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Bloomberg Surveillance

Single Best Idea with Tom Keene: Alicia Levine & John Mowrey

Bloomberg Surveillance

Bloomberg

Investing, Business News, News, Business

3.81.2K Ratings

🗓️ 29 October 2025

⏱️ 5 minutes

🧾️ Download transcript

Summary

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

In this episode, we feature conversations with Alicia Levine & John Mowrey.

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

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

Introducing IVF Disrupted, The Kind Body Story, a podcast about a company that promised to revolutionize fertility care.

0:09.0

It grew like a tech startup. While KindBody did help women start families, it also left behind a stream of disillusioned and angry patients.

0:19.1

You think you're finally like like, in the right hands.

0:21.6

You're just not.

0:22.9

Listen to IvyF Disrupted,

0:24.5

the Kind Body Story,

0:25.6

on the IHeart Radio app,

0:27.1

Apple Podcasts,

0:28.4

or wherever you get your podcasts.

0:32.5

Bloomberg Audio Studios,

0:34.8

Podcasts, Radio News.

0:41.9

Music Audio Studios. Podcasts, Radio News. A single best idea, a quick single best idea on Fed Day. Nobody really worried about a

0:46.5

quarter point rate cut. Lots of talk on the balance sheet. Thank you, Ira Jersey, of Bloomberg

0:51.3

Intelligence, for being in studio today to really dive into all the nuances.

0:57.3

Full disclosure, there's a point where my brain just turns off. It switches off when you're

1:02.2

talking SOFER. I was pretty good at LIBOR and LIBOR OIS, but the new stuff, I just, I'm trying to

1:09.8

keep up. Ira Jersey, making us smarter today, along with many others,

1:14.2

looking at the balance sheet runoff of the Federal Reserve.

1:19.1

Alicia Levine doesn't care.

1:20.4

She's looking at the equity markets at BNY wealth.

1:23.6

I said to her, how far out can you look?

1:27.1

I would say it is a market matter. I'd say, you need to have visibility into the next 18 to 24

...

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