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Bloomberg Surveillance

Bloomberg Surveillance

4,573 episodes — Page 6 of 92

Bloomberg Surveillance TV: February 25th, 2026

Featuring: Julian Emanuel, Senior Managing Director & Chief Equity & Quantitative Strategist at Evercore ISI Adam Posen, President of the Peterson Institute for International Economics Kelly Ann Shaw, Partner at Atkin Gump Strauss Hauer & Feld LLP See omnystudio.com/listener for privacy information.

Feb 25, 202621 min

Nvidia Earnings Loom for AI-Obsessed Stock Market

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 25th, 2026 Featuring:1) Seema Shah, Chief Global Strategist at Principal Asset Management, on the macroeconomic impact of trade policy uncertainty.2) Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, previews Nvidia earnings.3) Sonal Desai, CIO: Fixed Income at Franklin Templeton, talks asset allocation strategy amid AI disruption fears.4) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, reacts to last night's State of the Union address.See omnystudio.com/listener for privacy information.

Feb 25, 202632 min

Single Best Idea with Tom Keene: Douglas Irwin & Nathan Dean

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Dartmouth’s Douglas Irwin & Nathan Dean of Bloomberg Intelligence.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Feb 24, 20262 min

Bloomberg Surveillance TV: February 24th, 2026

Featuring: Bob Michele, Managing Director, CIO & Head: GFICC at JP Morgan Investment Management Doreen Edelman, Partner & Chair: Global Trade Policy at Lowenstein Sandler Beth Kindig, CEO & Lead Tech Analyst at I/O Fund See omnystudio.com/listener for privacy information.

Feb 24, 202618 min

Stocks Seek Cautious Recovery as Tariff Uncertainty Lingers

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 24th, 2026Featuring:1) Douglas Irwin, Professor of Economics at Dartmouth College, examines the implications of the Supreme Court's ruling on IEEPA tariffs.2) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on the S&P 500's "duck market".3) Nathan Dean, Senior US Policy Analyst for Bloomberg Intelligence, previews tonight's State of the Union address.4) Nadia Schadlow, Senior Fellow at Hudson Institute & Former Deputy National Security Advisor for Strategy, analyzes the clash between globalism and nation states.See omnystudio.com/listener for privacy information.

Feb 24, 202634 min

Bloomberg Surveillance TV: February 23th, 2026

Featuring: Norman Roule, Senior Advisor: Warfare & Terrorism Program at the Center for Strategic & International Studies Kate Kalutkiewicz, Senior Managing Director: Trade Practice at McLarty Associates Darryl White, CEO of BMO Financial Group See omnystudio.com/listener for privacy information.

Feb 23, 202620 min

Trump Tariff Defeat Throws Trade Deals Into Doubt

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 SweeneyMonday, February 23rd, 2026 Featuring:1) Eswar Prasad, Professor of Trade Policy and Economics at Cornell University & Senior Fellow at the Brookings Institution, examines next steps after the Supreme Court's ruling on the Trump administration's IEEPA tariffs.2) Torsten Slok, Chief Economist at Apollo Global Management, discusses how markets are processing uncertainty around US trade policy.3) Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab, on the Budget Lab's revised forecast for tariffs and their price impact.4) MTA Chair & CEO Janno Lieber discusses the agency's continued efforts to provide service during the ongoing winter storm.See omnystudio.com/listener for privacy information.

Feb 23, 202633 min

Evolving Money: Blue Chip Meets Blockchain (Sponsored Content)

Crypto has become increasingly integrated into the financial system, from the use of stablecoins for payments, to the trading of tokenized equities on blockchains, to the adoption of crypto holdings by corporate treasuries. We explore how PNC Bank, one of the first movers in this space, has been expanding access to crypto and the challenges it has had to overcome. This episode is sponsored by Coinbase.See omnystudio.com/listener for privacy information.

Feb 22, 202616 min

Single Best Idea with Tom Keene: Anastasia Amoroso & Dina Esfandiary

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Partners Group’s Anastasia Amoroso & Dina Esfandiary of Bloomberg Economics.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Feb 20, 20262 min

Bloomberg Surveillance TV: February 20th, 2026

Featuring: Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations Alicia Reese, Senior VP: Equity Research at Wedbush Securities Jitania Kandhari, Managing Director & Deputy CIO: Solutions & Multi-Asset at Morgan Stanley Investment Management See omnystudio.com/listener for privacy information.

