Bloomberg Surveillance Single Best Idea with Tom Keene: John Stoltzfus & Katy Kaminski
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Sep 26, 2025 Tom Keene dives into the ever-shifting market backdrop, touching on government shutdown talks and intriguing sports distractions. John Stoltzfus reveals the critical distinction between traders and long-term investors, emphasizing the strength of equities over time. Katy Kaminski details the math behind trend-following strategies and their role in managing market volatility. The discussion also highlights the challenges quants face during market shocks and reflects on the historical roots of trend-following practices.
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Invest For Retirement Goals
- Preserve or improve your standard of living by focusing on retirement-oriented investing.
- John Stoltzfus advises tailoring allocations for long-term retirement goals rather than short-term trading.
Match Strategy To Investment Horizon
- Distinguish investor horizons before acting in markets and choose strategies that match your time frame.
- John Stoltzfus notes long-term investors typically benefit from equities over many periods despite cycles.
Economists Versus Market Strategists
- Different experts view markets through distinct lenses: economists focus on macro, strategists on sectors and revenue.
- Tom Keene contrasts Ed Yardini's economic view with John Stoltzfus's market-and-sector focus.