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Bloomberg Surveillance

Single Best Idea with Tom Keene: Stuart Kaiser & John Sterling

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 4 May 2026

⏱️ 5 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 conversation with Citi’s Stuart Kaiser, plus part of a 2024 chat with late New York Yankees Radio broadcaster John Sterling. 

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

When the rest of the markets slow down, the futures market keeps moving.

0:04.9

Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity?

0:12.0

In the ETF markets, volume and liquidity lessens after 4pm until the next morning.

0:17.1

But with futures, you get trading opportunities both day and night.

0:21.1

Learn more at CMEgroup.com slash equity futures.

0:26.8

Some follow the noise.

0:29.3

Bloomberg follows the money.

0:31.5

Because behind every headline is a bottom line.

0:35.3

Whether it's the funds fueling AI or crypto's trillion dollar swings,

0:40.0

there's a money side to every story. And when you see the money side, you understand what others miss.

0:46.9

Get the money side of the story. Subscribe now at Bloomberg.com.

0:58.1

Bloomberg Audio Studios,

1:00.9

Podcasts, Radio News.

1:07.9

Single best idea.

1:09.2

What an interesting Monday.

1:10.7

The headlines started coming out, guessing 5.30 this morning. And, you know, the market was actually pretty constructive globally into the U.S. morning. And all of that reversed with the headlines. It was absolutely nuts for 90 minutes, two hours, as we digested back and forth headlines and all. And even as we tape

1:32.1

single best idea, I'm sort of uncertain where we end up Monday afternoon, or for that matter,

1:37.9

in June. A lot of uncertainty out there. You saw on the tape today, Stuart Kaiser stopped by

1:43.1

from Citigroup. He does not long-term

1:45.4

investment, much more trading strategies here on the short term, Stuart Kaiser of City.

1:51.5

I think from our perspective, it's very much the questions you've been asking is who's buying

1:55.1

and how are they buying and do we think that they are sort of done buying? I think it's the

...

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