Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 9th, 2024 Featuring: Admiral James Stavridis, Bloomberg Opinion columnist, retired US Navy admiral, and former supreme allied commander of NATO, on his new book, "The Restless Wave," and geopolitical conflicts Steven Oh, Global Head of Fixed Income at PineBridge Investments, discusses opportunities in the rare non-recessionary rate-cutting cycle the US economy ...
Oct 09, 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 Jeffrey Rosenberg & Eric Balchunas. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 08, 2024•6 min
- Ben Snider, Goldman Sachs Sr. Strategist - Mohamed El-Erian, Queens' College Cambridge BBO & President - Mark Cabana, BofA Global Research Head of US Rates Strategy Ben Snider of Goldman Sachs believes there is a lot of potential earnings upside ahead. Mohamed El-Erian of Queens' Colleg e Cambridge says, "the economy is fundamentally sound, so it can absorb shocks." Mark Cabana of BofA thinks the Fed will cut by 25bps until March of next year. See omnystudio.com/listener for privacy inform...
Oct 08, 2024•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Jess MentonOctober 8th, 2024 Featuring: Torsten Slok, Partner and Chief Economist at Apollo Global Management, on his rate cut call and offers his outlook for the economy Jennifer Lawless, professor at University of Virginia, on the upcoming election and political moment in the US Jeffrey Rosenberg, Portfolio Manager of the Systematic Multi-Strategy Fund at BlackRock, discusses si...
Oct 08, 2024•37 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Jim Glassman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 07, 2024•5 min
- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist - Bob Doll, Crossmark Global Investments CEO & CIO - Ed Yardeni, Yardeni Research President Katrina Dudley of Franklin Templeton says bullishness in the top of the market is starting to filter down. Bob Doll of Crossmark Global Investments believes a bumpy landing is coming. Ed Yardeni of Yardeni Research says the health of the stock market depends on earnings. See omnystudio.com/listener for privacy information...
Oct 07, 2024•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Damian SassowerOctober 7th, 2024 Featuring: Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on her outlook for Q4, her base case for US growth, and equity preferences in the Fed's easing cycle Jim Glassman, former Head Economist at JPMorgan Chase's Commercial Bank, reacts to last week's labor market report and looks ahead on the outlook for the U...
Oct 07, 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 Ira Jersey, Ellen Zenter, & Liz Ann Sonders. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 04, 2024•5 min
- Priya Misra, JPMorgan Core Plus Bond ETF Portfolio Manager - Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund - Mohamed El-Erian, Queens' College Cambridge President - Stephanie Roth, Chief Economist at Wolfe Research Priya Misra of JPMorgan says high-quality fixed income is the best place to be right now. Jeff Rosenberg of BlackRock believes growth is running well above potential. "It's a strong labor market late in the cycle," says Mohamed El-Erian of Queens'...
Oct 04, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 4th, 2024 Featuring: Claudia Sahm, Chief Economist at New Century Advisors, Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing at Morgan Stanley’s Global Investment Office, and Bloomberg Intelligence Chief US Rates Strategist Ira Jersey react to the latest jobs data Constance Hunter, Chief Economist at The Economist Intelli...
Oct 04, 2024•40 min
Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host Doug Krizner spoke with Bloomberg managing editor for US economic policy Kate Davidson. See omnystudio.com/listener for privacy information.
Oct 03, 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 & Nathan Sheets. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 03, 2024•6 min
- Adam Posen, President of the Peterson Institute for International Economics - Lindsey Piegza, Chief Economist at Stifel - Bill Dudley, Bloomberg Opinion columnist and former President of the New York Federal Reserve Adam Posen with the Peterson Institute joins to discuss the outlook for a recession and potential softening in the US economy. Lindsey Piegza of Stifel joins the discussion to react to weekly jobless claims and preview tomorrow's jobs report. Bill Dudley, formerly of the NY Federal...
Oct 03, 2024•22 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 3rd, 2024 Featuring: Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses outlook for corporate credit and signals from the bond market on the rate and market outlook Dan Ives, Senior Equity Analyst at Wedbush Securities, on Tesla's delivery miss and OpenAI's historic funding round Sophia Drossos, Economist and Strategist at Point72, on recent ec...
