Bloomberg Surveillance

Single Best Idea with Tom Keene: Jim Bianco & Scott Ladner

Aug 14, 2025
Explore the evolving wireless market with insights on Mint Mobile’s pricing strategy. Dive into the complex relationship between interest rates and inflation, including warnings against lowering rates too soon. Discover how inflation and AI are shaping youth development, raising concerns about critical thinking in an increasingly automated world.
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INSIGHT

Fed Rate Neutrality Warning

  • Jim Bianco argued current Fed funds near neutral despite calls for big cuts.
  • Cutting rates sharply now risks rekindling inflation rather than spurring sustainable growth.
INSIGHT

Market Reaction To Rate-Cut Talk

  • Tom Keene highlighted confusion after Treasury comments suggesting large rate cuts.
  • Market models and Fed realities can diverge, producing heated market reactions.
ANECDOTE

Early Call On Resilient Inflation

  • Jim Bianco recalled his earlier lonely call predicting resilient inflation.
  • His prior warning proved timely as inflation persisted into the following period.
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