Bloomberg Surveillance

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Cameron Dawson, NewEdge Wealth Chief Investment Officer- Eric Schmidt, Former Google CEO & Chairman- Gary Cohn, IBM Vice Chairman, Former Goldman Sachs President & COO, Former NEC DirectorCameron Dawson of NewEdge Wealth says Bitcoin is "a psychological commodity that captures fears about dollar debasement." Former Google CEO Eric Schmidt discusses how the power of AI "upends society in so many ways." Former NEC Director Gary Cohn says, "I think Trump is going to care as much about the stock market these next four years as he did the first four years."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 and Paul SweeneyNovember 21st, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Jason Draho, Head: Americas Tactical Asset Allocation at UBS Financial Services, talks benign US growth and policy risks to markets in the coming Trump admin Wendy Schiller, professor at Brown University, discusses the latest DC headlines, the Trump transition, and the war in Ukraine Gene Munster, Managing Partner at Deepwater Asset Management, on Nvidia earnings and the outlook for AI Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd Brown See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Steve Auth & Jim Bianco. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist- David Malpass, Former President of The World Bank, Former Under Secretary of the US Treasury for International Affairs- Chuck Grom, Gordon Haskett Research Advisors Managing Director/Sr Analyst: Retail Julian Emanuel of Evercore says stocks are expensive, and "any news that sort of disrupts the narrative can cause volatility." Former Under Secretary of the US Treasury for International Affairs David Malpass believes the US has gone too far into globalism. Chuck Grom of Gordon Haskett sees Target's underperformance as specific to the company and not industry-related.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 and Paul SweeneyNovember 20th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: David Malpass, former president at the World Bank, on how a second Trump term will reshape the global world order STUDIO Michael Darda, Chief Economist at Roth Capital Partners, joins for two segments to discuss the Fed, inflation, and the economic and market outlook in a second Trump Anurag Rana and Mandeep Singh, Senior Tech Analysts for Bloomberg Intelligence, preview Nvidia earnings and discuss their GenAI event today as well as the outlook for artificial intelligence Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Geoffrey Yu & David Doyle. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research- Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist- Stephanie Roth, Wolfe Research Chief Economist Joe Feldman of Telsey Advisory Group reacts to Walmart's positive 3Q earnings, saying the company is broadly serving the American customer. Emily Roland of John Hancock says consensus around the US is overwhelmingly positive, but "when the consensus moves to one side of the boat, sometimes it can flip." Stephanie Roth of Wolfe Research is concerned about the impact of tariffs in 2026.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 and Paul SweeneyNovember 19th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Tina Fordham, geopolitical risk analyst and founder at Fordham Global Insight, on the war in Ukraine and the role of the US in the conflict Marc Champion, Bloomberg Opinion columnist, with the latest on the war in Ukraine and his recent column on Europe's response Lindsey Piegza, Chief Economist at Stifel, joins to discuss inflation, the US economy, and risks to US economic and market health in a second Trump administration and amid hot wars overseas Earl Davis, Head: Fixed Income and Money Markets at BMO Asset Management, discusses the bond market's reaction to today's news out of Ukraine and other risks to markets See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Henrietta Treyz & Amanda Rebello. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- Amanda Lynam, BlackRock Head of Macro Credit Research- Henrietta Treyz, Veda Partners Co-Founder & Director of Economic Policy- Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst Amanda Lynam of BlackRock is concerned across-the-board tariffs could spike retaliation. Henrietta Treyz of Veda Partners says, "Investors think that the stock market, whether it's going up or down has a real leash on the president. I don't think that that's true." Kate McShane of Goldman Sachs says, "We definitely still see the consumer being choiceful," ahead of Walmart and Target earnings this week. 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 and Paul SweeneyNovember 18th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Stephanie Roth, Chief Economist at Wolfe Research, on tax cuts, the Fed's interest rate path, and animal spirits Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, discusses AI trades with Nvidia set to report this Wednesday Henrietta Treyz, Managing Partner at Veda Partners, talks about President-elect Trump filling out his cabinet and the race for Treasury Secretary David Gura, host of the Bloomberg "Big Take" podcast, on the G20 Summit from Brazil See omnystudio.com/listener for privacy information.

Everywhere you turn, there’s another headline about Artificial Intelligence. But how do companies make money with AI? We’re exploring how companies of all sizes are using AI to remake their operations, increasing their return on investment and that of their customers. This episode is sponsored by IBM. See omnystudio.com/listener for privacy information.

- Phil Camporeale, JPMorgan Managing Director/Portfolio Manager: Multi Asset Solutions- Frank Lee, HSBC Global Head:Tech Hardware & Semi Research- Greg Melich, Evercore ISI Senior Managing Director Phil Camporeale of JPMorgan says policy error from the Trump Administration or the Fed is "our biggest risk." Frank Lee of HSBC says ahead of Nvidia earnings, "If you look at all of next year, we do feel confident there will still be further upside in terms of the market expectations." Greg Melich of Evercore ISI says consumers will spend, but "they're very cautious and value-focused."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 and Paul SweeneyNovember 15th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Boston Fed President Susan Collins in conversation with Bloomberg's Michael McKee Jurrien Timmer, Director: Global Macro at Fidelity Management & Research, presents some charts on the current equity rally and economic cycle Gautam Mukunda, professor at Yale School of Management, on President-elect Trump's cabinet appointees and the balance of power in Washington Adair Morse, Conference keynote speaker and professor at UC-Berkeley's Business School, on the conference and some of her economic research See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. - Rob Casey, Signum Global Advisors Partner & Senior Analyst- Mohamed El-Erian, Queens' College Cambridge President- Brian Weinstein, Morgan Stanley Investment Management Head of Global MarketsRob Casey of Signum Advisors thinks there could be more Trump nomination surprises coming. Mohamed El-Erian of Queens' College Cambridge believes, "The market is front-running economic announcements." Brian Weinstein of Morgan Stanley says, "Our investors speaking with their wallets are buying fixed income."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 and Paul SweeneyNovember 14th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)Featuring: Ed Yardeni, President at Yardeni Research, discusses his bull market call as the country enters a second Trump administration David Blanchflower, economics professor at Dartmouth, on the impact of Trump's tariffs Wendy Schiller, professor at Brown University, on President-elect Donald Trump's cabinet nominations Lisa Mateo on newspapers See omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Caron & Richard Haass. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. - Kevin Gordon, Charles Schwab Senior Investment Strategist- David Kelly, JPMorgan Asset Management Chief Global Strategist- Neel Kashkari, Minneapolis Fed PresidentKevin Gordon of Charles Schwab says the economic environment 'could not be more different' between Donald Trump's first and second terms as President. David Kelly of JPMorgan reacts to October CPI data, saying a December Fed rate cut is still on the table despite markets stopping short of pricing-in the amount of further cuts in the Fed's dot plot next year. Minneapolis Fed President Neel Kashkari discusses inflation, housing, and the labor market, as well as his expectations for the Fed and the economy heading into Trump's second term.See omnystudio.com/listener for privacy information.