Single Best Idea with Tom Keene: Matt Miskin & Nick Sargen
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 June 2026
⏱️ 6 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 Matt Miskin & Nick Sargen.
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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| 0:40.8 | Learn more at Bloomberg Live.com slash SBS-Syshire. |
| 0:47.3 | Bloomberg Audio Studios, Podcasts, Radio News. |
| 0:58.7 | Thank you. Podcasts, Radio News. A single best idea on a really interesting Monday. |
| 1:02.8 | The markets can shift on a dime. |
| 1:04.9 | Literally, we had a very solid up feel and then a set of headlines from Iran, which |
| 1:09.0 | really didn't move the market. And then a second set of headlines from Iran, which really didn't move the market, and then a second |
| 1:12.0 | set of headlines from Iran. And in a moment, the market was gone with oil, up three, four, five |
| 1:18.4 | dollars. That's a vigilance. We need to thank you to Alexis Christophers for really driving all of |
| 1:24.4 | our data check coverage. Am made all that was conversation. |
| 1:29.0 | Matt Miskin with Manulife and John Hancock Investment Management. |
| 1:33.8 | Matt Mishkin on the tectonic changes of your tech portfolio. |
| 1:38.4 | Right now there's tectonic technology exposure shifts underneath these indices. |
| 1:45.6 | So if you're just out there and you're like, all right, I'm going to buy the S&P 500, okay, you're buying 50% technology. Maybe you should have a |
| 1:50.9 | plan B. And I know right now you cannot miss out on this tech trade. If you're if you're not allocated to |
| 1:57.1 | AI right now, you're massively underperforming. And in this industry, it's all about |
| 2:01.3 | what have you done for me lately. So it is hard, but we are trying to find out what is the second |
| 2:06.3 | best idea. And it's more industrials. It's more looking for around the world for opportunities. |
... |
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