Bloomberg Surveillance - podcast cover

Bloomberg Surveillance

Bloombergwww.bloomberg.com

Listen for the latest in finance, economics and investment.

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television.

Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. 

Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ.

Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF

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Episodes

Single Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino Booth

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with New Century Advisors’ Claudia Sahm & Danielle DiMartino Booth of QI Research. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 06, 20264 min

Bloomberg Surveillance TV: February 6th, 2026

Featuring: Brian Levitt, Invesco Global Market Strategist Stephanie Roth, Chief Economist at Wolfe Research Jeannette Lowe, Managing Director: Policy Research for Strategas Securities See omnystudio.com/listener for privacy information.

Feb 06, 202620 min

The Outlook for a Kevin Warsh-Led Fed

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, February 6th, 2026 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, examines the reaction to Kevin Warsh's Fed chair nomination. 2) Sean Simonds, Equity Strategist at UBS, on earnings season and AI capex concerns. 3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on grow...

Feb 06, 202638 min

Single Best Idea with Tom Keene: Dan Ives & Robert Schiffman

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Robert Schiffman of Bloomberg Intelligence. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 05, 20264 min

Bloomberg Surveillance TV: February 5th, 2026

Featuring: Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab Chris Caso, Managing Director: Semiconductors at Wolfe Research Edward Mills, Managing Director & Washington Policy Analyst for Raymond James See omnystudio.com/listener for privacy information.

Feb 05, 202619 min

AI Capex Concerns Persist & Central Banks on Hold

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney, Thursday, February 5th, 2026 Featuring: 1) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, reacts to the Bank of England's rate decision and Kevin Warsh's nomination as Fed chair. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, on the SpaceX-xAI merger and what he calls the 'software armageddo...

Feb 05, 202639 min

Single Best Idea with Tom Keene: Steve Englander & Meredith Whitney

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Steve Englander & Meredith Whitney. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 04, 20263 min

Bloomberg Surveillance TV: February 4th, 2026

Featuring: Libby Cantrill, Managing Director and Head of Public Policy at PIMCO Gene Seroka, Port of Los Angeles Executive Director James Egelhof, Chief US Economist at BNP Paribas See omnystudio.com/listener for privacy information.

Feb 04, 202621 min

Stocks Waver After AI Scare as Gold Hits $5,000

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, February 4th, 2026 Featuring: 1) Steve Englander, Global Head of G10 FX Research at Standard Chartered, examines the potential market impact of murky economic data. 2) Freya Beamish, Chief Economist & Head of Macro Research at TS Lombard, discusses why Japan's rising yields should not be considered a fisc...

Feb 04, 202632 min

Single Best Idea with Tom Keene: Eswar Prasad & Jed Kolko

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Cornell University’s Eswar Prasad & Jed Kolko of the Peterson Institute for International Economics. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Feb 03, 20263 min

Bloomberg Surveillance TV: February 3rd, 2026

Featuring: Steven Englander, Standard Chartered Bank, Global Head: G10 FX Research Terry Haines, Founder of Pangaea Policy Yelena Shulyatyeva, Senior US Economist for The Conference Board See omnystudio.com/listener for privacy information.

Feb 03, 202618 min

Volatility Skew Shows Defensive Tilt in Markets

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, February 3rd, 2026 Featuring: 1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses why the crash in gold and silver is not a threat to the equity bull market. 2) Jed Kolko, Senior Fellow at the Peterson Institute for International Economics and former Under Secretary of Comme...

Feb 03, 202641 min

Bloomberg Surveillance TV: February 2nd, 2026

Featuring: Marc Short, Former Chief of Staff to Former US Vice President Mike Pence Andrew Hollenhorst, Citigroup Global Markets Chief US Economist Henrietta Treyz, Co-Founder of Veda Partners See omnystudio.com/listener for privacy information.

Feb 02, 202625 min

Gold and Silver Fall as Record Rally Unwinds

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, February 2nd, 2026 Featuring: 1) James Steel, Chief Precious Metals Analyst at HSBC, reacts to the overnight decline in gold and silver.2) Madison Faller, Global Investment Strategist at JPMorgan Private Bank, discusses how strong earnings and stable inflation are creating room for higher valuations.3...

