

Single Best Idea with Tom Keene: Julian Emanuel & Ethan Bronner
Feb 5, 2025
Explore the latest trends in equity markets and the growing influence of AI on corporate strategies. Discover how geopolitical tensions in the Middle East are shaping American investments amid a humanitarian crisis. Plus, gain insights on optimizing business management with innovative solutions while prioritizing mental health, highlighting the benefits of therapy for personal growth and relationship improvement.
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Episode notes
Market Wisdom
- Julian Emanuel, at Evercore ISI, offers wisdom on equity markets.
- He connects Ed Hyman's economic expertise with his own views on major market players.
AI Adoption Acceleration
- Corporate America's adoption of AI is expected to accelerate.
- This acceleration is likened to the early 90s internet adoption in businesses.
Middle East Coverage
- Ethan Bronner provides coverage of Middle Eastern events.
- This includes new American administration diplomacy and discussions with Jordan, Egypt, and President Trump.