Bloomberg Surveillance Single Best Idea with Tom Keene: Seema Shah & Greg Boutle
May 30, 2025
Delve into the dynamics of today's financial markets, where presidential tweets can sway trends. Discover innovative investment strategies, including options writing and macro hedges, designed to minimize risks. Insights into asset classes and market behavior reveal how to optimize returns and embrace flexibility. Tune in for a deep dive into the art of market hedging and the benefits of owning optionality, all while exploring exciting new products like those from Colgate.
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Power of Bloomberg Launchpad
- Bloomberg Launchpad software offers traders real-time customizable data across multiple asset classes.
- It enables quick reactions to market events, such as presidential tweets affecting currencies like the Turkish lira.
Persistent Interest in Big Tech
- Investors in both the UK and the US remain deeply interested in big tech stocks despite recent volatility.
- They are searching for buying opportunities and dips rather than abandoning the sector entirely.
Strategic Hedging With Options
- Focus hedging strategies on macroeconomic risks rather than individual stock risks.
- Using options like writing calls can provide downside protection and add to returns without naked short selling risks.