Foundering: The OpenAI Story is a narrative podcast that examines the rise of Sam Altman, from the time he was a 19-year-old startup founder, then the head of Y Combinator, and now the billionaire king of this AI boom. See omnystudio.com/listener for privacy information.
Jun 09, 2024•2 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Katy Kaminski, Lindsey Piegza, & Claudia Sahm. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 07, 2024•6 min
- Mohamed El-Erian, BBO & President, Queens College Cambridge - Jeff Rosenberg, Senior Portfolio Manager, BlackRock - Julie Su, United States Acting Deputy Secretary of Labor Mohamed El-Erian of Queens' College, Cambridge and BlackRock's Jeff Rosenberg react to May's hotter-than-expected payrolls report. Julie Su joins The Open to discuss jobs and unemployment numbers. See omnystudio.com/listener for privacy information....
Jun 07, 2024•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 7th, 2024 Featuring: Lindsey Piegza, Chief Economist at Stifel, reacts to latest US jobs numbers and makes her case for rate increases Claudia Sahm, Chief Economist at New Century Advisors, talks about her reading of the jobs figures, how the Sahm Rule applies, and whether her rule is indicating the US is headed for recession Nick Colas, co-founder at DataTrek Res...
Jun 07, 2024•31 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Geoffrey Yu & Keith Cowing. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 06, 2024•6 min
-Vasileios Gkionakis, Avivia Investors Senior Economist & Strategist -Veronica Clark, Citi Research US Economist -Rob Waldner, Invesco Chief Fixed Income Strategist & Head of Macro Research -Ed Mills, Raymond James Washington Policy Analyst Vasileios Gkionakis of Avivia Investors reacts to the ECB's decision to cut rates by 25 basis points, saying the bar has increased for the central bank to gain more confidence for further cuts. Citi's Veronica Clark and Invesco's Rob Waldner react to ...
Jun 06, 2024•17 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 6th, 2024 Featuring: Steve Wieting, Chief Investment Strategist at Citi Global Wealth, on Citi's midyear market outlook and whether the equity rally can sustain itself through the year Mike Wilson, CIO with Morgan Stanley, on the firm's midyear outlook and potential for a soft landing Monica Defend, Head of the Amundi Institute, on the ECB decision and outlook for...
Jun 06, 2024•25 min
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 & Liz Ann Sonders. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 05, 2024•6 min
-Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist -Bob Diamond, Atlas Merchant Capital CEO & Former Barclays CEO -Tom Porcelli, PGIM Chief US Economist-Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy Emily Roland of John Hancock sees an opportunity to lean into mid-cap stocks at attractive valuations. Atlas Merchant Capital CEO Bob Diamond says the biggest risk for the Fed is to cut too early, 'and then having to reverse course as inf...
Jun 05, 2024•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 5th, 2024 Featuring: Rich Clarida, PIMCO Global Economic Advisor and former Fed Vice Chair, talks about PIMCO's 2024 secular outlook Anna Wong, Chief US Economist with Bloomberg Economics, talks about her research on Fed rate cuts that may be hiding in plain sight Leslie Vinjamuri, US and Americas Program Chair at Chatham House, joins for a discuss on internationa...
Jun 05, 2024•26 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Raghuram Rajan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 04, 2024•6 min
-Krishna Memani, Lafayette College Chief Investment Officer -Sameer Samana, Wells Fargo Investment Institute Senior Global Market Strategist -Kelsey Berro, JPMorgan Executive Director, Fixed Income -Aditya Bhave, BofA Securities Senior US Economist Krishna Memani of Lafayette College and Sameer Samana of Wells Fargo discuss the state of economic growth in the US and look ahead to Friday's jobs report and next week's Fed decision. Kelsey Berro of JPMorgan and Aditya Bhave of BofA Securities discu...
Jun 04, 2024•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 4th, 2024 Featuring: Raghuram Rajan, Professor of Finance at Chicago Booth School of Business, on the economic prospects for India Kate Moore, Head of Thematic Strategy for BlackRock's Global Allocation Team, talks about broad equity sentiment, inflation, and the Fed Julie Norman, professor at University College-London, discusses the war in Israel and geopolitics ...
Jun 04, 2024•34 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 Teeter & Dennis Gartman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jun 03, 2024•7 min
-Cameron Dawson, NewEdge Wealth Chief Investment Officer -Scott Kirby, United Airlines CEO -Anthony Capuano, Marriott International President and CEO Cameron Dawson of NewEdge Wealth expects volatility on the horizon in the equity market and says any dips should be buyable as long as growth forecasts hold up. United Airlines CEO Scott Kirby shares his outlook on the summer travel season, saying the industry has moved past the worst of the issues related to aircraft supply. Marriott International...