Feb 20, 202624 min

US Eco Data in Focus as Iran Tensions Simmer

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 20th, 2026 Featuring:1) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, discusses AI disruption fears and the outlook for European growth.2) Lindsey Piegza, Chief Economist at Stifel, on how the latest economic data will weigh on the Fed's path ahead.3) Jane Foley, Head of FX Strategy at Rabobank, talks de-dollarization and currency positioning trends.4) Dina Esfandiary, Middle East Geoeconomics Lead for Bloomberg Economics, examines the US military buildup in the Middle East.See omnystudio.com/listener for privacy information.

Feb 20, 202634 min

Single Best Idea with Tom Keene: Liz Ann Sonders & Mishal Husain

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Charles Schwab’s Liz Ann Sonders and Mishal Husain of Bloomberg News.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Feb 19, 20263 min

Bloomberg Surveillance TV: February 19th, 2026

Featuring: Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures Edward Mills, Managing Director & Washington Policy Analyst at Raymond James Daniel Flax, Managing Director & Senior Analyst: Research at Neuberger Berman Group See omnystudio.com/listener for privacy information.

Feb 19, 202618 min

US Jobless Claims Fall as Trade Deficit Widens

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, February 19th, 2026Featuring:1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses why rotation is the new momentum trade.2) Wendy Schiller, Professor of Political Science at Brown University, on President Trump's political calculus ahead of midterm elections.3) George Patterson, CIO: Quantitative Solutions at PGIM, examines the US macro environment and the risks around AI disruption.4) Mishal Husain, Host of Bloomberg's 'The Mishal Husain Show', on the arrest of former Prince Andrew.See omnystudio.com/listener for privacy information.

Feb 19, 202636 min

Single Best Idea with Tom Keene: Nouriel Roubini & Rebecca Patterson

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

Feb 18, 20262 min

Bloomberg Surveillance TV: February 18th, 2026

Featuring: Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services Mitchell Green, Founder and Managing Partner at Lead Edge Capital Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth See omnystudio.com/listener for privacy information.

Feb 18, 202626 min

Investors Navigate AI Disruption Fears

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 18th, 2026Featuring:1) Nouriel Roubini, Chairman & CEO at Roubini Macro Associates, joins for an extended conversation on the global inflation backdrop and the risks posed by AI and tariffs2) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates, examines diversification away from US tech.3) Tina Fordham, Founder at Fordham Global Foresight, on the latest negotiations between US and Iran, as well as Russia-Ukraine talks.4) Jay Timmons, President & CEO of the National Association of Manufacturers, on NAM's 2026 State of Manufacturing tour.See omnystudio.com/listener for privacy information.

Feb 18, 202640 min

Single Best Idea with Tom Keene: Holger Schmieding & Dan Skelly

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Berenberg’s Holger Schmieding & Dan Skelly of Morgan Stanley.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Feb 17, 20262 min

Bloomberg Surveillance TV: February 17th, 2026

Featuring: Ed Yardeni, President, Founder & Chief Investment Strategist at Yardeni Research Terry Haines, Founder of Pangaea Policy Momei Qu, Managing Director: PSP Growth at PSP Capital Partners See omnystudio.com/listener for privacy information.

Feb 17, 202620 min

Bond Bulls Emerge as Risk-Off Sentiment Builds

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 17th, 2026Featuring:1) Dan Skelly, Head of Market Research & Strategy at Morgan Stanley Wealth Management, talks AI capex expansion and valuation pressures.2) Holger Schmieding, Chief Economist at Berenberg, discusses the geopolitical risks lingering over global markets.3) Libby Cantrill, Managing Director & Head of Public Policy at PIMCO, examines growing congressional pushback to the Trump Administration's policy agenda.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Goldman Sachs planning to remove DEI criteria for board members, and a New York Post story on Costco launching new mobile ordering options.See omnystudio.com/listener for privacy information.

