Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 6th, 2025 Featuring: Amy Wu Silverman, Head of Derivates Strategy for RBC, joins to discuss how options markets are digesting the recent headline risks and what investors are staying the course David Rosenberg, founder and President at Rosenberg Research, joins for an extended discussion on equity bullishness and whether Jay Powell is managing a soft landing...
Feb 06, 2025•39 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Julian Emanuel & Ethan Bronner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 05, 2025•4 min
- Thomas Barkin, President of the Richmond Federal Reserve Bank - Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management - Mike Wirth, Chairman at Chevron - Hugh Johnston, CFO of The Walt Disney Company Richmond Fed President Tom Barkin joins in studio with Bloomberg's Michael McKee on the path for interest rates and Fed policy in a second Trump administration. Lindsay Rosner of Goldman Sachs discusses moves in the bond market and volatility from geopolitical uncertainty....
Feb 05, 2025•32 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 5th, 2025 Featuring: Julian Emanuel, Head of Equity, Derivatives, and Quantitative Strategy at EvercoreISI, joins to discuss the equity bull market and potential volatility from an earnings slowdown and Trump uncertainty Mona Mahajan, Senior Investment Strategist at Edward Jones, brings us into the market open and talks positive market sentiment amid a rolle...
Feb 05, 2025•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 Jordan Rochester & Krishna Memani. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 04, 2025•5 min
- Frances Donald, Chief Economist at RBC - Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - George Saravelos, Global Head: FX Research at Deutsche Bank - Dan Ives, Global Head of Technology Research at Wedbush Securities Frances Donald of RBC discusses how tariffs and President Trump's threat of using them could ripple through the US economy and affect Fed policy. Sarah Hunt of Alpine Saxon Woods talks about the whipsawing in markets following the president's tariff announcement then ...
Feb 04, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 4th, 2025 Featuring: Stephanie Roth, Chief Economist at Wolfe Research, discusses whether the threat of tariffs could affect the US economy and how the Fed might be pricing in tariff policy James Steel, Chief Commodities Analyst with HSBC, talks about volatility in commodities markets following President Trump's tariff announcement Krishna Memani, CIO at Laf...
Feb 04, 2025•39 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Douglas Irwin & Gautam Mukunda. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Feb 03, 2025•5 min
- Jason Furman, Professor of the Practice of Economic Policy at Harvard - Amrita Sen, founder at Energy Aspects - Stephen Stanley, Chief Economist at Santander - Earl Davis, Head: Fixed Income at BMO Asset Management Tariffs are in focus for markets all week as traders evaluate the fallout of President Trump's economic policies. Jason Furman of Harvard discusses the implementation of tariffs and its economic ripple effects. Energy Aspects' founder Amrita Sen breaks down the impact of tariffs on ...
Feb 03, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 3rd, 2025 Featuring: Doug Irwin, Dartmouth Professor of Economics and global trade expert, on the US trade war Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, talks about the early reaction from investors on the trade war Gautam Mukunda, professor at Yale School of Management, discusses the political impact of the trade war and if there's ...
Feb 03, 2025•32 min
Sebastien Page, Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price Adam Posen, President, PIIE Nouriel Roubini, Atlas America Fund Portfolio Manager / Roubini Macro Associates CEO See omnystudio.com/listener for privacy information.
Jan 31, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 31st, 2025 Featuring: Mandeep Singh, Senior Tech Analyst for Bloomberg Intelligence Simona Mocuta, Chief Economist at State Street Jen Flitton, Head of US Government Affairs at Invesco Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Jan 31, 2025•25 min
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Apple and Intel. They speak with: Bloomberg News Technology Reporter Jackie Davalos Angelo Zino, Senior Equity Analyst at CFRA Research Bloomberg Technology Co-Host Caroline Hyde See omnystudio.com/listener for privacy information.
Jan 30, 2025•35 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 Captain Richard Levy Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 30, 2025•4 min
Featuring: Mike Wilson, Chief US Equity Strategist/Chief Investment Officer Cameron Dawson, Chief Investment Officer, NewEdge Wealth Sonal Desai, Fixed Income CIO, Franklin Templeton See omnystudio.com/listener for privacy information.
