Single Best Idea with Tom Keene: Mandeep Singh & Sonal Desai
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 February 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 our conversations with Bloomberg Intelligence’s Mandeep Singh & Sonal Desai of Franklin Templeton.
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 | The news doesn't stop on the weekends. |
| 0:03.8 | Context changes constantly. |
| 0:05.7 | And now Bloomberg is the place to stay on top of it all. |
| 0:09.0 | Hi, I'm David Gurra. |
| 0:10.0 | Join us every Saturday and Sunday for the new Bloomberg this weekend. |
| 0:13.7 | I'm Christina Rafini. |
| 0:14.6 | We'll bring you the latest headlines, in-depth analysis, and big interviews. |
| 0:18.6 | All the stories that hit home on your days off. And I'm Lisa |
| 0:21.6 | Mateo. Watch and listen to Bloomberg this weekend for thoughtful, enlightening conversations |
| 0:26.3 | about business, lifestyle, people, and culture. On Saturday mornings, we put the past week's |
| 0:31.4 | events into context, examining what happened in the markets and the world. That on Sundays, |
| 0:36.3 | we speak with journalists, columnists, and key political figures to prepare |
| 0:40.1 | you for the week ahead. |
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| 1:19.8 | A single best idea, hyper-scaler edition. |
| 1:24.3 | It was just a whole ton of conversation here as we lift off the 5, 6, 8 day AI, |
| 1:29.6 | hyperscaler fear and all that. Mandiip Singh, I had a long conversation with him yesterday up in |
... |
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