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

In this episode, we feature our conversations with Berenberg’s Holger Schmieding & Dan Skelly of Morgan Stanley. 

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 our conversations with Berenberg&rsquo;s Holger Schmieding &amp; Dan Skelly of Morgan Stanley.&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: Holger Schmieding & Dan Skelly

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/604fa2ed-6e8b-436f-b5ff-b3f401050b9f/transcript

Featuring:
Ed Yardeni, President, Founder & Chief Investment Strategist at Yardeni Research
Terry Haines, Founder of Pangaea Policy
Momei Qu, Managing Director: PSP Growth at PSP Capital Partners

Featuring:
<ul>
<li>Ed Yardeni, President, Founder &amp; Chief Investment Strategist at Yardeni Research</li>
<li>Terry Haines, Founder of Pangaea Policy</li>
<li>Momei Qu, Managing Director: PSP Growth at PSP Capital Partners</li>
</ul>

Bloomberg Surveillance TV: February 17th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/79d33bce-43cc-4387-94aa-b3f401112f95/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 SweeneyTuesday, February 17th, 2026
Featuring:

1) Dan Skelly, Head of Market Research & Strategy at Morgan Stanley Wealth Management, talks AI capex expansion and valuation pressures.
2) Holger Schmieding, Chief Economist at Berenberg, discusses the geopolitical risks lingering over global markets.
3) Libby Cantrill, Managing Director & Head of Public Policy at PIMCO, examines growing congressional pushback to the Trump Administration's policy agenda.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Goldman Sachs planning to remove DEI criteria for board members, and a New York Post story on Costco launching new mobile ordering options.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.Bloomberg Surveillance hosted by Tom Keene &amp; Paul SweeneyTuesday, February 17th, 2026 Featuring: 1) Dan Skelly, Head of Market Research &amp; Strategy at Morgan Stanley Wealth Management, talks AI capex expansion and valuation pressures. 2) Holger Schmieding, Chief Economist at Berenberg, discusses the geopolitical risks lingering over global markets. 3) Libby Cantrill, Managing Director &amp; Head of Public Policy at PIMCO, examines growing congressional pushback to the Trump Administration's policy agenda. 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Goldman Sachs planning to remove DEI criteria for board members, and a New York Post story on Costco launching new mobile ordering options.

Bond Bulls Emerge as Risk-Off Sentiment Builds

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/37d1d69a-48fc-4063-8520-b3f400f1ee87/transcript

Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings by corporate treasuries. We explore how PNC Bank, one of the first movers in this space, has been expanding access to crypto and the challenges it has had to overcome.

This episode is sponsored by Coinbase.

Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings by corporate treasuries. We explore how PNC Bank, one of the first movers in this space, has been expanding access to crypto and the challenges it has had to overcome.
This episode is sponsored by Coinbase.

Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/44182886-60f8-4e7e-b899-b3f00139fe3f/transcript

Single Best Idea with Tom Keene: Holger Schmieding & Dan Skelly

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