Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management Stephanie Roth, Chief Economist at Wolfe Research Kay Herr, CIO: US GFICC at JPMorgan Asset Management Rep. French Hill, Chairman of the House Financial Services Committee Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses whether the resilient US consumer can sustain growth as credit stress mounts. Stephanie Roth, Chief Economist at Wolfe Research, gives her assessment of the US economy...
Nov 18, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, November 18th, 2025 Featuring: 1) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, examines the pullback in retail and tech as investors brace for volatility around Fed policy. 2) Angela Stent, Senior Fellow at the American Enterprise Institute, discusses proposed Senate legislation to sanction Russia's trading partners and President Trump's White...
Nov 18, 2025•30 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Henrietta Treyz of Veda Partners & Citi's Ron Josey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 17, 2025•3 min
Torsten Slok, Chief Economist at Apollo Global Management Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Terry Haines, Founder at Pangaea Policy Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank Torsten Slok, Chief Economist at Apollo Global Management, shares his expectations for the first official post-shutdown US economic data due Thursday. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on what Nvidia’s earnings will mean for the broader tec...
Nov 17, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, November 17th, 2025 Featuring: 1) Michael Purves, CEO at Tallbacken Capital Advisors, discusses deepening labor market divides and slowing wage growth across income levels. 2) Glenn Hubbard, Dean Emeritus at Columbia Business School, discusses the impact of artificial intelligence and Fed independence on the US economy. 3) Sir Howard Stringer, Former Non-Exe...
Nov 17, 2025•39 min
Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Bill Beach, Former Bureau of Labor Statistics Commissioner Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management and President of Wells Fargo Investment Institute Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, explains why she’s warning clients not to chase the market. Bill Beach, Former Bureau of Labor Statist...
Nov 14, 2025•27 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda Friday, November 14th, 2025 Featuring: 1) Seema Shah, Chief Global Strategist at Principal Asset Management, discusses market uncertainty and economic divides in a data scarce environment. 2) Francisco Blanch, Head of Global Commodities and Derivatives Research at Bank of America Securities, highlights how mean reversion and carry themes defining year end strate...
Nov 14, 2025•26 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with PIMCO's Tiffany Wilding & Keith Lerner of Truist. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 13, 2025•4 min
Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research Lisa Hornby, Head of US Fixed Income at Schroders Investment Management Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, on why the remainder of 2025 is on the bulls’ side. Kevin Gordon, Head of Macro Research and Strategy at Schwa...
Nov 13, 2025•33 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, November 13th, 2025 Featuring: 1) Tiffany Wilding, Managing Director and Economist at PIMCO, on how shutdown-related data delays complicate Federal Reserve decision making ahead of December meeting.2) Wendy Schiller, Professor of Political Science at Brown University, examines the political fallout in Washington after seven Senate Democrats broke ranks and...
Nov 13, 2025•32 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with BlackRock's Russ Brownback & Jay Hatfield of Infrastructure Capital Advisors. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 12, 2025•5 min
Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock Sarah House, Senior Economist at Wells Fargo Jon Lieber, Managing Director: US at The Eurasia Group Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, discusses the US inflation picture and the Federal Reserve’s path ahead. Sarah House, Senior Economist at Wells Fargo, explains how the labor market is holding together a...
Nov 12, 2025•37 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, November 12th, 2025 Featuring: 1) Russ Brownback, Deputy CIO of Global Fixed Income at BlackRock, discusses how the US is suffering from an affordability crisis, and not inflation persistence.2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, talks reluctant rally concentration risk and institutional investor caution. 3) Rohit Chopr...
Nov 12, 2025•36 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Chuck Clough of Clough Capital & Oppenheimer's John Stoltzfus. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 11, 2025•3 min
- Omar Aguilar, CEO & CIO at Schwab Asset Management - Henrietta Treyz, Director of Economic Policy Research at Veda Partners - Dan Skelly, Managing Director at Morgan Stanley Wealth Management - Venu Krishna, Head of US Equity Strategy at Barclays Omar Aguilar, CEO & CIO at Schwab Asset Management, discusses how uncertainty around inflation could mean fewer rate cuts next year. Henrietta Treyz, Director of Economic Policy Research at Veda Partners, breaks down the state of play in Washi...
Nov 11, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, November 11th, 2025 Featuring: 1) Huw van Steenis, Partner and Vice Chair & Daniel Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, join for an extended conversation on whether systemic risk fears in private credit are justified and how the Supreme Court ruling could reshape America's tariff framework and global trade ...