Feb 17, 202628 min

Special Coverage: A Conversation with Secretary of State Marco Rubio

Secretary of State Marco Rubio said Europe’s fate is intertwined with the US while faulting the continent for what he said was a drift away from their shared Western values. The double-edged message offered some reassurance to allied leaders gathered at the Munich Security Conference but did little to temper their push for more independence from Washington. “We want Europe to prosper because we’re interconnected in so many different ways, and because our alliance is so critical,” Rubio told Bloomberg News Editor-in-Chief John Micklethwait on the sidelines of the conference on Saturday. “But it has to be an alliance of allies that are capable and willing to fight for who they are and what’s important.”“What is it that binds us together? Ultimately, it’s the fact that we are both heirs to the same civilization, and it’s a great civilization,” he said. “It’s one we should be proud of.”Rubio’s comments elaborated on a speech he delivered to the event, Europe’s premier annual security gathering, earlier Saturday morning. The speech was the most anticipated of the three-day conference, with fellow leaders eager to hear if he would double down on the contemptuous tone voiced a year earlier by Vice President JD Vance at the same venue.See omnystudio.com/listener for privacy information.

Feb 14, 202613 min

Single Best Idea with Tom Keene: Jim Caron & Anurag Rana

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Morgan Stanley’s Jim Caron & Anurag Rana of Bloomberg Intelligence.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Feb 13, 20263 min

Bloomberg Surveillance TV: February 13th, 2026

Featuring: Tom Forte, Managing Director & Senior Consumer Internet Analyst for Maxim Group Tiffany Wilding, Managing Director & Economist at PIMCO Thom Tillis, Republican Senator from North Carolina See omnystudio.com/listener for privacy information.

Feb 13, 202622 min

June Back in Play for First 2026 Fed Cut After CPI

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 13th, 2026Featuring:1) Jim Caron, CIO of Portfolio Solutions at Morgan Stanley Investment Management, Michael Ball, Bloomberg News Macro Strategist, and Veronica Clark, US Economist at Citi, react to the January US CPI print.2) Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, talks global central bank divergence.3) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on sector rotation and high valuations. 4) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on how the US has put itself in the middle of China's Venezuela oil trade.See omnystudio.com/listener for privacy information.

Feb 13, 202648 min

Single Best Idea with Tom Keene: Peter Navarro

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversation with Peter Navarro, Senior White House Counselor for Trade and Manufacturing.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Feb 12, 20262 min

Bloomberg Surveillance TV: February 12th, 2026

Featuring: French Hill, Republican Congressman from Arkansas Sharon Bell, Senior European Equity Strategist for Goldman Sachs Steven Ricchiuto, Managing Director & Chief Economist for Mizuho Securities See omnystudio.com/listener for privacy information.

Feb 12, 202619 min

Futures Rise as Traders Watch Earnings & Eco Data

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, February 12th, 2026Featuring:1) Peter Navarro, Senior Counselor to the President for Trade and Manufacturing, on the House's rebuke of Canada tariffs and the January jobs report.2) Brian Belski, CEO & CIO at Humilis Investment Strategies, examines the rotation from mega cap growth to value.3) Monica DiCenso, Head of Global Investment Strategy at JPMorgan Private Bank, examines the software bear market amid AI disruption fears.4) Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab, discusses the state of the US labor market.See omnystudio.com/listener for privacy information.

Feb 12, 202638 min

Single Best Idea with Tom Keene: Claudia Sahm & Jurrien Timmer

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with New Century Advisors’ Claudia Sahm & Jurrien Timmer of Fidelity Investments.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Feb 11, 20264 min

Bloomberg Surveillance TV: February 11th, 2026

Featuring: Scott Lincicome, Vice President of General Economics and Stiefel Trade Policy Center at the CATO Institute Michael Gapen, Managing Director and Chief US Economist for Morgan Stanley Doug Burgum, United States Secretary of the Interior See omnystudio.com/listener for privacy information.

Feb 11, 202622 min

Better-Than-Expected Job Data Resets Fed Bets

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 11th, 2026Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, and Eric Winograd, Chief Economist at AllianceBernstein, react to the January jobs report.2) Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, explains why traditional macro hedges are failing.3) Diane Swonk, Chief Economist at KPMG, discusses the impact of this week's economic data.4) Jurrien Timmer, Director of Global Macro at Fidelity Investments, outlines the case for a global equity catch-up.See omnystudio.com/listener for privacy information.

Feb 11, 202643 min

Single Best Idea with Tom Keene: David Bailin & Ian Bremmer

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with CIO Group’s David Bailin & Ian Bremmer of Eurasia Group.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Feb 10, 20263 min

Bloomberg Surveillance TV: February 10th, 2026

Featuring: Marvin Loh, Senior Strategist: Global Macro at State Street Jonathan Lieber, Managing Director & US Head of Research for Eurasia Group Gregory Daco, Chief Economist for Ernst & Young See omnystudio.com/listener for privacy information.

