Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney July 19th, 2024 Featuring: Greg Valliere, Chief Policy Analyst with AGF Investments, discusses Trump's RNC speech and President Biden's presidential campaign Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, on the outage involving CrowdStrike Abby Joseph Cohen, Professor at Columbia Business School, talks about the intersection between the economy and markets...
Jul 19, 2024•37 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Bianco & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 18, 2024•6 min
-Jay Peloksy, TPW Advisory CIO & Co-Founder -Subadra Rajappa, Société Générale Head of US Rates Strategy -Christopher Harvey, Wells Fargo Head of Equity Strategy Jay Pelosky of TPW Advisory discusses the big rotation in the equity market, his expectations for the US presidential race, and his global investment outlook. SocGen's Subadra Rajappa says the market may be over-aggressive in pricing-in multiple Fed rate cuts by the end of the year. Christopher Harvey of Wells Fargo explains why the...
Jul 18, 2024•37 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 18th, 2024 Featuring: Wendy Schiller, professor at Brown University, on JD Vance's VP speech and previewing Trump's GOP nomination acceptance speech Thursday night Jim Bianco, president at Bianco Research, discusses the equity rally, the NASDAQ pullback, and a potential looming correction Huw van Steenis, Vice Chair at Oliver Wyman, talks about economically turboc...
Jul 18, 2024•29 min
- Sarah Wolfe, Morgan Stanley Senior Economist - Glenn Youngkin (R), Governor of Virginia - Tony Rodriguez, Head: Fixed Income Strategy, Nuveen Asset Management - Brian Weinstein, Head: Global Markets, Morgan Stanley Investment Sarah Wolfe with Morgan Stanley reacts to recent Fed speak and discusses how inflationary pressures are affecting a tight labor market. Republican Governor of Virginia Glenn Youngkin talks about Donald Trump and the Republican National Convention. Brian Weinstein of Morga...
Jul 17, 2024•28 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with James Stavridis & Scott Clemons. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 17, 2024•5 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 17th, 2024 Featuring: Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses BlackRock's credit outlook and signals about risks from the bond market Brad Stone, editor at Bloomberg Businessweek, on Businessweek's interview with Donald Trump James Stravridis, retired US Navy Admiral and Bloomberg Opinion columnist, talks about the geopolitical outlook ...
Jul 17, 2024•26 min
-David Malpass, Fmr. World Bank President -Rep Mike Lawler, (R) New York -Chris Marinac, Janney Montgomery Scott Director of Research -Greg Daco, Ernst Young Chief Economist -Andrew Husby, BNP Sr. US Economist Former World Bank President David Malpass shares insights on JD Vance and his policies. Rep. Mike Lawler of New York discusses the Trump/Vance 2024 ticket and potential legislation to enhance Secret Service measures following Saturday’s assassination attempt on former President Trump. Chri...
Jul 16, 2024•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 16th, 2024 Featuring: Wendy Schiller, Professor at Brown University, Donald Trump's selection of JD Vance as Vice President, Trump's appearance at the RNC, and Joe Biden's interview with Lester Holt Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, discusses the Trump trade and market volatility Dana Telsey, CEO at Telsey Advisory Group, reac...
Jul 16, 2024•28 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andreas Utermann & Chris Whalen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 16, 2024•5 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Robert D. Kaplan & Matt Winkler. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 15, 2024•6 min
-Ambassador John Bolton, Fmr. National Security Advisor & Fmr. Ambassador to UN -Jim Gilmore, Fmr. Virginia Governor (R) -Rep. Mike Turner, Chair of the House Intelligence Committee, (R) Ohio -Ken Leon, CFRA Director of Equity Research Ambassador John Bolton discusses the assassination attempt on Former President Donald Trump and the future of the Trump 2024 campaign. Former Virginia Governor Jim Gilmore talks about Republican party unity post-Saturday’s events. Rep. Mike Turner of Ohio prev...
Jul 15, 2024•34 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 15th, 2024 Featuring: Andy Rudalevige, professor of government at Bowdoin College and presidential historian, on this moment in American political history and how it can reshape the Biden-Trump rematch Henrietta Treyz, Managing Partner at Veda Partners, discusses where swing voters stand in the 2024 presidential race Michael Purves, founder at Tallbacken Capital A...
Jul 15, 2024•29 min
Bloomberg's Tom Keene and David Gura get reaction to the attempted assassination attempt of former President Donald Tump. They speak with: Hadriana Lowenkron, Bloomberg News reporter Terry Haines, Pangea Policy founder Jordan Fabian, Bloomberg News white house correspondent Wendy Schiller, Director of the Taubman Center for American Politics and Policy, Brown University Henrietta Treyz, Veda Partners managing partner Rick Davis, Bloomberg politics contributor and partner at Stone Court Capital J...
Jul 14, 2024•2 hr 26 min
Former President Donald Trump said he was shot in the right ear after gunfire erupted at his political rally in Butler, Pennsylvania. We get instant reaction with Bloomberg's Amy Morris. See omnystudio.com/listener for privacy information.
