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Bloomberg Surveillance

Single Best Idea with Tom Keene: Neil Dutta & Claudia Sahm

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 30 January 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 Renaissance Macro’s Neil Dutta & Claudia Sahm of New Century Advisors. 

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. Get the insights you need in 10 minutes with Barclays Brief, a podcast from

0:05.6

Barclays Investment Bank. Each week, our experts analyze market themes, helping you anticipate

0:10.7

what's next. Listen to Barclay's Brief wherever you get your podcasts. I'm Barry Rittaltz,

0:17.0

inviting you to join me for the Masters in Business podcast.

0:21.5

Every week, we bring you fascinating conversations with the people who shape markets, investing, and business.

0:28.8

CEOs, fund managers, billionaires, Nobel laureates, traders, analysts, economists,

0:35.7

everybody that affects what's going on in the market, whether you own

0:40.3

stocks, bonds, real estate commodities, crypto, you really need to hear these conversations.

0:47.0

Sometimes it's behaviorists like Dick Thaler or Bob Schiller, sometimes it's fund managers

0:52.5

like Peter Lynch, Bill Miller, Ray Dalio.

0:55.7

Sometimes it's authors, Michael Lewis, author of The Big Short, and Moneyball.

1:00.4

Regardless of the conversation, these are the folks that move markets each week.

1:06.0

That's the Masters in Business Podcast with me, Barry Rittalts.

1:10.3

Listen on Apple, Spotify, or wherever you get your podcasts.

1:18.5

Bloomberg Audio Studios, Podcasts, Radio News.

1:31.2

A single best idea is that the team gets some sleep.

1:42.0

Starting at 7 o'clock, 8 o'clock last night, our world was blown up by the announcement by the president of a selection as a nominee for Federal Reserve Chairman.

1:42.9

This is a big deal.

1:47.0

I mean, you go back to 1951 and President Truman and McChesney Martin,

1:54.0

the basic idea here is this is rarer than you think. We don't see this every four years. We don't see this every two years. We see this once in a great while, like Alan Greenspan in 1987, and here, presumably with Kevin Warsh, we'll see an

2:04.1

announcement from the president and then a what seems to be a fractious Senate Banking Committee

2:09.8

process.

...

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