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Bloomberg Surveillance

Single Best Idea with Tom Keene: Cam Dawson & Liz Ann Sonders

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 7 May 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 our conversation with Cam Dawson & Liz Ann Sonders.

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

When the rest of the markets slow down, the futures market keeps moving.

0:04.9

Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity?

0:12.0

In the ETF markets, volume and liquidity lessens after 4pm until the next morning.

0:17.1

But with futures, you get trading opportunities both day and night.

0:21.1

Learn more at CMEgroup.com slash equity futures.

0:26.8

Some follow the noise.

0:29.3

Bloomberg follows the money.

0:31.5

Because behind every headline is a bottom line.

0:35.3

Whether it's the funds fueling AI or crypto's trillion dollar swings,

0:40.0

there's a money side to every story. And when you see the money side, you understand what others miss.

0:46.9

Get the money side of the story. Subscribe now at Bloomberg.com.

0:58.1

Bloomberg Audio Studios Podcasts, Radio News.

1:07.3

A single best idea, and a set of great conversations.

1:10.9

We've just been on a roll the last number of days of back-to-back-to-back conversations.

1:16.3

And, you know, some real differing opinions on the war, on what oil's going to do.

1:21.5

And, of course, on this market with its own characteristics.

1:24.8

Every guest comes in with a certain take.

1:27.0

Cameron Dawson came in today with

1:28.5

New Edge Wealth and she was absolutely heated. There's no rotation. Let's listen.

1:35.4

We've been saying that the broadening out is a myth. Look at the equal weight S&P 500. It is at a new

1:41.6

year-to-date relative low versus the cap-weighted index.

1:45.6

And that is all because you are in this environment where you have a very narrow contribution to that earnings upside.

...

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