Oct 03, 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 Scott Ladner & Aaron David Miller Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 02, 2024•5 min
Jim Bianco of Bianco Research shares why he's in the 'no-landing camp' as the economy digests the Fed's rate cut. Vanguard's Joe Davis and Nuveen's Tony Rodriguez discuss the state of the labor market ahead of Friday's jobs report along with the outlook for the bond market. Apollo CEO Marc Rowan warns that aggressive Fed cuts risk backfiring, and overviews what he expects for the future of private and public markets. See omnystudio.com/listener for privacy information....
Oct 02, 2024•42 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 2nd, 2024 Featuring: Aaron David Miller, Carnegie Endowment for Int’l Peace Senior Fellow Dan Peris, Federated Hermes Senior Vice President Ed Mills, Raymond James Policy Analyst Stephanie Roth, Wolfe Research Chief Economist Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillan...
Oct 02, 2024•30 min
Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cycle. The candidates touched on key topics such as foreign policy, climate change, and immigration. Walz opened with sharp criticism toward Donald Trump, noting that many of the former president’s own aides had questioned the Republican presidential candidate’s suitability for office. Vance repeatedl...
Oct 02, 2024•19 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Matt Luzzetti & David Salem. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Oct 01, 2024•6 min
- Seema Shah, Principal Asset Management Chief Global Strategist - Rep. Lisa McClain (R-MI), Chairwoman of Financial Services Oversight Subcommittee - Neil Dutta, Renaissance Macro Research Head of US Economic Research Seema Shah of Principal Asset Management says a recession is unlikely over the next 18 months. Representative Lisa McClain says the economy is crucial for voters, particularly in her swing state of Michigan. Neil Dutta of Renaissance Macro Research believes growth may not be stron...
Oct 01, 2024•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyOctober 2nd, 2024 Featuring: Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses why he believes labor data is all that matters for equities this week French Hill, Republican Congressman from Arkansas, talks about the dockworkers strike, Basel III, and the US election Julie Norman, professor at University College-London, on the latest developments in t...
Oct 01, 2024•31 min
- Brian Weinstein, Morgan Stanley Investment Management, Head of Global Markets - Aditya Bhave, BofA Securities Senior US Economist - Venu Krishna, Barclays Head of US Equity Strategy Brian Weinstein of Morgan Stanley thinks bond yields will be "meaningfully higher from here" as we continue this easing cycle. Aditya Bhave of BofA Securities is holding onto a soft landing outlook because layoffs remain low. Venu Krishna says the disconnect right now is between the rates market and the equity mark...
Sep 30, 2024•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney and David GuraSeptember 30th, 2024 Featuring: Jay Hatfield, CEO at Infrastructure Capital Management, talks about why he's bullish on China, where his firm is investing capital, and why he believes in the "Hatfield Rule" and not the "Sahm Rule" Henrietta Treyz, Managing Partner at Veda Partners, previews the 2024 election and discusses the latest DC headlines Dani Burger, Bloomberg...
Sep 30, 2024•28 min
A chemical manufacturing company grinds to a halt when a cyberattack locks up their entire assembly line. Kurtis Minder, a renowned ransomware negotiator, answers their call for help and explains why manufacturing companies are uniquely vulnerable to these kinds of disruptive attacks. Then David Adrian from Chrome chats with Kate about how a web-focused strategy can help manufacturers transform what are commonly thought of as massive vulnerabilities into secured points of access and visibility. ...
Sep 28, 2024•20 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Nassim Taleb, Sebastien Page and Harvard Coach Andrew Aurich Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 27, 2024•7 min
- Dana Peterson, The Conference Board Chief Economist- Kristina Hooper, Invesco Chief Global Strategist- Marvin Loh, State Street Senior Strategist - Global Macro Dana Peterson of The Conference Board says the Fed can be less concerned about inflation following the release of the August Core PCE inflation data. Kristina Hooper of Invesco believes there is a lot of nervousness about the Fed's 50bp rate cut and what it means for the economy. Marvin Loh of State Street says, "A lot of what we're se...
Sep 27, 2024•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024 Featuring: Massim Taleb, Universa Investments Senior Scientific Advisor and Author Scott Patterson Lindsey Piegza, Stifel Chief Economist Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance Eric Mol...
Sep 27, 2024•43 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Drew Matus and Myles Miller. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Sep 26, 2024•5 min
-Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager Evan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 m...
Sep 26, 2024•19 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and David GuraSeptember 26th, 2024 Featuring: Nick Colas, Co-founder of DataTrek Research Rob Sockin, Global Economist at Citi Jennifer Lee, BMO Capital Markets Senior Economist Ethan Bronner, Bloomberg Israel Bureau Chief Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/liste...
Sep 26, 2024•24 min
