What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . 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 & David Doyle. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Nov 19, 2024•5 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research - Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist - Stephanie Roth, Wolfe Research Chief Economist Joe Feldman of Telsey Advisory Group reacts to Walmart's positive 3Q earnings, saying the company is broadly serving the American customer. Emi...
Nov 19, 2024•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 19th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Tina Fordham, geopolitical risk analyst and founder at Fordham Global Insight, on the war in Ukraine and the role of the US in the conflict Marc Champion, Bloomberg Opinion columnist, w...
Nov 19, 2024•27 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Henrietta Treyz & Amanda Rebello. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Nov 18, 2024•5 min
- Amanda Lynam, BlackRock Head of Macro Credit Research - Henrietta Treyz, Veda Partners Co-Founder & Director of Economic Policy - Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst Amanda Lynam of BlackRock is concerned across-the-board tariffs could spike retaliation. Henrietta Treyz of Veda Partners says, "Investors think that the stock market, whether it's going up or down has a real leash on the president. I don't think that that's true." Kate McShane of Goldman ...
Nov 18, 2024•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 18th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Stephanie Roth, Chief Economist at Wolfe Research, on tax cuts, the Fed's interest rate path, and animal spirits Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, discus...
Nov 18, 2024•32 min
Everywhere you turn, there’s another headline about Artificial Intelligence. But how do companies make money with AI? We’re exploring how companies of all sizes are using AI to remake their operations, increasing their return on investment and that of their customers. This episode is sponsored by IBM. See omnystudio.com/listener for privacy information.
Nov 17, 2024•10 min
- Phil Camporeale, JPMorgan Managing Director/Portfolio Manager: Multi Asset Solutions - Frank Lee, HSBC Global Head:Tech Hardware & Semi Research - Greg Melich, Evercore ISI Senior Managing Director Phil Camporeale of JPMorgan says policy error from the Trump Administration or the Fed is "our biggest risk." Frank Lee of HSBC says ahead of Nvidia earnings, "If you look at all of next year, we do feel confident there will still be further upside in terms of the market expectations." Greg Meli...
Nov 15, 2024•22 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 15th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Boston Fed President Susan Collins in conversation with Bloomberg's Michael McKee Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, presents some charts on t...
Nov 15, 2024•39 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Rob Casey, Signum Global Advisors Partner & Senior Analyst - Mohamed El-Erian, Queens' College Cambridge President - Brian Weinstein, Morgan Stanley Investment Management Head of Global Markets Rob Casey of Signum Advisors thinks there could be more Trump nomination surprises coming. Mohamed El-Erian of Queens' College Cambridge believes, "The market is front-runn...
Nov 14, 2024•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 14th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Ed Yardeni, President at Yardeni Research, discusses his bull market call as the country enters a second Trump administration David Blanchflower, economics professor at Dartmouth, on th...
Nov 14, 2024•35 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Caron & Richard Haass. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Nov 14, 2024•4 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Kevin Gordon, Charles Schwab Senior Investment Strategist - David Kelly, JPMorgan Asset Management Chief Global Strategist - Neel Kashkari, Minneapolis Fed President Kevin Gordon of Charles Schwab says the economic environment 'could not be more different' between Donald Trump's first and second terms as President. David Kelly of JPMorgan reacts to October CPI data, s...
Nov 13, 2024•32 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 13th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, on how foreign affairs will be reshaped by a second Trump administration Jim C...
Nov 13, 2024•50 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Tom Steyer, Galvanize Climate Solutions Co-founder, "Cheaper, Faster, Better: How We'll Win The Climate War" Author - David Tinsley, BofA Institute Senior Economist - William Dudley BBO, Bloomberg Economics & Former NY Fed President Tom Steyer of Galvanize Climate Solutions says it's an "absolute necessity" for America to lead "the green transition." David Tinsley...
Nov 12, 2024•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 12th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Jay Hatfield, CEO at Infrastructure Capital Management, discusses why he's raising his S&P target after a likely Republican sweep and talks about his outlook for US economic growth ...
