Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Rockefeller Asset Management’s Avery Sheffield & Dr. Alexis Crow of PwC US.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Mona Mahajan, Principal and Head of Investment Strategy at Edward Jones Jon Lieber, US Managing Director and Head of Research at Eurasia Group Stephen Stanley, Chief US Economist at Santander US Capital Markets 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 & Alexis ChristoforousFriday, January 16th, 2026Featuring:1) Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, discusses how AI fragmentation and inflation are defining investor strategy. 2) Dr. Alexis Crow, Partner & Chief Economist at PwC US, analyzes why diversification away from the US and toward Europe and EM is becoming increasingly important for investors. 3) Ebrahim Rahbari, Head of Rates Strategy & US Research at Absolute Strategy Research, on how the DoJ subpoena of Jerome Powell raises serious questions about Fed independence. ) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media & Visiting Research Fellow at King's College, examines how mixed signals from Washington complicate geopolitical forecasting.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Mizuho's Dominic Konstam & Anna Wong of Bloomberg Economics.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Nela Richardson, Chief Economist for ADP French Hill, Republican Congressman for Arkansas Terry Haines, Founder of Pangaea Policy 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 & Alexis ChristoforousThursday, January 15th, 2026Featuring:1) Dominic Konstam, Head of Macro Strategy at Mizuho Americas, discusses why AI driven productivity gains point to structurally lower inflation beyond 2026.2) Sree Kochugovindan, Senior Research Economist at Aberdeen Investments, examines how Japan’s looming election could extend the Takaichi trade across global markets.3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on the growing risks and costs for Russia’s shadow fleet amid seizures and Black Sea attacks.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on how the growing usage on weight-loss drugs could provide big savings for US airlines, and Boston Globe reporting on one of the city's oldest dive bars closing its doors.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with RBC Capital Markets’ Gerard Cassidy & Professor Nathalie Tocci of the Johns Hopkins School of Advanced International Studies, Europe.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Ed Bastian, Delta Air Lines CEO Edward Mills, Managing Director and Washington Policy Analyst at Raymond James Alexander Altmann, Managing Director and Global Head of Equities Tactical Strategies at Barclays 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 SweeneyWednesday, January 14th, 2026Featuring:1) Gerard Cassidy, Head of US Bank Equity Strategy at RBC Capital Markets, recaps the week's bank earnings.2) Nathalie Tocci, Professor of Practice at John Hopkins SAIS Europe, on the end of trans-Atlantic illusion and Europe’s path toward geopolitical autonomy.3) David Seif, Chief Economist for Developed Markets at Nomura, on why political noise may not derail the Fed’s cautious approach to easing.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on efforts to get people to dress better for air travel, and Jon Stewart giving Surveillance a shout out on The Daily Show.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with New York Life Investments' Lauren Goodwin & Leslie Vinjamuri of the Chicago Council on Global Affairs.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: Patrick McHenry, Bloomberg Contributor and Former Republican Congressman from North Carolina Nouriel Roubini, Chairman and CEO of Roubini Macro Associates Tiffany Wilding, Managing Director and Economist at PIMCO 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 SweeneyTuesday, January 13th, 2026Featuring:1) Troy Ludtka, Senior US Economist at SMBC Nikko Securities, reacts to the December US CPI print. 2) Leslie Vinjamuri, President & CEO at the Chicago Council on Global Affairs, examines how President Trump’s early 2026 actions mark a deliberate US pivot from diplomacy to disruption. 3) Richard Portes, Professor of Economics at London Business School, discusses the political pressure campaign against Fed Chair Jerome Powell and its potential to backfire. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal piece on how antivirals can help combat a surge in flu cases, and Bloomberg News reporting on 'longevity tourism.'See omnystudio.com/listener for privacy information.

Featuring: Bill Pulte, Director, Federal Housing Finance Agency Norman Roule, Chief Executive Officer, Pharos Strategic Consulting Torsten Slok, Chief Economist, Apollo 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 SweeneyMonday, January 12th, 2026Featuring:1) Thierry Wizman, Global FX & Rates Strategist at Macquarie Group, and Michael McKee, Bloomberg News International Economics & Policy Correspondent, react to the DOJ serving the Federal Reserve with grand jury subpoenas. 2) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why growth inflation and yield trends support equities. 3) Henrietta Treyz, Co-Founder at Veda Partners, on the political and economic stakes tied to a Supreme Court decision on IEEPA tariff powers. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on job seekers finding a new source of income, and a Bloomberg News story on NFL legend Tom Brady becoming the newest face of GLP-1 weight loss drugs.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature 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/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring:  Doug Burgum, US Interior Secretary Steven Major, Global Macro Advisor, Tradition Priya Misra, Portfolio Manager, JPMorgan Core Plus Bond ETF 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 SweeneyFriday, January 9th, 2026Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, reacts to the December US jobs report. 2) Kristina Campmany, Senior Portfolio Manager at Invesco, discusses why the dollar downtrend may persist. 3) Carl Weinberg, Chief Economist and Managing Director at High Frequency Economics, on what he sees as the biggest economic risks in 2026. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the booming demand for wearable health trackers, and Wall Street Journal reporting on the battle over Jimmy Buffett's old recording studio.See omnystudio.com/listener for privacy information.

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/3vTiACFSee 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 SweeneyThursday, January 8th, 2026Featuring: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 the ICE shooting in Minneapolis and the Trump administration's pressure campaigns against Venezuela and Greenland.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on the downsides of AI use at work, and Bloomberg News reporting on restaurants turning to zero-waste menus to combat rising food costs.See omnystudio.com/listener for privacy information.