
Single Best Idea With Tom Keene: Jason Trennert and Sir Mark Rowley
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“When the rest of the markets slow down, the futures market keeps moving. Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity?”From the transcript
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversations with Jason Trennert from Strategas Securities and London Metropolitan Police Commissioner Sir Mark Rowley
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Bloomberg Surveillance — Single Best Idea With Tom Keene: Jason Trennert and Sir Mark Rowley. Machine-transcribed; use the interactive transcript above to jump the player to any line.
When the rest of the markets slow down, the futures market keeps moving. Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? In the ETF markets, volume and liquidity lessons after 4 p.m. until the next morning. But with futures, you get trading opportunities both day and night. Learn more at cmegrope.com slash equity futures. So there's a lot of noise about AI, but times too tight for more promises. So let's talk about results. At IBM, we work with our employees to integrate technology right into the systems they need. Now, a global workforce of 300,000 can use AI to fill their HR questions, resolving 94% of common questions. Not noise. Proof of how we can help companies get smarter by putting AI where it actually pays off. Deep in the work that moves the business. Let's create smarter business. IBM. If you follow markets, you know the value of long-term thinking.
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Single best idea. It's going to write to a Jason Trennerd, where this was strategic research partners. He and his team, looking at the qualities to stay in the market, and one of them is all the different products that are out there and that will be. Jason Trennerd, on private equity, and private credit. I think the problem with the private assets, of course, is the opacity, which also tends to be the attraction for a lot of pensions and diamonds and foundations, because it seems less volatile, although it's not. But based on experience, I would say that there's probably going to be more problems. That's only because Wall Street is great at finding ways, very creative ways to extend credit to marginal players, and it usually works out worse than people thought. Jason Trennerd, strategic research partners, what a joy to have an entourage come in today from London. He is Sir Mark Rowley, he's the commissioner of the head of the London Police Operation
with wonderful heritage, back to being a constable in the Midlands, ages ago, one of the big distinctions of America and the United Kingdom are the number of cameras. Mark Rowley, Sir Mark, 940,000 cameras. The cameras are fantastic, and so what they do is, so we have, how about this, our homicide solved rate, over 95% of cases we solve. That's where above American cities. That's partly about technology, it's partly about great detectives. The facial recognition stuff we've worked hard to make sure we're using it ethically and carefully. We're showing the public the results of the subdanger sex offenders and the wanted people we're taking off the streets. We've got 85% for that support, so I think we can, in policing, make the best use of modern technology. We shouldn't be scared of it. But he's going to be thoughtful and clever about it, because if you misuse it, you'll break that trust. The thing I'm most proud of what we're doing in London, trust in the police is going up. Even in this world where trust in the state is so challenged and there's hostile states
trying to undermine it. And all of this difficult polarized dialogue, trust in the metty's going up because of the policing we're doing. Sir Mark Rowley, with us, of course, with the London police, he made clear, Eston Vila has a certain charm in the Premier League versus my tuts. When the rest of the markets slow down, the futures market keeps moving. Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? In the ETF markets, volume and liquidity lessons after 4 p.m. until the next morning. But with futures, you get trading opportunities both day and night. Learn more at CME Group.com slash equity futures. So there's a lot of noise about AI, but times too tight for more promises.
So let's talk about results. At IBM, we work with our employees to integrate technology right into the systems they need. Now, a global workforce of 300,000 can use AI to fill their HR questions, resolving 94% of common questions. Not noise. Proof of how we can help companies get smarter by putting AI where it actually pays off. Deep in the work that moves the business. Let's create smart to business. IBM. For many men, mental health challenges aren't recognized until they've already taken a toll. Work pressure, financial stress, changing relationships, and traditional expectations around masculinity can quietly wear men down. Often without clear warning signs, in season 3 of the Visibility Gap, Dr. Guy Winch and his guests explore how these pressures show up, how to spot them earlier, and how men can access meaningful support. Listen to the new season of the Visibility Gap, a podcast presented by Signal Healthcare. If you follow markets, you know the value of long-term thinking.
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