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Bloomberg Surveillance

Single Best Idea with Tom Keene: Drew Matus and Dean Curnutt

Bloomberg Surveillance

Bloomberg

Investing, Business News, News, Business

3.81.2K Ratings

🗓️ 3 June 2026

⏱️ 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 Drew Matus & Dean Curnutt.

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.

0:58.1

Single best Idea.

1:00.9

Well, today's single best idea was Ira Jersey.

1:04.1

He drives all of Bloomberg intelligence, fixed income.

1:11.5

He's truly brilliant, particularly on the short end of the market, what I call the trust market, commercial paper and LIBOR and SOFOR and stuff. I really don't. The repo market. I don't understand it.

1:17.6

But what we're doing today, we had our first good conversation on the World Cup,

1:22.2

just a window into some of the people that we talk to every day. Ira Jersey is one of the

1:27.4

giants of American youth soccer, hugely involved with the New Jersey

1:32.2

soccer, which is a hotbed of it nationwide.

1:35.2

And we talked to Ira.

1:36.8

Our first good conversation on this World Cup extravaganza that starts 11 takeaway three in eight days so we'll see on that. Drew Mattis can do

1:47.9

the math. He's at MetLife. Drew Mattis, just wonderful on linking in the markets into our

1:53.8

behavioral economics. Here is Drew Mattis. Everyone keeps arguing that it makes no sense that sentiment

...

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