Single Best Idea with Tom Keene: Claudia Sahm & Eric Van Nostrand
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 March 2026
⏱️ 4 minutes
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Summary
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversations with New Century Advisors’ Claudia Sahm & Eric Van Nostrand of Lazard Asset Management.
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 | 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. |
| 0:28.3 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 0:46.2 | A single best idea is a news flow has been, and on this Friday is extraordinary. |
| 0:51.9 | At any given point, you look at, say, the Bloomberg launch pad, which is the layout of equities, bonds, currencies, and commodities, and |
| 0:55.2 | blinking at a high rate of speed as the market reacts to all this news flow, you find one statistic. |
| 1:01.8 | But you can't do that. |
| 1:03.2 | You have to look at two, three, four, five statistics and synthesize in the correlations |
| 1:09.5 | or lack of correlations. |
| 1:12.3 | So when I say oil's edging up 91, ready to print 92, up 26% off of the Friday |
| 1:18.4 | before the beginning of the war, that's just one statistic. |
| 1:23.5 | How did that do against fixed income, bonds, a 10-year yield? |
| 1:28.4 | How did that do against the stock market? |
| 1:30.4 | Did the stock market bounce off oil? |
| 1:32.7 | Did the stock market bounce off currency with a blended dollar index, |
| 1:37.4 | getting right back to that strong dollar era? |
| 1:40.6 | All those people certain of weak dollar really having a difficult week. |
| 1:46.0 | Then all of this market comes back to market talk comes back to economics. |
| 1:52.0 | We had Claudia Somm with us today, New Century Advisers. |
... |
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