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Bloomberg Surveillance

Single Best Idea with Tom Keene: Lisa Shalett & Darren Shames

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 23 September 2025

⏱️ 5 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 Lisa Shalett & Darren Shames.

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.

0:26.4

I'm Alex Rodriguez.

0:28.0

And I'm Jason Kelly.

0:29.1

And we're back with more episodes of our show, The Deal.

0:35.2

We've got behind-the-scenes conversations with sports greatest business people and athletes.

0:40.2

From Serena Williams and Stephen A. Smith to Bill Belichick and Melody Hobson.

0:44.1

I got dangerous in seeing up arrows, up arrows.

0:47.9

Catch up on the interviews you've missed and listen to all new episodes every Thursday on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts.

0:58.5

Bloomberg Audio Studios. Podcasts Radio News.

1:09.6

A single best idea on a very odd day. It's odd when the UN meetings are happening in New York,

1:15.2

all sorts of things going on. Great to see Francine Laquois in studio off of her important interview

1:20.5

with the leadership of Finland. Miles Miller stopping by as well looking at the chaos,

1:30.6

constructive chaos within Midtown Manhattan.

1:35.1

But on this day, we did have to look still at equities, bonds, currencies, commodities.

1:40.3

That's the world of Lisa Shalot at Morgan Stanley, driving Morgan Stanley wealth.

1:42.4

She looked out to next year.

1:46.8

I will, you know, be very clear, you know, our chief u s equity strategist mike wilson um believes that that we are going to see this positive operating

1:52.3

leverage in 2026 and that those numbers are secure um he and i disagree and on this point

...

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