Bloomberg Surveillance Single Best Idea with Tom Keene: Abby Joseph Cohen
Jul 30, 2025
Discover the transformative potential of artificial intelligence in enhancing business operations and driving growth. Delve into how significant economic events influence market dynamics and productivity's crucial role amid financial instability. Explore the prospects of a bull market in 2025 while weighing the associated risks of current valuations. Learn how tools from Siemens and financial backing from PayPal can empower businesses to leverage AI for increased efficiency and expansion.
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Productivity Drives Wealth Growth
- Long-term economic and personal wealth growth depends heavily on productivity.
- National investment in science and technology has declined, harming future productivity.
Bull Market and Volatility Risks
- The current bull market is legitimate but valuations are not very attractive.
- Markets priced for perfection increase volatility risks both up and down.