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PODCAST

Bloomberg Surveillance

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And 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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All Episodes

4:58

Single Best Idea with Tom Keene: Russ Brownback & Jay...

Bloomberg Surveillance ·

2025/11/12

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/3vTiACFSee omnystudio.com/listener for privacy information.

en-US

37:15

Bloomberg Surveillance TV: November 12th, 2025

Bloomberg Surveillance ·

2025/11/12

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

en-US

36:04

Tech Rebound Lifts Stocks Ahead of Shutdown Vote; 10...

Bloomberg Surveillance ·

2025/11/12

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, November 12th, 2025Featuring: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 Chopra, EM

en-US

3:22

Single Best Idea with Tom Keene: Chuck Clough & John...

Bloomberg Surveillance ·

2025/11/11

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/3vTiACFSee omnystudio.com/listener for privacy information.

en-US

28:23

Bloomberg Surveillance TV: November 11th, 2025

Bloomberg Surveillance ·

2025/11/11

- 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 BarclaysOmar 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 Washington as

en-US

42:08

AI Jitters Cloud Market Optimism Over Shutdown...

Bloomberg Surveillance ·

2025/11/11

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, November 11th, 2025Featuring: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

en-US

4:37

Single Best Idea with Tom Keene: Amanda Lynam & Greg...

Bloomberg Surveillance ·

2025/11/10

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/3vTiACFSee omnystudio.com/listener for privacy information.

en-US

34:23

Bloomberg Surveillance TV: November 10th, 2025

Bloomberg Surveillance ·

2025/11/10

- 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 Economist

en-US

27:15

Investor Optimism Rises as Shutdown Deal Appears Close

Bloomberg Surveillance ·

2025/11/10

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, November 10th, 2025Featuring: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 at BNP

en-US

4:36

Single Best Idea with Tom Keene: Troy Gayeski

Bloomberg Surveillance ·

2025/11/07

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/3vTiACFSee omnystudio.com/listener for privacy information.

en-US

25:40

Bloomberg Surveillance TV: November 7th, 2025

Bloomberg Surveillance ·

2025/11/07

- 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 ManagementStephanie 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 Stifel,

en-US

30:29

Stocks Fall as Burst of Dip-Buying Fades

Bloomberg Surveillance ·

2025/11/07

Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, November 7th, 20251) 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 powers

en-US

5:15

Single Best Idea with Tom Keene: Holger Schmieding &...

Bloomberg Surveillance ·

2025/11/06

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/3vTiACFSee omnystudio.com/listener for privacy information.

en-US

26:03

Bloomberg Surveillance TV: November 6th, 2025

Bloomberg Surveillance ·

2025/11/06

- 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 McConnellCathie 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 sector

en-US

31:18

Rate Cut Bets Spur Modest Market Gains

Bloomberg Surveillance ·

2025/11/06

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, November 6th, 20251) 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) Shannon

en-US

44:38

Bloomberg Surveillance TV: November 5th, 2025

Bloomberg Surveillance ·

2025/11/05

- 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 ManagementMichael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley, join to react to the

en-US

27:01

Tech Selloff Drives Second Day of Stock Losses

Bloomberg Surveillance ·

2025/11/05

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, November 5th, 20251) 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

en-US

29:02

Bloomberg Surveillance TV: November 4th, 2025

Bloomberg Surveillance ·

2025/11/04

- 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 ResearchTorsten 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 prolonged

en-US

25:17

AI Angst Leads Election Day Stock Selloff

Bloomberg Surveillance ·

2025/11/04

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousTuesday, November 4th, 20251) 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

en-US

35:07

Bloomberg Surveillance TV: November 3rd, 2025

Bloomberg Surveillance ·

2025/11/03

- 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 SandlerFederal 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, Head of

en-US

4,147 results

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