Jan 30, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 30th, 2025 Featuring: Captain Richard Levy, Aviation Expert Consulting George Ferguson, Bloomberg Intelligence aerospace analyst Frances Donald, RBC Chief Economist John Stoltzfus, Oppenheimer & Co Chief Investment Strategist See omnystudio.com/listener for privacy information....
Jan 30, 2025•34 min
Bloomberg's Carol Massar and Tim Stenovec discuss the latest Big Tech earnings featuring Tesla, Meta and Microsoft. They speak with: Bloomberg Intelligence Senior Technology Analyst Mandeep Singh Bloomberg Technology Co-Host Caroline Hyde James Cakmak, Technology Analyst at Clockwise Capital Bloomberg Intelligence Senior Technology Analyst Anurag Rana See omnystudio.com/listener for privacy information....
Jan 29, 2025•52 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.
Jan 29, 2025•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 Michael Green, Anurag Rana & Amanda Lynam Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 29, 2025•5 min
Julian Emanuel, ISI Chief Equity & Quantitative Strategist, Evercore Lisa Shalett, Chief Investment Officer, Morgan Stanley Wealth Management Esther George, Former Kansas City Fed President See omnystudio.com/listener for privacy information.
Jan 29, 2025•25 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 29th, 2025 Featuring: Mike Green, Chief Strategist at Simplify Asset Management Amanda Lynam, Head of Macro Credit Research at BlackRock George Goncalves, Head: US Macro Strategy Mufg Securities America Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Jan 29, 2025•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 Ian Lyngen Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 28, 2025•4 min
-Matt Bryson, Wedbush Senior VP: Equity Research -Max Kettner, HSBC Chief Multi-Asset Strategist -Shahriar Pourreza, Guggenheim Securities Senior Managing Director See omnystudio.com/listener for privacy information.
Jan 28, 2025•23 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 28th, 2025 Featuring: Derek Halpenny, Head of Research, Global Markets EMEA & International Securities at MUFG Bank Ian Lyngen, Head of US Rates at BMO Capital Markets Seema Shah, Chief Global Strategist at Principal Asset Management Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Jan 28, 2025•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 Mandeep Singh and Anaurag Rana about China's DeepSeek AI platform Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 27, 2025•6 min
-Victoria Fernandez, Chief Market Strategist, Crossmark Global Investments -Angelo Zino, Senior Equity Analyst, CFRA Research -Seema Shah, Chief Global Strategist, Principal Asset Management Wall Street had a rough start to the week on concern that a cheaper artificial intelligence-model from Chinese startup DeepSeek could make valuations of the technology that has powered the bull market tough to justify. We get insights from Crossmark's Victoria Hernandez; Angelo Zino from CFRA Research;...
Jan 27, 2025•24 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 27th, 2025 Featuring: Anurag Rana and Mandeep Singh, Bloomberg Intelligence analysts, on how DeepSeek is panicking markets Joe Weisenthal, Bloomberg Odd Lots co-host Dr Stacy Rasgon, Bernstein analyst covering US Semiconductors and Semiconductor Capital Equipment Lisa Mateo on newspapers See omnystudio.com/listener for privacy information....
Jan 27, 2025•35 min
In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance. Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while running on less-advanced chips, casting doubt on the validity of the rich valuations for companies like Nvidia. You ca...
Jan 27, 2025•9 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives, George Saravelos, and Victoria Fernandez. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Jan 24, 2025•5 min
- Margie Patel, Senior Portfolio Manager at Allspring Global Investments - Steven Englander, Global Head of G10 FX Research at Standard Chartered Bank - Libby Cantrill, Head: Public Policy at PIMCO - Norman Roule, Non-Resident Senior Adviser at CSIS Margie Patel with Allspring Global Investments looks ahead at the path for equities in a second Trump term and animal spirits in markets. Steve Englander of Standard Chartered Bank reflects on the FX swings in President Trump's first week of his seco...
Jan 24, 2025•24 min
