

Single Best Idea with Tom Keene: Stephanie Baker & Edward Morse
Feb 19, 2025
Get ready for a deep dive into the financial landscape with insights on Citigroup's comeback and Apple's curious cash flow situation. Explore the geopolitical implications of Biden's sanctions on Russia, and what a potential Trump return could mean. The conversation also highlights the pivotal role of energy resources in shaping American foreign policy and speculates on future investments in this ever-changing environment.
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Sanctions on Russia
- Biden's policy of isolating Russia with sanctions had flaws.
- Trump's potential sanctions relief could allow Putin to regroup and re-attack Ukraine.
Energy Dominance as Soft Power
- America's energy dominance is a tool of soft diplomacy, not a weapon.
- This influence is exerted through LNG exports and promoting natural gas.