Bloomberg Surveillance Single Best Idea with Tom Keene: Peter Trubowitz & David Bahnsen
Mar 3, 2025
Discover how global political dynamics shape investment strategies. Delve into the hot debate over share buybacks versus dividends. Unpack the influence of government officials on the financial landscape. The conversations promise intriguing insights into the intersection of economics and politics.
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Rubio's Future as Secretary of State
- Tom Keene believes Marco Rubio won't last long as Secretary of State.
- Rubio appears uncomfortable pivoting from previous stances on the war in Ukraine.
Share Buybacks vs. Dividends
- David Bahnsen discussed share buybacks versus dividends.
- He argues share buybacks don't actually return capital and compound risk, unlike dividends.
Apple's EV Project
- David Bahnsen cited Apple's $8 billion electric vehicle project as an example of wasteful spending.
- He suggests returning dividends could prevent such expenditures.