Single Best Idea with Tom Keene: Lauren Goodwin & Leslie Vinjamuri
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 13 January 2026
⏱️ 3 minutes
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Summary
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with New York Life Investments' Lauren Goodwin & Leslie Vinjamuri of the Chicago Council on Global Affairs.
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 | Markets move fast. |
| 0:01.7 | Get the insights you need in 10 minutes with Barclays Brief, |
| 0:04.8 | a podcast from Barclays Investment Bank. |
| 0:07.1 | Each week, our experts analyze market themes, |
| 0:09.7 | helping you anticipate what's next. |
| 0:11.6 | Listen to Barclay's Brief wherever you get your podcasts. |
| 0:17.4 | Bloomberg Audio Studios. |
| 0:19.8 | Podcasts, Radio News. |
| 0:27.6 | Single best idea for you on a Tuesday with a CPI report in as well. |
| 0:32.8 | Lauren Goodwin stopped by from New York Life. |
| 0:35.8 | Linking in here, The Mystery. |
| 0:37.0 | You got a great email from Robert since. |
| 0:38.6 | You said, you know, the tariffs really haven't clicked in. |
| 0:41.0 | Let's talk about that with Lauren Goodwin of New York Life on tariffs. |
| 0:45.0 | We believe that, yes, tariffs are likely to impact prices, actually likely a little more this |
| 0:51.0 | year relative to last year. |
| 0:52.4 | It's one of the reasons why we've come in a little |
| 0:54.5 | hawkish relative to consensus on the Fed over the course of all of last year. The reason why that we |
| 1:02.0 | believe that to be the case is that you're essentially seeing a couple years ago we talked about |
| 1:06.5 | rolling recessions. We're seeing rolling price impacts. Lauren Goodwin of New York Life as well. A lot of good CPI analysis. Major shout |
| 1:14.6 | out to Carl Weinberg, high frequency economics, who really beat the drum on is just not going to |
| 1:20.1 | be the a feared inflation statement that it was. He nailed that. He makes clear disinflation. |
... |
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