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Bloomberg Surveillance

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Bloomberg Surveillance

Bloomberg

Investing, Business News, Business, News

3.81.2K Ratings

🗓️ 26 January 2026

⏱️ 6 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 Humilis Investment Strategies' Brian Belski & former House Financial Services Committee Chairman Patrick McHenry.

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

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0:05.6

Barclays Investment Bank. Each week, our experts analyze market themes, helping you anticipate

0:10.7

what's next. Listen to Barclay's Brief wherever you get your podcasts. Donald Trump is

0:17.0

rewriting the Washington rule book and reshaping the global economy.

0:22.0

If you're trying to connect the dots behind the headlines, Bloomberg's Trumponomics podcast

0:26.4

is here to help. I'm Stephanie Flanders, head of government and economics at Bloomberg.

0:31.5

Every week, I'll bring you a smart, focused conversation with reporters and experts from

0:36.8

Washington, Wall Street and beyond.

0:39.5

Listen to new episodes every Wednesday and follow Trumponomics wherever you listen.

0:47.5

Bloomberg Audio Studios, Podcasts, radio news.

1:03.9

A single best idea is that if you have a team that has a storm, as we've had, I saw one banner, I think on CNN, it said it's the biggest storm across the nation in 121 years.

1:10.4

I have no idea of what I just said is true,

1:12.5

but I think in the blur, I saw that. The scope and scale, like I saw the heaviest snow

1:17.2

was in New Mexico, arched across the ice in Nashville, on up to Nathan Hager in 991 FM

1:24.8

in Washington and Boston hit hardest at 92-9.

1:28.5

It was just a really team effort among our direct Bloomberg surveillance team, but also all

1:34.1

the people that make it go, like antennas, like Matt Tomlin over in Central Park, Miles

1:40.6

Miller fell down, and Matt had to pick him up with a crane. We got Miles Miller

1:46.1

standing up on the hill over Julian Robertson's wonderful pond in the south end of Central Park.

1:52.0

Just a little vignettes about this storm. Our invent was to have a lot of Zoom and a lot of

1:59.0

people plugged into what these markets are doing.

2:01.3

Brian Belski joined from Humillis, Brian Belski on the move forward from momentum into 2026.

...

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