Jun 03, 2024•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 3rd, 2024 Featuring: Victoria Bills, Chief Investment Strategist at Banrion Capital Management, gives her stock picks and discusses cracks in the inflation story and what it means Derek Wallbank, Senior Editor with Bloomberg News, discusses this weekend's elections in India and its eco and geopolitical impact Tony Capuano, CEO at Marriott (NASDAQ: MAR), talks luxu...
Jun 03, 2024•27 min
-Lara Rhame, FS Investments Chief Economist -Subadra Rajappa, Société Générale Head of US Rates Strategy -Sam Stovall, CFRA Chief Investment Strategist -Ed Bastian, Delta Air Lines CEO Lara Rhame of FS Investments and Subadra Rajappa of Société Générale react to April's core PCE deflator that met expectations and discuss how it impacts the treasury market and the Fed's June meeting. Sam Stovall of CFRA says the stock market has historically entered a 'summertime snooze' after Memorial Day, but t...
May 31, 2024•30 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 31st, 2024 Featuring: Neil Dutta, Head: US Economic Research at Partner at Renaissance Macro Research, reacts to PCE data with JPMorgan's Bob Michele Frances Donald, Manulife Investment Management Chief Economist, gives her take on PCE Nick Akerman, former Watergate assistant special prosecutor, on legal ramifications for Trump and whether he will go to prison Jaso...
May 31, 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 Nick Akerman & Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 31, 2024•7 min
Donald Trump was found guilty in the first criminal trial of a former US president in the nation’s history, a verdict that could reshape the political landscape five months before Election Day. Bloomberg TV and Radio hosts Joe Mathieu and Kailey Leinz offer instant analysis and perspective with key guests just as the verdict was announced. See omnystudio.com/listener for privacy information.
May 30, 2024•23 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Barry Eichengreen & Wendy Schiller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 30, 2024•6 min
-Robert Sockin, Citi Research Senior Global Economist -Michael Cloherty, UBS Head of US Rates Strategy-Wamsi Mohan, BofA Securities Senior IT Hardware Analyst -Lorenzo Simonelli, Baker Hughes CEO Robert Sockin of Citi and Michael Cloherty of UBS react to US weekly jobless claims that exceeded estimates and discuss whether the Fed should reconsider its short-term interest rate target. Wamsi Mohan of BofA Securities explains why he raised his price target for Dell and how tech hardware companies a...
May 30, 2024•34 min
Description:Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 30th, 2024 Featuring: Drew Matus, Chief Market Strategist at MetLife, discusses his outlook for the US and the Fed and his "three favorite canaries" Gregory Daco, Chief Economist at EY Parthenon, previews tomorrow's PCE data, breaks down jobless claims, and looks ahead to other key upcoming inflation data Aoifinn Devitt, Chief Global Strategist at Monet...
May 30, 2024•28 min
Is cryptocurrency the next logical evolution of the monetary system? To explore whether we’re at an inflection point, we’ll look back at moments in the history of money when how we paid for things and stored value long-term changed for the better. This episode is sponsored by Coinbase. See omnystudio.com/listener for privacy information.
May 30, 2024•16 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Amanda Lynam & Jim K. Glassman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 29, 2024•6 min
-Victoria Fernandez, Crossmark Global Investments Chief Market Strategist -Neil Dutta, Renaissance Macro Head of US Economic Research -Tony Rodriguez, Nuveen Asset Management Head of Fixed Income Strategy -Tom Steyer, Galvanize Climate Solutions Co-Founder Crossmark's Victoria Fernandez advises a 'cautious approach' for US investing as earnings growth has largely consolidated within mega-cap tech stocks. Neil Dutta of Renaissance Macro and Tony Rodriguez of Nuveen discuss what's next for the Fed...
May 29, 2024•34 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 29th, 2024 Featuring: Paul Ciana, Head of FICC Technical Strategy Research at Bank of America Securities, on buying the dip Amanda Lynam, Head of Macro Credit Research at BlackRock, talks about her weekly credit note on the bifurcated US consumer Tom Steyer, co-executive chair and co-founder at Galvanize Climate Solutions, discusses his new book and US climate poli...
May 29, 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 Amanda Agati & Mike Green. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
May 28, 2024•6 min
-Lori Calvasina, RBC Capital Markets Head of US Equity Strategy -Pooja Sriram, Barclays VP, US Economics Research -Deborah Cunningham, Federated Hermes Chief Investment Officer, Global Liquidity Markets -Steven Pagliuca, Bain Capital Private Equity Senior Advisor + PagsGroup Chair, CEO and Founder, Boston Celtics and Atalanta BC co-owner RBC's Lori Calvasina says investors are facing 'a lot of fog' around what the next year brings for markets. Pooja Sriram of Barclays and Deborah Cunningham of F...
May 28, 2024•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 28th, 2024 Featuring: Liz Young, Chief Investment Strategist at SoFi, talks about market volatility and Dollar stability Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, on the iPhone shipments increase in China Terry Haines, founder at Pangaea Policy, discusses the political fallout from the Trump trial, the latest news on Israel, and other DC headlin...
May 28, 2024•27 min