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Bloomberg Surveillance

Single Best Idea with Tom Keene: Campbell Harvey & Ed Morse

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

41.1K Ratings

🗓️ 16 June 2025

⏱️ 7 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 Campbell Harvey & Ed Morse.

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

This is an IHeart podcast.

0:04.5

At a global leader in alternatives today, Pigem is capturing the potential of tomorrow.

0:10.6

So as you look to diversify your portfolio, Pigeum offers expertise in seeding, developing, and managing a broad range of liquid and illiquid strategies.

0:20.5

With over $320 billion in alts across public and private. and managing a broad range of liquid and illiquid strategies.

0:25.8

With over $320 billion in alts across public and private markets,

0:29.0

we are helping clients achieve their long-term goals.

0:33.1

Pigeum, our investments shape tomorrow today.

0:42.7

A warming planet, complex geopolitics and fierce competition means business operations are under more scrutiny than ever before.

0:55.6

Returning to Singapore this July, the Bloomberg Sustainable Business Summit is uniting leaders and investors to explore how sustainability efforts can bolster resilience and mitigate risk. Learn more at Bloomberg Live.com slash sbs

0:57.9

dash Singapore. That's

0:59.5

Bloomberg live.com slash

1:01.3

sbsbs dash Singapore.

1:06.5

Bloomberg Audio Studios

1:08.8

Podcasts, Radio News.

1:17.6

Single best idea.

1:20.2

And to go back to the heart and soul of what we've done for over two decades,

1:24.9

it's really important in the racket to keep track of how and where people came from.

1:33.8

Campbell Harvey is at Duke University. He's really exquisite. His lead academics years ago out of

1:39.9

the Canadian schools, the University of York and others, was on consumer preference, what consumers do

1:48.8

and how they act. But far more important, and he's too modest of a guy to ever mention it,

1:54.9

what do you do in your doctoral dissertation when three of the five professors, six professors, when three of them are future

2:04.5

Nobel Prize winners. I don't know how many people within the Bloomberg surveillance world can say

...

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