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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Mike Mayo. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Scott Bessent, Treasury Secretary of the United States - Howard Lutnick, Commerce Secretary of the United States - Jack Caffrey, Portfolio Manager at JPMorgan - Jill Ford, Co-Head: Equity Capital Markets at Wells Fargo Scott Bessent, Treasury Secretary of the United States, joins to discuss President Trump's economic priorities and the future of Fed Chair Jay Powell. Howard Lutnick, Commerce Secretary of the United States, discusses reaching a trade deal with Japan and progress on trade deals ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 23rd, 2025 Featuring: 1) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about equities' positive trend, fixed income stalemates, and dollar weakness. Global stocks have roared back from their April slump on expectations countries will strike agreements with the US ahead of an Aug. 1 deadline, avoiding significant damage to company earnings and t...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Stephanie Roth & Libby Cantrill. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Andrew Hollenhorst, Chief US Economist at Citi - Russell Brownback, Head: Global Macro Positioning at BlackRock - Samuel Zief, Head: Global FX Strategy at JPMorgan - Alexander Altmann, Global Head: Equities Tactical Strategies at Barclays Andrew Hollenhorst, Chief US Economist at Citi, discusses US inflation, the market rally, and Fed independence. Russell Brownback, Head: Global Macro Positioning at BlackRock, discusses what the bond market is signaling about the US economy. Samuel Zief, Head...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 22nd, 2025 Featuring: 1) Adam Posen, President of the Peterson Institute for International Economics, joins for an extended discussion on trade, the dollar, and Fed independence. Stocks slipped Tuesday while investors braced for news from companies on how tariffs are filtering through to their earnings. JPMorgan Asset Management Global Market Strategist Hugh Gim...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Frank Lee & Lori Calvasina. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Chris Harvey, Head: Equity Strategy at Wells Fargo - Angelo Zino, Head: Technology at CFRA - Charles Myers, Chairman and founder at Signum Global Advisors - Claudia Sahm, Chief Economist at New Century Advisors Chris Harvey, Head: Equity Strategy at Wells Fargo, talks about market bullishness and whether his S&P target could change should the president fire Fed Chair Jay Powell. Angelo Zino, Head: Technology at CFRA, joins to discuss Big Tech's AI investment and talent poaching as well as ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 21st, 2025 Featuring: 1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses her S&P 500 target and whether equity markets will continue to push through policy and Fed uncertainty. It also comes amid European Union envoys getting ready to meet to formulate a plan for measures to respond to a possible no-deal scenario with US Presiden...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wei Li & Anna Wong. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Christopher Waller, Member-Board of Governors at the Federal Reserve - Paul Atkins, Chairman of the SEC - Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs - Sonal Desai, CIO: Fixed Income at Franklin Templeton Christopher Waller, Member-Board of Governors at the Federal Reserve, joins for a discussion on Fed rate cuts and Fed independence. Paul Atkins, Chairman of the SEC, discusses regulation and the recent Stablecoin bill. Peter Oppenheimer, Chief Global Equity Strategist a...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 18th, 2025 Featuring: 1) Wei Li, Global Chief Investment Strategist at BlackRock, joins for an extended discussion about the outlook for inflation and global growth as well as US equity bullishness. Global equities extended their advance on Friday as growing confidence in the resilience of the US economy and upbeat earnings lent fresh support to risk sentiment. ...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Glenn Hubbard & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Torsten Slok, Chief Economist at Apollo - Jim Bullard, Dean: Purdue University Business School - Jim DeMare, President: Global Markets at Bank of America - Scott Kirby, United Airlines CEO Torsten Slok, Chief Economist at Apollo, discusses his recent notes on the US economy and AI and also discusses Fed independence. Jim Bullard, Dean: Purdue University Business School, talks about the importance of Federal Reserve independence and his path for rate cuts. Jim DeMare, President: Global Markets ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 17th, 2025 Featuring: 1) Glenn Hubbard, Dean Emeritus at Columbia Business School, talks supply side economics and how it's been put into practice by the Trump administration as well as the impact of Fed independence on the US economy. President Trump said he would send letters to more than 150 countries notifying them their tariff rates could be 10% or 15%. Tru...