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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 conversations with Brown University’s Wendy Schiller & Jordan Rochester of Mizuho. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Featuring: Stephen Miran, Federal Reserve Governor Seema Shah, Chief Global Strategist, Principal Asset Management Jim Zelter, President, Apollo Global Management See omnystudio.com/listener for privacy information.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, January 8th, 2026 Featuring: 1) Marta Norton, Chief Investment Strategist at Empower, examines whether the rotation trade can continue in 2026. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, joins from CES in Las Vegas to discuss the state of AI investing. 3) Wendy Schiller, Professor of Political Science at Brown University, reacts to th...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Fordham Global Foresight’s Tina Fordham & Ruchir Sharma of Rockefeller International & Breakout Capital Partners. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....
Featuring: David Bailin, CIO Group CEO John Bilton, JP Morgan Global Head of Multi-Asset Solutions Jonathan Tamari, Bloomberg Government Congress Reporter Henrietta Treyz, Veda Partners Economic Policy Research Director See omnystudio.com/listener for privacy information.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, January 7th, 2026 Featuring: 1) Ruchir Sharma, Chairman at Rockefeller International & Founder and CIO at Breakout Capital Partners, explains why 2026 marks a turning point for global markets.2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses why disinflation and a softer dollar set up a pro-risk backdrop for m...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Harvard Kennedy School’s Ricardo Hausmann & Shannon O’Neil of the Council on Foreign Relations. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI Sonal Desai, Fixed Income CIO at Franklin Templeton Andrew Hollenhorst, Chief US Economist at Citi Research Troy Gayeski, Chief Market Strategist at Future Standard Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares his market outlook for the year ahead. Sonal Desai, Fixed Income CIO at Franklin Templeton, discusses why she’s remaining constructive on US growth. Andrew Hollenhorst, Chief US...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, January 6th, 2026 Featuring: 1) Liz Ann Sonders, Chief Investment Strategist & Kevin Gordon, Head of Macro Research and Strategy at Charles Schwab, joins for an extended conversation on why 2026 marks a transition year for markets.2) Ricardo Hausmann, Professor of the Practice of International Political Economy at Harvard Kennedy School, on why foreign ...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Edward Morse of Hartree Partners. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Ed Yardeni, President at Yardeni Research Norman Roule, Fmr. Senior US Intelligence Official Bob McNally, Founder & President at Rapidan Energy Advisors Jim Bianco, President and Macro Strategist at Bianco Research Ed Yardeni, President at Yardeni Research, shares his market outlook for 2026. Former Senior US Intelligence official Norman Roule reacts to the capture of Venezuelan President Nicolas Maduro. Bob McNally, Founder & President at Rapidan Energy Advisors, examines what this week...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, January 5th, 2026 Featuring: 1) Ed Morse, Senior Advisor and Commodities Strategist at Hartree Partners, discusses the state of commodities markets at large following the capture of Venezuelan President Nicolas Maduro. 2) Keith Lerner, Chief Investment Officer at Truist, discusses how easing policy and earnings growth support the next leg of expansion. 3) He...
President Donald Trump said the US would run Venezuela until a transition could be organized, hours after a US operation captured leader Nicolás Maduro, ousting the strongman from power after months of mounting military and economic pressure on his regime. “We’re going to run the country until such time as we can do a safe, proper and judicious transition,” Trump said Saturday at a press conference at his Mar-a-Lago estate in Florida. “So we don’t want to be involved with having somebody else ge...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Wednesday, December 31st, 2025 Featuring: 1) Kristina Hooper, Chief Market Strategist at Man Group, on why gold remains a key hedge in a slowing economy and uncertain policy cycle. 2) Ian Wyatt, Chief Economist at Huntington Bank, on why inflation remains sticky despite moderating growth. 3) Eric Sterner, Chief Investment Officer at Apollon Wealth Managem...
Geoffrey Yu, Senior Market Strategist at BNY Dana Peterson, Chief Economist at The Conference Board Andrew Bishop, Global Head of Policy Research at Signum Global Dan Ives, Global Head of Tech Research at Wedbush Securities Geoffrey Yu, Senior Market Strategist at BNY, discusses why growth still has room to run in 2026. Dana Peterson, Chief Economist at The Conference Board, weighs in on whether we will get a clear picture of the US economy post-government shutdown. Andrew Bishop, Global Head of...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Isabelle Lee Friday, January 2nd, 2026 Featuring: 1) Bret Kenwell, US Investment and Options Strategist at eToro, on how a supportive Fed and contained inflation keep equities positioned for gains. 2) Russell Price, Chief Economist at Ameriprise Financial, examines why the labor market remains the key risk to the American economy in the year ahead. 3) Adam Turnquist, Chief Te...
