Single Best Idea with Tom Keene: Nouriel Roubini & Rebecca Patterson
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 February 2026
⏱️ 4 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 Nouriel Roubini & Rebecca Patterson.
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 | I'm Barry Rittaltz inviting you to join me for the Masters in Business podcast. Every week, |
| 0:07.2 | we bring you fascinating conversations with the people who shape markets, investing, and business. |
| 0:13.8 | CEOs, fund managers, billionaires, Nobel laureates, traders, analysts, economists, everybody that affects what's going on in the market, |
| 0:24.7 | whether you own stocks, bonds, real estate commodities, crypto, you really need to hear these |
| 0:30.4 | conversations. Sometimes it's behaviorists like Dick Thaler or Bob Schiller, sometimes it's |
| 0:36.7 | fund managers like Peter Lynch, Bill Miller, Ray Dalio. |
| 0:40.5 | Sometimes it's authors, Michael Lewis, author of The Big Short, and Moneyball. |
| 0:45.3 | Regardless of the conversation, these are the folks that move markets each week. |
| 0:50.9 | That's the Masters in Business Podcast with me, Barry Rittaltz. Listen on Apple, Spotify, |
| 0:57.1 | or wherever you get your podcasts. Bloomberg Audio Studios, Podcasts, Radio News. |
| 1:13.2 | A single-best idea, just a wonderful day, a lot of really good conversations. |
| 1:17.8 | Noira Rabini was with us. |
| 1:19.3 | It could have been a two-hour conversation. |
| 1:21.5 | We talked to him about his recent travels to, I think, three continents. |
| 1:26.3 | Noir Rabini on how much they really don't like us, |
| 1:29.3 | but we're first for investment. |
| 1:31.8 | What I feel is people say we don't like the U.S. in public and then they invest in the U.S. |
| 1:37.7 | I mean, throughout the Gulf, whether it's Saudis or Emirates or Qataris, there's an alternative |
| 1:43.7 | to the United States. |
| 1:45.0 | And I think for a good reason, you know, I've argued that actually I'm a techno optimist, |
| 1:49.0 | the US potential growth by the end of this decade is going to be 4%, not 2. |
| 1:54.0 | Noir Rabini there on a stunning real GDP idea of growth estimate double from 2 out to four percent as well. |
... |
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