Bloomberg Surveillance Single Best Idea with Tom Keene: Chris Grisanti & Cameron Dawson
Jan 27, 2026
A lively breakdown of fixed income and asset allocation trends. A deep dive into value investing when market multiples are high. Early earnings season discussion and why growth beats are tracking expectations. Analysis of why markets react only moderately to earnings surprises.
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Don’t Sit Out A Continuing Rally
- Participate in the market even amid bubble concerns because profits can accrue while momentum continues.
- Avoid sitting on the sidelines if you accept the risk of a potential eventual stop in the rally.
Value Investor Embraces Hot Names
- Chris Grisanti, a self-described value investor, admits he finds NVIDIA to be a value stock given current earnings momentum.
- He compares the present stretch to the late 1990s where building a bubble still produced big gains.
Market Feels Like Musical Chairs
- Chris Grisanti argues the market feels like musical chairs where many expect the music to stop but it may keep playing for another year or two.
- He warns a bubble could form yet says there’s lots of money to be made while it continues.