Jul 14, 2024•1 hr
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bob Hormats & George Ball. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 12, 2024•6 min
-Keith Lerner, Truist Co-CIO & Chief Market Strategist -Jens Stoltenberg, NATO Secretary General -Mohamed El-Erian, Queens' College, Cambridge & Bloomberg Opinion Keith Lerner of Truist says the economy is showing signs of cooling, but that doesn't necessarily mean it's weakening. NATO Secretary General Jens Stoltenberg addresses the future of the alliance amid rising global uncertainty. Mohamed El-Erian of Queens' College, Cambridge recaps the week in economic data and what it means for...
Jul 12, 2024•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 12th, 2024 Featuring: Alison Williams, Senior Analyst at Bloomberg Intelligence, reacts to bank earnings Whitney Tilson, editor at Stansberry Research, founder of Kase Capital, and Democratic donor, talks about whether President Biden should stay on the ticket Cam Dawson, CIO at NewEdge Wealth, on PPI, inflation data, and the equity rally Bob Hormats, former US Un...
Jul 12, 2024•29 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Randy Kroszner, Kate Moore, and Michael Nathanson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 11, 2024•8 min
- Rep. Haley Stevens, (D) Michigan - Sarah Hunt, Alpine Woods Capital Investors Chief Market Strategist - Steve Ricchiuto, Mizuho Chief US Economist - David Kelly, JPMorgan Chief Global Strategist Rep. Haley Stevens of Michigan discusses standing by President Biden's bid for reelection despite calls for him to step aside. Sarah Hunt of Alpine Woods Capital Investors provides insights on markets continuing to close at record highs and what is next with big AI spending. David Kelly of JP Morgan an...
Jul 11, 2024•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 11th, 2024 Featuring: Claudia Sahm, Chief Economist at New Century Advisors, reacts to the June CPI reading Randy Kroszner, Economics Professor at the University of Chicago, gives his take on the latest inflation reading Kate Moore, Head of Thematic Strategy at BlackRock Global Allocation, on how markets are pricing in June CPI Ira Jersey, Chief US Interest Rates ...
Jul 11, 2024•24 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Elsa Lignos & Henrietta Treyz. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 10, 2024•7 min
-Rep. Jonathan Jackson, (D) Illinois -Drew Pettit, Citi Research Director -Brian Levitt, Invesco Global Market Strategist Rep. Jonathan Jackson of Illinois discusses President Biden's bid for reelection after the Congressional Black Caucus meeting. Citi's Drew Pettit provides insights on his call to take profits on top AI stocks, including chipmakers. Brian Levitt of Invesco discusses stocks at record highs following Powell's congressional testimony. See omnystudio.com/listener for privacy infor...
Jul 10, 2024•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 10th, 2024 Featuring: Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, discusses her midyear outlook and the growth path for the US economy Henrietta Treyz, Managing Partner at Veda Partners, on the 2024 election and whether President Biden will stay on the Democratic ticket Lauren Hochfelder, co-CEO of Morgan Stanley Real Estate,...
Jul 10, 2024•28 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Craig Brandon & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 09, 2024•6 min
-Trey Beck, Former Managing Director, DE Shaw Investment Management and Democratic Donor/Donor Advisor -Peter Tchir, Academy Securities Head of Macro Strategy -Helane Becker, TD Cowen Senior Sector Strategist Democratic Party Donor Trey Beck discusses the state of financial support for President Biden amid growing concerns over his fitness for a second term. Peter Tchir of Academy Securities shares why the Fed should cut rates as early as July. Helane Becker of TD Cowen discusses how airlines ar...
Jul 09, 2024•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 9th, 2024 Featuring: Wendy Schiller, professor at Brown University, on President Biden's health and what to watch from the NATO summit Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, talks about the anticipated market reaction to earnings season and Jay Powell's testimony David Mericle, Senior US Economist at Goldman Sachs, on recent payrol...
Jul 09, 2024•27 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michelle Meyer & Amanda Rebello. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jul 08, 2024•6 min
-Pierre Ferragu, New Street Research Managing Partner -Henrietta Treyz, Veda Partners Director Economic Policy Research -Zachary Griffiths, CreditSights Head of US IG & Macro Strategy -Rubeela Farooqi, High Frequency Economics Chief U.S. Economist Pierre Ferragu of New Street Research discusses his call to downgrade NVDA from buy to neutral on valuation. Henrietta Treyz of Veda Partners discusses Democrats calling for Biden to step aside. Zachary Griffiths of CreditSights and Rubeela Farooqi...
Jul 08, 2024•20 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 8th, 2024 Featuring: Tina Fordham, founder at Fordham Global Foresight, talks about the French and UK elections Terry Haines, founder at Pangaea Policy, discusses the Bloomberg News/Morning Consult poll on President Biden and whether he will bow to pressure to drop out Brian Belski, Chief Investment Strategist at BMO Capital Markets, on the equity bull run and his...
Jul 08, 2024•34 min