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Malpass & Amanda Lynam. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- David Malpass, former President at the World Bank - Devin Ryan, Managing Director at Citizens - Pierre Ferragu, Head: Global Technology at New Street Research - Kara Murphy, CIO at Kestra Investment Management David Malpass, former President at the World Bank, joins to discuss President Trump's economic and political priorities both domestically and abroad. Devin Ryan, Managing Director at Citizens, reacts to bank earnings. Pierre Ferragu, Head: Global Technology at New Street Research, talks ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 16th, 2025 Featuring: 1) Amanda Lynam, Head of Macro Credit Research at BlackRock, joins to talk about corporate credit resilience amid continued policy shifts. Stocks slipped as negative tariff headlines and dialed-back expectations for interest-rate cuts prompted doubts about the market’s ability to sustain recent highs. US Treasuries held steady. 2) Gerard Ca...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Barry Ritholtz & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Scott Bessent, US Treasury Secretary - Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - Neil Dutta, Head: US Economic Research - David Kelly, Chief Global Strategist at JPMorgan Asset Management Scott Bessent, US Treasury Secretary, joins to discuss President Trump's economic priorities and tariff policy in the months ahead. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks about the sustainability of the equity rally ahead of today's CPI reading and also breaks down ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 15th, 2025 Featuring: 1) Constance Hunter, Chief Economist at EIU, and Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas, react to CPI and discuss their market and economic outlooks. Stocks advanced in early trading after Nvidia secured US assurances to resume sales of some artificial intelligence chips to China. 2) Alison Williams, Senior ...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with George Bory & Ben Laidler. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Michael Darda, Chief Economist at Roth Capital Partners - Peter Tchir. Head: Macro Strategy at Academy Securities - Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld - Vito Sperduto, Head: US Capital Markets at RBC Capital Markets Michael Darda, Chief Economist at Roth Capital Partners, joins to discuss how tariff clarity could impact the economy and the risks of inflation in the Us. Peter Tchir. Head: Macro Strategy at Academy Securities, talks about how the market is calculating ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney July 14th, 2025 Featuring: 1) Ben Laidler, Head of Equity Strategy at Bradesco BBI, talks about the sustainability of the US equity rally and staying in the market. Stocks fell in early trading as the Trump administration escalated its trade war, with investors bracing for economic reports that will offer an early read on the impact of tariffs. 2) Rep. Jodey Arringt...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with John Stoltzfus & Jay Bryson. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Jose Minaya, Global Head of BNY Investments & Wealth at BNY Wealth - Steven Ricchiuto, Chief US Economist at Mizuho - Jeannette Lowe, Director: Policy Research at Strategas Securities - Angelo Zino, Head: Technology at CFRA Research Jose Minaya, Global Head of BNY Investments & Wealth at BNY Wealth, joins to discuss his outlook for markets and a potential pullback in the equity rally. Steven Ricchiuto, Chief US Economist at Mizuho, discusses US economic bullishness amid continued polic...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 11th, 2025 Featuring: 1) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., joins for an extended discussion on the sustainability of the equity rally and his S&P target as he remains one of Wall Street's leading bulls. Investor appetite for equities remain strong, driven by confidence in the US economy’s resilience and optimism ahead of e...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Andrew Sheets & Julian Emanuel. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
- Mike Pence, former US Vice President - Kaja Kallas, VP and Representative: Foreign Affairs & Security Policy at the European Commission - Liz Ann Sonders, Chief Investment Strategist at Charles Schwab - Liz Everett Krisberg, Head: Bank of America Institute Mike Pence, former US Vice President, talks about the second Trump administration's economic and political priorities and the outlook for the Republican party. Kaja Kallas, VP and Representative: Foreign Affairs & Security Policy at ...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJuly 10th, 2025 Featuring: 1) NYC Mayor Eric Adams talks about his candidacy for re-election, the state of NYC and his former Democratic party, and working with President Trump amid federal funding fears. President Trump has been warning against the prospect of Zohran Mamdani winning the New York mayor’s race. Trump said New Yorkers should not vote for Mamdani in Nov...