Nov 11, 2025•42 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with BlackRock's Amanda Lynam & BNP's Greg Boutle. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 10, 2025•5 min
- San Francisco Fed President Mary Daly - Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - Lindsey Piegza, Chief Economist at Stifel - Meghan Swiber, US Rates Strategist at BofA Securities San Francisco Fed President Mary Daly joins to talk Fed policy and the state of the US economy as the government shutdown rolls on. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses how investors are seeking refuge in companies with financial resiliance. Lindsey Piegza, Chief Econ...
Nov 10, 2025•34 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, November 10th, 2025 Featuring: 1) Talley Leger, Chief Market Strategist at Wealth Consulting Group, explains why easing inflation and expanding profit margins reinforce the bull market case. 2) Amanda Lynam, Head of Macro Credit Research at BlackRock, on the acceleration of big tech debt issuance. 3) Greg Boutle, Head of US Equity & Derivative Strategy a...
Nov 10, 2025•27 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Troy Gayeski, Chief Market Strategist at Future Standard. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 07, 2025•5 min
- Stephanie Roth, Chief Economist at Wolfe Research - Brian Gardner, Chief Washington Policy Strategist at Stifel - Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management - Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management Stephanie Roth, Chief Economist at Wolfe Research, discusses the state of the US labor market as the ongoing government shutdown continues to delay economic data releases. Brian Gardner, Chief Washington Policy Strategist at S...
Nov 07, 2025•26 min
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, November 7th, 2025 1) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about mixed signals across equities, bonds, and commodities amid policy uncertainty.2) Ryan Majerus, Partner: International Trade Team at King & Spalding LLP and former Assistant General Counsel at the Office of the U.S. Trade Representative during the first Trump Administration, analyzes Supreme Court skepticism over presidential tariff ...
Nov 07, 2025•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 Holger Schmieding & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 06, 2025•5 min
- Cathie Wood, CEO at ARK Invest - Seema Shah, Chief Global Strategist at Principal Asset Management - Esther George, Former Kansas City Fed President - Jon Lieber, Managing Director: US, at The Eurasia Group & Former Policy Adviser to Sen. Mitch McConnell Cathie Wood, CEO at ARK Invest, discusses why she believes Tesla CEO Elon Musk's $1 trillion pay package is worth it for company stockholders. Seema Shah, Chief Global Strategist at Principal Asset Management, gives her read on the tech se...
Nov 06, 2025•26 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, November 6th, 2025 1) Brian Belski, CEO and CIO at Humilis Investment Strategies, on starting his own firm and why the US secular bull market remains intact.2) Holger Schmieding, Chief Economist at Berenberg, discusses Eurozone resilience, Thursday's rate decision from the Bank of England, and his expectations for a return to growth for the UK in 2026.3) S...
Nov 06, 2025•31 min
- Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley - Kathryn Wylde, President & CEO at Partnership for New York City - Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce & National Security Practice Chair at Wiley Rein - Jim Zelter, President at Apollo Global Management Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley, join to react t...
Nov 05, 2025•45 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Wednesday, November 5th, 2025 1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, talks market momentum and risk factors heading into 2026. 2) Jennifer Lawless, Professor of Politics & Public Policy at University of Virginia, on Democrats' election night sweep and the ongoing government shutdown. 3) Danielle DiMartino Booth, CEO & Chief...
Nov 05, 2025•27 min
- Torsten Slok, Chief Economist at Apollo Global Management - Henrietta Treyz, Director of Economic Policy Research at Veda Partners - Henry Allen, Macro Strategist at Deutsche Bank - Whitney Tilson, Former NYC Democratic Mayoral Candidate & Editor at Stansberry Research Torsten Slok, Chief Economist at Apollo Global Management, discusses the growing divide between Fed policymakers. Henrietta Treyz, Co-Founder at Veda Partners, joins to talk Election Day in the US and the effects of a prolon...
Nov 04, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Tuesday, November 4th, 2025 1) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses how strong earnings momentum and AI optimism are helping offset concerns about high valuations and mixed macro signals. 2) Jennifer Lee, Senior Economist at BMO Capital Markets, on sentiment data and inflation expectations shaping December FOMC ex...
Nov 04, 2025•25 min
- Federal Reserve Governor Stephen Miran - Mike Wilson, CIO & Chief US Equity Strategist at Morgan Stanley - Amanda Lynam, Head of Macro Credit Strategy at BlackRock - Nancy Lazar, Chief Global Economist at Piper Sandler Federal Reserve Governor Stephen Miran joins to discuss the path of Fed rate policy following last week's widely-anticipated cut. Mike Wilson, Chief US Equity Strategist and CIO at Morgan Stanley talks stock valuations and growth prospects heading into 2026. Amanda Lynam, He...
Nov 03, 2025•35 min