Michael Purves, CEO at Tallbacken Capital Advisors Michael Reid, Senior US Economist at RBC George Pollack, Senior US Policy Analyst at Signum Global Barbara Doran, CEO & CIO at BD8 Capital Michael Purves, CEO at Tallbacken Capital Advisors, discusses the risks of AI capex spending not paying off. Michael Reid, Senior US Economist at RBC, looks at the state of the American economy heading into 2026. George Pollack, Senior US Policy Analyst at Signum Global, weighs in on the expiration of Cov...
Mark Cabana, Head of US Rates Strategy at BofA Global Research Constance Hunter, Chief Economist at Economist Intelligence Unit Dana D’Auria, Co-CIO & Group President at Envestnet Nicole Bachaud, Labor Economist at ZipRecruiter Mark Cabana, Head of US Rates Strategy at BofA Global Research, examines the state of Fed monetary policy entering 2026. Constance Hunter, Chief Economist at Economist Intelligence Unit, on why she projects a bumpy road ahead for the US economy. Dana D’Auria, Co-CIO &...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Tuesday, December 30th, 2025 Featuring: 1) Dan Ives, Global Head of Tech Research at Wedbush Securities, shares his top AI plays for 2026. 2) Patrick Murphy, Executive Director of Geopolitical Advisors at Hilco Global, examines how geopolitics has become a core pricing mechanism in markets. 3) Alonso Munoz, Chief Investment Officer at Hamilton Capital Par...
Cameron Dawson, Chief Investment Officer at NewEdge Wealth Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes Veronica Clark, Director of Citi Research at Citigroup Global Markets Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses why valuation support has largely run its course. Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes, examines the impact Fed independenc...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Monday, December 29th, 2025 Featuring: 1) Jay Hatfield, CEO at Infrastructure Capital Management, discusses why AI and Fed cuts will continue to support markets in 2026. 2) Joy Yang, Head of Index Product Management at MarketVector Indexes, examines the risks markets may be ignoring heading in the year ahead. 3) Chris Kampitsis, Managing Partner at Barnum...
Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Erin McLaughlin, Senior Economist at The Conference Board Ed Mills, Washington Policy Analyst at Raymond James George Goncalves, Head of US Macro Strategy at MUFG Americas Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, on the high bar for equities in 2026. Erin McLaughlin, Senior Economist at The Conference Board, discusses the state of US consumer confidence. Ed Mills, Washington Policy Ana...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, December 26th, 2025 Featuring: 1) David Sherman, CIO at CrossingBridge Advisors, discusses investing discipline and opportunities outside of the US heading into 2026.2) Bill Adams, Chief Economist at Comerica Bank, discusses why economic growth may broaden in 2026.3) Julia Wilson, Principal, Advisory Strategy at KPMG US, examines the state of the US consumer...
Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist Cameron Dawson, Chief Investment Officer at NewEdge Wealth Terry Haines, Founder at Pangaea Policy Michael O’Rourke, Chief Market Strategist at JonesTrading Stephanie Roth, Chief Economist at Wolfe Research, and Michael Ball, Bloomberg News Macro Strategist, join for reaction to Wednesday’s US jobless claims data. Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares her year-ahead market...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Wednesday, December 24th, 2025 Featuring: 1) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on why market volatility may persist despite solid economic growth.2) Nicole Larson, National Manager of Retail Research at Colliers, on what holiday trends signal for consumer spending in 2026.3) Peter Tchir, Head of Macro Strategy at ...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Tradition's Steven Major and Jim Caron of Morgan Stanley. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Vincent Reinhart, Chief Economist at BNY Dan Skelly, Managing Director at Morgan Stanley Wealth Management Mona Mahajan, Head of Investment Strategy at Edward Jones Peter Supino, Senior Analyst at Wolfe Research Vincent Reinhart, Chief Economist at BNY, reacts to Tuesday’s US GDP print. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, shares why the outlook for 2026 remains constructive. Mona Mahajan, Head of Investment Strategy at Edward Jones, discusses her bullish outlook fo...
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, December 23rd, 2025 Featuring: 1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors. 2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery. 3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Chu...
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with JPMorgan’s David Kelly & Lori Calvasina of RBC Capital Markets. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Federal Reserve Governor Stephen Miran Neil Dutta, Head of US Economic Research at Renaissance Macro Research Marvin Loh, Senior Strategist: Global Macro at State Street Patrick McHenry, Former Chair of the House Financial Services Committee Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta, Head of US Economic Research at Renaissance Macro, joins Governor Miran with more analysis on the view of the American...