Nov 12, 2024•31 min
- Nela Richardson, ADP Chief Economist & ESG Officer - Jason Furman, Harvard Kennedy School Professor of the Practice of Economic Policy - Oksana Aronov, JPMorgan Asset Management Head of Market Strategy for Alternative Fixed Income Nela Richardson of ADP says the fiscal deficit is a big dragon to slay that could reignite inflation. Jason Furman of Harvard Kennedy School believes Trump will walk away from heavy interference with the Federal Reserve. Oksana Aronov of JPMorgan says, "The probl...
Nov 11, 2024•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Damian SassowerNovember 11th, 2024 Featuring: Kristina Hooper, Chief Global Market Strategist at Invesco, discusses the election effect on markets and whether it will have a bigger impact than rate cuts Zach Cohen, reporter at Bloomberg Government, on the latest House and Senate races Nick Stadtmiller, Head of Product at Medley Global Advisors, discusses EM opportunities in a...
Nov 11, 2024•30 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Admiral James Stavridis & Michael Shaoul. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Nov 08, 2024•4 min
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . - Rob Casey, Signum Global Advisor Partner & Senior Analyst - Mohamed El-Erian, Queens' College Cambridge - Ryan Petersen, Flexport CEO Rob Casey of Signum Global Advisors predicts, "In the house, Donald Trump is king. They are going to take their shots not from Mike Johnson or anybody else." Mohamed El-Erian of Queens' College Cambridge says this is a time when US ...
Nov 08, 2024•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 8th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Michael Shaoul, Portfolio Manager at Ion Asset Management, discusses commodity pricing, and how investors are pricing in the jobs report, the Fed, and a second Trump admin Jessica Taylor...
Nov 08, 2024•33 min
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.
Nov 07, 2024•34 min
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.
Nov 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 Abby Joseph Cohen & Ed Mills. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 07, 2024•6 min
- Heidi Crebo-Rediker, Adjunct Sr Fellow, Council on Foreign Relations - Tobin Marcus, Wolfe Research Head of US Politics and Policy - Andrew Hollenhorst, Citi Chief US Economist Heidi Crebo-Rediker of the Council on Foreign Relations says Trump taking office will be all about "tariffs, tariffs and tariffs," and the president elect can move quickly on them. Tobin Marcus of Wolfe Research believes there is a broad sense that Democrats' values are out of touch with normal people after the election...
Nov 07, 2024•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 7th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Abby Joseph Cohen, professor at Columbia University, on the Fed meeting, what a second Trump presidency means for the US and global economies, and the legacy of the Biden economy Monica ...
Nov 07, 2024•41 min
- Isaac Boltanksy, BTIG Director Policy Research - Jay Pelosky, TPW Investment Management Chief Investment Officer/Co-Founder - Torsten Slok, Apollo Management Chief Economist Isaac Boltansky of BTIG says it will be a long few years before Democrats figure out who their new standard bearer is. Jay Pelosky of TPW Investment Management says, "The good idea of economics has turned into bad politics for the Democrats." Torsten Slok of Apollo believes, "Tomorrow is easy for the Fed. Tomorrow is diffi...
Nov 07, 2024•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 6th, 2024 What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey . ( https://bit.ly/4eIFhe5 ) Featuring: Ned Lamont, Democratic Governor of Connecticut, reacts to how Democrats fared in the election Steph Guild, Head of Investments Strategy at Robinhood, on how retail investors are trading ...
Nov 06, 2024•30 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ned Lamont & French Hill. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 06, 2024•4 min
- Kit Juckes, Chief FX Strategist, Soc Gen - Cameron Dawson, NewEdge Wealth Chief Investment Officer - Mark Cuban, Dallas Mavericks Minority Owner, Co-Founder, CostPlusDrugs.com Kit Juckes of Soc Gen says we're closer to a market that "genuinely doesn't know what's going to happen" in the election. Cameron Dawson of NewEdge Wealth says the uncertainty of the election means it could induce volatility. Billionaire Mark Cuban says Kamala Harris is "not a shape-shifter" and is "better for the econom...
Nov 05, 2024•23 min
