Single Best Idea with Tom Keene: Francisco Blanch and Janno Lieber
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 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 conversations with Francisco Blanch and Janno Lieber
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. |
| 0:26.8 | 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 |
| 1:01.0 | Single best idea. |
| 1:07.8 | What a great set of conversations today. |
| 1:10.2 | You start out and the team is working around the clock and we're tweaking and we try to be polite. |
| 1:15.6 | There's so many guests, particularly given the war that we have to cancel and we always have them back. |
| 1:20.6 | But, you know, there's a ballet to it and all that. |
| 1:23.6 | And this was just a wonderful Monday strong. |
| 1:26.6 | Francisco Blanche was able to stop by in studio. |
| 1:29.7 | He drives all of commodity coverage at Bank of America. It's a wonderful European perspective. |
| 1:34.4 | But he really focused on the Pacific Rim and around India as being where you are going to see |
| 1:43.0 | this war effect. |
... |
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