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Bloomberg Surveillance

Single Best Idea with Tom Keene: Kit Juckes & Jordan Rochester

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 24 October 2025

⏱️ 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 Kit Juckes and Jordan Rochester.

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

Hello, I'm Caroline Hepka, introducing you to the new Stockmovers report from Bloomberg.

0:08.0

There are so many big names and equities to keep track of, and our Stockmovers report is the best way to find out which individual names are making the biggest moves every day.

0:18.6

Stock Movers consists of short audio reports, they're five minutes or less,

0:23.4

delivered right to your podcast feed throughout the day. We'll bring you conversations on the

0:28.1

day's biggest winners and losers in equity markets and explain the news and the data

0:32.9

that's driving those gains and losses. Listen a couple of times throughout the day to find out what's

0:38.4

moving equities and why. Just search for stock movers on Spotify, Apple Podcasts or anywhere you listen.

0:46.5

Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and

0:51.7

analysts across the globe. Subscribe to Stockmovers wherever you get your podcasts.

1:01.1

Bloomberg Audio Studios, Podcasts Radio News.

1:15.5

A single best idea on a crazy week. One week ago, early in the morning, the VIX was at 28, which is not crisis, but is a benchmark.

1:23.1

Anything over 30 is OMG.

1:25.6

And we're at 28, and there's a little angst out there. And once again,

1:29.7

whatever the reason and whatever your rationalization, down we go into a pristine bull market,

1:35.8

breaking through 17 today to what's called a 16 handle on the volatility index of the equity

1:43.3

market.

1:44.8

Extraordinary and really shows a resiliency here,

1:48.2

that whole fear of missing out thing.

1:50.4

We were very fortunate today with a great set of conversations.

1:55.1

Kit Jukes joined from Society General.

1:58.3

Kit Jukes is confused.

2:00.2

I think the market's betting on rate cuts, but it's also betting on resilient growth.

...

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