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Single Best Idea: Schmieding & Yardeni

Single Best Idea: Schmieding & Yardeni

Bloomberg03-04-2025

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Holger Schmieding & Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Cathie Wood names the one stock she values above all others
Cathie Wood names the one stock she values above all others

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  • Miami Herald

Cathie Wood names the one stock she values above all others

While the stock market has certainly seen its share of ups and downs over the year, any investor will tell you that 2025 has been unique in terms of volatility. After all, it's not every year that a president introduces tariffs of such a sweeping nature as President Donald Trump did this April. While Trump had certainly talked about his plan for tariffs in the past, seeing the actual numbers sent people into a tizzy. Don't miss the move: Subscribe to TheStreet's free daily newsletter The market took a sharp drop at first as concerns about economic impact boiled, but as Trump softened on some of his original stances and placed a 90-day pause on tariffs to allow time for negotiation with other countries, it slowly began to recover its footing. Related: Jim Cramer says these hot new stocks are ones to watch Investors have been understandably shaken over the uncertain landscape, wondering if they should hold their cards or dump stocks that might be badly battered should the worst of Trump's tariffs go into effect. Many are looking to stock market experts in hopes of getting some advice about the situation, and in a new interview, Ark Invest's Cathie Wood did just that. Image source: Fallon/Getty Images During an interview with Steven Bartlett for his YouTube series Diary of a CEO, Wood was asked if she could invest in any one stock right now what her pick would be. "Ok, well I have to give you our top pick," Wood said. "It would be Tesla (TSLA) if I had to give you one stock." More AI Stocks: Wall Street veteran doubles down on PalantirAnalysts double price target of new AI stock backed by NvidiaOpenAI teams up with legendary Apple exec Wood paused before going on to explain her reasoning. Related: Shark Tank's Kevin O'Leary has a bold take on Trump-Musk feud "Because think about it," she said. "It is a convergence among three of our major platforms: robots, energy storage, AI." "And it's not stopping with robotaxis. There's a story beyond that with humanoid robots. And our $2,600 number has nothing to do with humanoid robots. We just thought it would be an investment period ... but I think he's going to start generating not only productivity gains internally, but revenues from humanoid robots," Wood said. While Tesla CEO Elon Musk has been subjected to a lot of criticism as of late between his involvement with President Donald Trump, DOGE, and his neglect of Tesla because of it, Wood seemed unphased by it all, calling him a "genius of our time." "I think he's the Thomas Edison of our age in terms of his innovative ingenuity," Wood said. "And I also think, having met him a number of times, I think he's a very good person. He wants to do the right thing. If I had to say one thing about him, he wants to do the right thing to transform the lot of most of humanity." Wood went on to address the backlash Musk has gotten in terms of Tesla owners who have sold their cars or otherwise become publicly critical of Tesla. "Tesla, you know, was an environmental move," she said. "Which I think a lot of people attacking his cars, who are, you know, very supportive of the environmental movement, they've forgotten [about him] sending a rocket to Mars with humanoid robots and ultimately people he thinks will transform life on earth as well." "Because what we've learned from space history and material science and technologies that help us break through into these very difficult problems to solve is going to help us here on earth." Related: Surprising Trump, Musk rift worsens a huge Tesla problem The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.

New to The Street's Documentary Specials Break Records: IMG Academy Surpasses 126,000 Views in Just 12 Days
New to The Street's Documentary Specials Break Records: IMG Academy Surpasses 126,000 Views in Just 12 Days

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New to The Street's Documentary Specials Break Records: IMG Academy Surpasses 126,000 Views in Just 12 Days

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Dragon Capital Releases Vietnam, Asia's Ascending Dragon – A Film by David Stevenson, the Influential Adventurous Investor
Dragon Capital Releases Vietnam, Asia's Ascending Dragon – A Film by David Stevenson, the Influential Adventurous Investor

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Dragon Capital Releases Vietnam, Asia's Ascending Dragon – A Film by David Stevenson, the Influential Adventurous Investor

Exploring Vietnam's Economic Transformation and Investment Potential HO CHI MINH CITY, Vietnam, June 09, 2025 (GLOBE NEWSWIRE) -- Dragon Capital is pleased to announce the release of Vietnam, Asia's Ascending Dragon, a compelling new film by renowned financial journalist and commentator David Stevenson. In this insightful documentary, Stevenson travels to Vietnam to examine the nation's remarkable evolution since Đổi Mới 1.0 and explores what lies ahead as Đổi Mới 2.0 takes shape. With a population of over 100 million, a dynamic economy, and rapid growth, Vietnam stands at a pivotal moment—can it escape the middle-income trap and ascend to the next stage of development? Stevenson engages with influential asset managers, corporate leaders, and financial experts to uncover the opportunities and challenges facing this fast-emerging market. The film offers a unique perspective on Vietnam's economic trajectory, investment landscape, and the structural reforms driving its future. Now available on YouTube: For further information or interview requests, please contact: Rachel Hill+44 (0) 797 121 4852rachelhill@ Thuy Anh Nguyen+44 (0) 788 588 6492thuyanhnguyen@ Steven Mantle+44 (0) 755 370 1237stevenmantle@ Jefferies International LimitedStuart Klein+44 (0) 20 7029 h2RadnorIain Daly+44 (0) 20 3897 1830idaly@ About Dragon CapitalDragon Capital Group is Vietnam's largest independent asset manager, with over $5.5 billion in assets under management and a 30-year track record of pioneering the country's capital markets. As a 65% employee-owned firm, we serve a distinguished client base, including high-net-worth individuals, family offices, pension funds, and sovereign wealth funds. Our flagship funds—Vietnam Enterprise Investments Limited (VEIL), a London-listed closed-end fund with $1.8 billion AUM, and Vietnam Equity (UCITS) Fund (VEF), the first actively managed UCITS fund in Vietnam—reflect our commitment to long-term, high-conviction investing. Backed by Vietnam's largest equity research team and our proprietary IRIS platform, we focus on quality growth, strong governance, and sustainable returns. About David StevensonDavid Stevenson is a prominent financial journalist, best known for his Adventurous Investor column in the Financial Times. A seasoned commentator, keynote speaker, and author, he has moderated major investment forums and serves on several London-listed investment trusts. With a background spanning BBC production, fintech entrepreneurship, and fund governance, Stevenson brings a unique perspective to global markets. A video accompanying this announcement is available at in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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