Bloomberg Surveillance Single Best Idea with Tom Keene: Ben Laidler & Charles Kantor
6 snips
Jun 9, 2025 Dive into the current state of equity markets and discover a bright outlook on international investments. Explore Brazil's vibrant R&D scene and how the 'Magnificent Seven' companies are using their resources to enhance AI growth. Gain insights into upcoming inflation reports and their potential ramifications on finance. The conversation is filled with optimism and strategic thinking, showcasing unique investment opportunities and the importance of a holistic portfolio approach.
AI Snips
Chapters
Transcript
Episode notes
Rest of World Offers Value
- Ben Laidler sees better risk-reward outside the U.S. with growth, rate cuts, and cheap valuations supporting rest-of-world markets.
- He views the U.S. as oversized and stable but predicts more average 10% returns compared to other markets' outperformance.
Brazil's Inexpensive Market Potential
- Brazil is highlighted as an exceptionally inexpensive market with significant potential upside.
- This view aligns with Bradesco's Latin American perspective and suggests untapped opportunity.
Magnificent Seven's Massive Investment
- The Magnificent Seven companies invest heavily in R&D and CapEx, surpassing entire sectors.
- This massive investment underpins their strong future optionality and leadership in AI and innovation.