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Bloomberg Surveillance

Single Best Idea with Tom Keene: Matt Miskin & Barry Ritholtz

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 7 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 Matt Miskin & Barry Ritholtz.

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

Hi, I'm Stephen Carroll.

0:02.0

And I'm Caroline Hepka here to introduce you to a podcast that brings you the news you need to start your day in just 15 minutes.

0:09.3

It's called Bloomberg Daybreak Europe Edition, covering all the top stories across Europe and around the world.

0:15.5

Each weekday morning, we're up early to bring you the latest news by 7am.

0:19.5

We've got everything you need to know from geopolitics

0:22.1

and global events to economics and what's moving markets. I'm covering it all from London.

0:27.6

And I'm in the EU's capital Brussels. We have 3,000 journalists and analysts around the world

0:32.1

to tell you what's happening, what it means and why it matters. It's more than just business

0:36.9

headlines, from the price of your

0:38.6

breakfast to global shifts in power. Economics and money aren't just part of the story. They're

0:43.4

often the driving force. So start your day with us on Bloomberg Daybreak Europe Edition for the

0:48.5

news you need to know and the context to make sense of it. Find new episodes of Bloomberg Daybreak

0:53.4

Europe edition by 7 a.m. London Time on Apple, Spotify or wherever you get your podcasts. Radio News.

1:19.7

Single best idea, and we say good morning to you, not as hectic as Monday, but it was a really interesting day.

1:24.0

Dell out with a huge announcement, and it wasn't so much in numbers.

1:25.1

Who knows what the numbers are?

1:25.9

That's their view.

1:28.8

But it was the timeline. Del out,

1:37.3

framing out to Deena Bass of Bloomberg News, a two-year view with some real certitude, and then even extrapolating out from there to 2030, it single-handedly lift the market for about an hour,

1:43.6

and we'll see how we get through

1:44.8

the day. Really interesting set of guests today. Matt Miskin with us from John Hancock. They

1:50.7

have nailed the Buy America by high-quality call. Matt Miskin, an update on this raging artificial

...

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