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Bloomberg Surveillance

Single Best Idea with Tom Keene: Brian Wieser & Nancy Lazar

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 29 January 2026

⏱️ 4 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 Madison and Wall’s Brian Wieser & Nancy Lazar of Piper Sandler. 

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

See omnystudio.com/listener for privacy information.

Transcript

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0:00.0

Markets move fast.

0:01.7

Get the insights you need in 10 minutes with Barclays Brief,

0:04.8

a podcast from Barclays Investment Bank.

0:07.1

Each week, our experts analyze market themes,

0:09.7

helping you anticipate what's next.

0:11.6

Listen to Barclay's Brief wherever you get your podcasts.

0:17.4

Bloomberg Audio Studios.

0:19.8

Podcasts, Radio News.

0:27.2

Single best idea is to look at equities, bonds, currencies, commodities,

0:32.5

and anybody informed, less informed, can look at the Bloomberg terminal screen and go, there's a lot of blinking

0:39.5

going on, and there's something going on, and it can be correlations between equities, bonds,

0:45.1

currencies, it can be actual changes, or you can just look at the price of a new bracelet of Tiffany

0:51.1

and go, oh, gold's up, And up is barely describing it. It's

0:55.4

surging. There's something out there in the last 48 hours. The cacophony of opinion, the

1:02.3

cacophony of study of new things like Bitcoin down 2000 in the morning or gold up $200 and all the foreign exchange and that Audrey Child

1:12.7

Freedman really helping there as well it's just you know it's nuts out there providing

1:19.1

cover today was Brian Weezer he is legendary on Wall Street for looking at the ad business

1:26.2

and studying TV he's with Madison and Wall.

1:30.1

Let's listen to Brian Weiser on the moment at hand. It's evolving. Here's the thing. I argue,

1:36.1

this is a contrary view. For all of AI, there's a lot of fears that AI is going to replace a lot of

1:40.1

people. I argue it's going to cause the need for more people because that's more complexity.

1:44.2

And the complexity is what requires people to manage the processes. We already saw this in

...

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