherus for their thoughts there, and they are dreaded New York Yankees. On a podcast. We're on Apple and Spotify, on YouTube podcasts, it's single best idea

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