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Bloomberg Surveillance

Single Best Idea with Tom Keene: Kevin Gordon & John Stoltzfus

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 8 May 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 our conversation with Kevin Gordon & John Stoltzfus.

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.

1:03.0

A single best idea is it has been

1:09.9

five days of an extraordinary week with endless conversations.

1:14.6

Instead of a single best idea, there's just uncountable ideas within the jumble that were living.

1:20.7

Elena Papano was just off the equity desk here at Bloomberg News.

1:24.3

It made very clear the jumble of themes and all. Everybody's struggling on a Friday

1:30.0

to write into the weekend to publish for Monday morning Japan and Pacific Rim Time. It's not that

1:38.6

I've never seen it like this before. There's just a certain character because of the war,

1:43.2

how we're all hung on each and every

1:44.9

headline as well. Kevin Gordon was with us with Charles Schwab, just back from San Francisco.

1:51.2

Kevin Gordon partitioning between the consumer and technology.

...

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