Single Best Idea with Tom Keene: Dan Ives, George Saravelos, and Victoria Fernandez.

Tech earnings are heating up with insights on Apple, Microsoft, and NVIDIA, sparking optimism about Apple's AI future. Experts provide valuable market analyses, discussing the impact of tariffs from the new administration and how weather can influence finance in Houston. The dialogue emphasizes strategies for asset allocation while navigating the shifting risk premiums in the current economic landscape.