Feb 10, 202621 min

Traders Brace for Economic Data Flood

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 10th, 2026Featuring:1) Jean Boivin, Global Head of Research at BlackRock Investment Institute, discusses EM strength and AI's role in the global macro outlook.2) Frances Donald, Chief Economist at RBC, shares her expectations for the week's eco data.3) Thierry Wizman, Global FX & Rates Strategist at Macquarie Group, on 'Sanaenomics' and Japan's productivity focused agenda.4) Ian Bremmer, Founder & President at Eurasia Group, on the 'post-America hedge'.See omnystudio.com/listener for privacy information.

Feb 10, 202638 min

Single Best Idea with Tom Keene: Richard Clarida & 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 former Fed Vice Chair Richard Clarida & Robert Schiffman of Bloomberg Intelligence.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Feb 9, 20263 min

Bloomberg Surveillance TV: February 9th, 2026

Featuring: Cameron Dawson, Chief Investment Officer, NewEdge Wealth Amy Gower, Morgan Stanley Head of Metals and Mining Commodity Strategy  Dana Peterson, Chief Economist, The Conference Board See omnystudio.com/listener for privacy information.

Feb 9, 202625 min

Treasuries Fall as China Asks Banks to Limit US Bond Holdings

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 SweeneyMonday, February 9th, 2026Featuring:1) Richard Clarida, Global Economic Advisor at PIMCO & former Fed Vice Chair, discusses the state of monetary policy and the US economy at large.2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, examines the impact of AI disruption and retail-driven market momentum.3) Rich Hill, Global Head of Real Estate Strategy & Research at Principal Asset Management, discusses the return of liquidity to the US commercial real estate market.4) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media & Visiting Research Fellow at King's College, on US-Iran talks and growing friction between the White House and European allies.See omnystudio.com/listener for privacy information.

Feb 9, 202638 min

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

Feb 6, 20263 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 6, 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, 2026Featuring: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 growing dissent amongst FOMC policymakers.4) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses what a fractured Fed could mean for rate policy going forward.5) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Washington Post story on which Winter Olympic events have the most injuries, and Financial Times reporting on prediction-trading platform Kalshi seeking US approval to offer margin trades.See omnystudio.com/listener for privacy information.

Feb 6, 202637 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/3vTiACFSee omnystudio.com/listener for privacy information.

Feb 5, 20263 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 5, 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, 2026Featuring: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 armageddon'.3) Wendy Schiller, Professor of Political Science at Brown University, discusses the Trump administration's decision to withdraw ICE agents from Minneapolis.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post story on Anthropic mocking rival OpenAI in an upcoming Super Bowl ad, and Washington Post reporting on what science says we've been getting wrong about exercise.See omnystudio.com/listener for privacy information.

Feb 5, 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/3vTiACFSee omnystudio.com/listener for privacy information.

Feb 4, 20262 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 4, 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, 2026Featuring: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 fiscal crisis.3) Mike Mayo, Head of US Large Cap Bank Research at Wells Fargo, on the new era of bank mergers.4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Washington Post reporting on the Pentagon warning the Scouts to make 'core value reforms' or lose military support, and a Business Insider story on whether it's a good idea to copy your boss' style.See omnystudio.com/listener for privacy information.

Feb 4, 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 3, 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 3, 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, 2026Featuring: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 Commerce for Economic Affairs in the Biden administration, discusses the US labor market's mixed signals.3) Eswar Prasad, Professor of Trade Policy and Economics at Cornell University & Senior Fellow at the Brookings Institution, on his new book 'The Doom Loop: Why the World Economic Order Is Spiraling into Disorder'4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including New York Times reporting on the rise of Super Bowl scams, and a Business Insider story on how tailors say Ozempic is reshaping Wall Street.See omnystudio.com/listener for privacy information.

Feb 3, 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 2, 202624 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, 2026Featuring: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) Joe Davis, Global Chief Economist at Vanguard, discusses the FOMC adopting a more optimistic tone on growth and labor.4) Henrietta Treyz, Co-Founder & Director of Economic Policy at Veda Partners, on the brewing funding showdown in DC and the potential implications for midterm elections.See omnystudio.com/listener for privacy information.

Feb 2, 202627 min