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Bloomberg Surveillance

Single Best Idea with Tom Keene: Frank Lee & Mandeep Singh

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 21 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 Frank Lee & Mandeep Singh.

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

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.

1:06.1

Single best idea, which is if you have two people on on you can get a different opinion on all this

1:13.4

tech and all this mag seven and of course what we saw last night invidia frankly is it

1:20.0

hsbc with a wonderful heritage of following us he's got some enthusiasm for the industry

1:26.2

for the moment at hand here on NVIDIA, frankly.

1:30.5

The real map doesn't matter as much as it used to.

1:33.4

It used to be that, okay, NVIDIA had the best chip.

1:35.7

It was leading everybody.

1:36.9

But now I think what they really need is a new narrative, right?

1:40.7

And they spent more time talking about server CPUpus now because this year the big 10

1:46.3

the big trend has been a gentic AI and suddenly now CPU has gone from you know a runover where

...

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