meta_pixel
Tapesearch Logo
Log in
Bloomberg Surveillance

Single Best Idea with Tom Keene: Rich Clarida & Lael Brainard

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 31 July 2025

⏱️ 7 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 Rich Clarida & Lael Brainard.

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 Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg.

0:08.6

These are short audio reports, five minutes or less, delivered right to your podcast feed throughout the day.

0:15.2

Stockmovers fills you in on the day's winners and losers on Wall Street and tells you about the news and data that's

0:21.0

driving those gains and losses. If you want to stay plugged into the stock market, but don't

0:25.9

want to spend all day watching tickers scroll across your screen, then Stock Movers is a place for you

0:32.0

to get informed. Listen a couple times throughout the day to find out what's moving equities and why.

0:39.0

Search for stock movers on Apple Podcasts, Spotify, or anywhere else you listen.

0:44.4

Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe.

0:53.0

Subscribe to Stockmovers, wherever you get your podcasts.

1:13.8

Bloomberg Audio Studios, Podcasts Radio News. A single best idea, and going back over two decades, today was one of the most

1:18.2

extraordinary shows we've ever done.

1:21.2

I really want to say we try to do a different conversation on technology.

1:26.9

We are able to execute that today.

1:29.4

Mark Lehman in from San Francisco, definitive with Citizens, JMP, decades of work in the

1:36.3

society of San Francisco in Silicon Valley and what they're doing.

1:41.3

Perfect to have him in today with Facebook and Meta and with Microsoft as well.

1:48.5

Then to have our Anaragrana and Mandip Singh where this was just brilliant.

1:52.9

All Trump by two vice chairman with us today, LaBrainard will get to in a moment at Harvard.

1:58.0

But here with Columbia University in Pimco is a former vice chairman

2:03.0

of the Fed, Richard Clareda, on when you cut rates, do you establish a trend or can you do a one-off?

2:12.7

If you go back to when Tom, you and I start our careers in the 80s with Volker, Volker would never give you

2:19.4

an indication of where rates were going to be in six months or six years. It was one meeting at a time.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.