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Bloomberg Surveillance

Single Best Idea with Tom Keene: Claudia Sahm & Frances Donald

Bloomberg Surveillance

Bloomberg

Investing, Business News, News, Business

3.81.2K Ratings

🗓️ 5 June 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 Claudia Sahm & Frances Donald.

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

Looking for more investing options. Meet Sibo, the exchange that pioneered options trading. With

0:04.9

exclusive trading products like VIX and SPX options, CBO can help you trade in any market

0:09.4

environment. There are risks associated with CBO company products. Review the disclosures and disclaimers

0:13.1

at CBO.com slash US underscore disclaimers. Some follow the noise. Bloomberg follows the money,

0:20.6

because behind every headline is a bottom line.

0:24.4

Whether it's the funds fueling AI or crypto's trillion dollar swings, there's a money side to every story.

0:31.6

And when you see the money side, you understand what others miss. Get the money side of the story.

0:38.0

Subscribe now at Bloomberg.com.

0:45.1

Bloomberg Audio Studios.

0:47.6

Podcasts, radio, news.

0:57.9

A single best idea.

1:00.0

And a little background here.

1:04.2

In each firm, there's basically two sides.

1:07.6

And the old, old phrase is there's a Chinese wall between them.

1:12.8

You don't hear that phrase anymore because of the sensitivities of our society,

1:18.8

but the Chinese wall is still a wall. So maybe it's a big, big brick wall. And when you have investment banking and you have an initial public offering where you're selling shares of the

1:24.5

public, research and management really can't talk about a specific deal.

1:31.5

So I have Alicia Shaladin today, Morgan Stanley Wealth Management,

1:35.2

and I know and she knows it's really rude of me to ask a question about, say,

1:40.6

a small Elon Musk company called SpaceX.

1:43.3

So the way we frame this was to say to Lisa Shalett,

1:48.3

the IPOs that are coming in now,

...

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