Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with New Century Advisors’ Claudia Sahm & Jurrien Timmer of Fidelity Investments. 

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.&nbsp;
In this episode, we feature conversations with New Century Advisors&rsquo; Claudia Sahm &amp; Jurrien Timmer of Fidelity Investments.&nbsp;
Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. 

Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. 

Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.&nbsp; Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.&nbsp;

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Single Best Idea with Tom Keene: Claudia Sahm & Jurrien Timmer

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d7b5854d-4570-4847-b213-b3ee0105980d/transcript

Featuring:
Cameron Dawson, Chief Investment Officer at NewEdge Wealth
Torsten Slok, Partner & Chief Economist at Apollo Management
Tom Doxey, Executive VP & CFO of Southwest Airlines

Featuring:
<ul>
<li>Cameron Dawson, Chief Investment Officer at NewEdge Wealth</li>
<li>Torsten Slok, Partner &amp; Chief Economist at Apollo Management</li>
<li>Tom Doxey, Executive VP &amp; CFO of Southwest Airlines</li>
</ul>

Bloomberg Surveillance TV: October 22nd, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b4ecaa8e-8f6d-49ad-abc2-b4eb010c5c9e/transcript

The latest in finance, economics and investment.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, November 22nd, 2026

Featuring:
1) George Noble, Managing Partner at Noble Capital Advisors, discusses the rising cost of capital and why he sees AI as a historic capital misallocation.
2) Dan Tannebaum, Partner at Oliver Wyman and Senior Fellow at the Atlantic Council, on the state of relations between Kyiv and Washington as Russia teases new peace talks.
3) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, examines the driving forces behind rising Treasury yields and record fixed income flows.
4) Gautam Mukunda, Lecturer at the Yale School of Management & Bloomberg Opinion Columnist, on voter sentiment as US midterm elections near.

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene &amp; Paul Sweeney Thursday, November 22nd, 2026
Featuring: 1) George Noble, Managing Partner at Noble Capital Advisors, discusses the rising cost of capital and why he sees AI as a historic capital misallocation. 2) Dan Tannebaum, Partner at Oliver Wyman and Senior Fellow at the Atlantic Council, on the state of relations between Kyiv and Washington as Russia teases new peace talks. 3) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, examines the driving forces behind rising Treasury yields and record fixed income flows. 4) Gautam Mukunda, Lecturer at the Yale School of Management &amp; Bloomberg Opinion Columnist, on voter sentiment as US midterm elections near.

Capital Costs Rise as Markets Eye Midterms

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6e93dde8-b33d-4861-a0bd-b4eb00db6ec9/transcript

Featuring:
Matt Stucky, VP & Chief Portfolio Manager: Equities at Northwestern Mutual
George Pollack, Senior Analyst: US Policy at Signum Global Advisors
Alicia Reese, Senior VP: Equity Research at Wedbush Securities

Featuring:
<ul>
<li>Matt Stucky, VP &amp; Chief Portfolio Manager: Equities at Northwestern Mutual</li>
<li>George Pollack, Senior Analyst: US Policy at Signum Global Advisors</li>
<li>Alicia Reese, Senior VP: Equity Research at Wedbush Securities</li>
</ul>

Bloomberg Surveillance TV: October 21st, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9e54f312-4aa0-460e-942f-b4ea010b4323/transcript

Single Best Idea with Tom Keene: Claudia Sahm & Jurrien Timmer

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