Feb 02, 202627 min

Single Best Idea with Tom Keene: Neil Dutta & Claudia Sahm

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Renaissance Macro’s Neil Dutta & Claudia Sahm of New Century Advisors. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Jan 30, 20264 min

Bloomberg Surveillance TV: January 30th, 2026

Featuring: Brian Gardner, Chief Washington Policy Strategist at Stifel Nicolaus & Co. Republican Senator Thom Tillis of North Carolina Dan Ives, Wedbush Securities Managing Director & Global Head: Tech Research See omnystudio.com/listener for privacy information.

Jan 30, 202621 min

Trump Picks Kevin Warsh as Fed Chair

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, January 30th, 2026 Featuring: 1) Neil Dutta, Head of Economic Research at Renaissance Macro Research 2) Claudia Sahm, Chief Economist at New Century Advisors 3) John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management 4) Katy Kaminski, Chief Research Strategist at AlphaSimplex See omnystudio.c...

Jan 30, 202644 min

Single Best Idea with Tom Keene: Brian Wieser & Nancy Lazar

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Madison and Wall’s Brian Wieser & Nancy Lazar of Piper Sandler. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Jan 29, 20263 min

Bloomberg Surveillance TV: January 29th, 2026

Featuring: Claudia Sahm, Chief Economist at New Century Advisors Angelo Zino, CFRA Senior VP and Head of Technology Jeanette Lowe, Managing Director of Policy Research at Strategas Securities See omnystudio.com/listener for privacy information.

Jan 29, 202620 min

AI Spending Separates Tech Winners and Losers

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, January 29th, 2026 Featuring: 1) Brian Wieser, CEO & Principal at Madison and Wall, reacts to the week's mega-cap tech earnings. 2) Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO, discusses how fiscal and productivity trends complicate Fed easing plans. 3) Stefanie Stantcheva, Professor...

Jan 29, 202629 min

Instant Reaction: Jay Powell on the Fed Decision

Bloomberg's Tom Keene and Jonathan Ferro discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials left interest rates unchanged and pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments. The Federal Open Market Committee voted 10-2 Wednesday to hold the benchmark federal funds rate in a range of 3.5%-3.75%. Governors Chris...

Jan 28, 202628 min

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance See omnystudio.com/listener for privacy information.

Jan 28, 202630 min

Single Best Idea with Tom Keene: Win Thin & Constance Hunter

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bank of Nassau's Win Thin & Constance Hunter of EIU. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Jan 28, 20264 min

Dollar in Flux Ahead of FOMC Decision

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, January 28th, 2026 Featuring: 1) Constance Hunter, Chief Economist at EIU, shares her expectations for today's FOMC rate decision. 2) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses how small cap outperformance has evolved into an economic growth trade in 2026. 3) Win Thin, Chief Economist at Bank of Nassau & Ira Jersey, Chief US ...

Jan 28, 202644 min

Bloomberg Surveillance TV: January 28th, 2026

Featuring: Priya Misra, Managing Director & Portfolio Manager at JPMorgan Asset Management David Rubenstein, Co-Founder & Co-Chairman of the Carlyle Group Tobin Marcus, Wolfe Research Head of Policy & Politics See omnystudio.com/listener for privacy information.

Jan 28, 202627 min

Single Best Idea with Tom Keene: Chris Grisanti & Cameron Dawson

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with MAI Capital’s Chris Grisanti & Cameron Dawson of NewEdge Wealth. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Jan 27, 20263 min

Bloomberg Surveillance TV: January 27th, 2026

Featuring: Henrietta Treyz, Veda Partners Co-Founder Mary Barra, General Motors Chair & CEO Esther George, Former President & CEO of the Federal Reserve Bank of Kansas City See omnystudio.com/listener for privacy information.

Jan 27, 202625 min

Tech Leads Charge Ahead of FOMC Meeting

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF .Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, January 27th, 2026 Featuring: 1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses how lofty 2026 earnings forecasts set a high bar for investors. 2) George Catrambone, Head of Fixed Income: Americas at DWS Group, examines how recent geopolitical events are driving market volatility. 3) Kit Juckes, Chief FX Strategist at Societe Generale,...

Jan 27, 202627 min

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Humilis Investment Strategies' Brian Belski & former House Financial Services Committee Chairman Patrick McHenry. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information....

Jan 26, 20264 min

Bloomberg Surveillance TV: January 26th, 2026

Featuring: Michael Darda, Managing Director and Chief Economist at Roth Capital Partners Savanthi Syth, Managing Director: Airlines & Advanced Air Mobility at Raymond James Amy Gower, Head of Metals and Mining Commodity Strategy at Morgan Stanley See omnystudio.com/listener for privacy information.

Jan 26, 202615 min
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