Bloomberg Surveillance

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.

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 together amid the lack of economic data. Jon Lieber, Managing Director: US at The Eurasia Group, discusses what’s next in Washington as the House returns to vote on a shutdown resolution. Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments, examines how concerns around AI and big tech are weighing on equity 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 & 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 Equity Portfolio Manager at Lazard Asset Management, on why emerging markets offer compelling long term investment opportunities.4) Tracy Alloway & Joe Weisenthal, hosts of Bloomberg's 'Odd Lots' podcast, discuss the 10 year anniversary of their podcast and newsletter.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how three AI megadeals are breaking new ground on Wall Street, and reporting from Business Insider that Apple plans to unveil a new $230 iPhone pocket in a collaboration with Japanese luxury brand Issey Miyake.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 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.

- 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 the government shutdown nears an end. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, talks valuations and why investors are not being compensated for policy and earnings risk. Venu Krishna, Head of US Equity Strategy at Barclays, breaks down big tech earnings and his year-end call for the S&P 500.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, 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 strategy.2) Blerina Uruci, Chief US Economist at T. Rowe Price, looks at how a government reopening will restore key economic data and clarify the Fed’s December outlook.3) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., discusses how strong earnings and resilient fundamentals continue to support the bull market, and why the recent stock pullback looks like a 'trim' - and not a 'tumble'.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how wealthy travelers are splurging on luxury hotels like never before, and a Washington Post report on how just a 15-minute walk can help boost longevity.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 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.

- 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 at Stifel, shares how the shutdown in Washington is weighing on economic growth. Meghan Swiber, US Rates Strategist at BofA Securities, discusses her outlook for rates and monetary policy through year-end.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, 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 Paribas, talks market sentiment and his year-end outlook.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on how YouTube TV customers are circumventing the platform's blackout of Disney-owned networks, and a story from the Financial Times on how affordable French brands are luring customers away from big luxury.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 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.

- 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, on what Tuesday's election sweep means for Democrats moving forward. Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management, shares why she views market pullbacks as buying opportunities. Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, gives her outlook for Fed rate policy and the potential impact of the Supreme Court's impending decision on tariffs.See omnystudio.com/listener for privacy information.

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 under IEEPA.3) Troy Gayeski, Chief Market Strategist at Future Standard, discusses how unprecedented AI spending is colliding with growing investor concerns over ROIC.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on IMAX's resurgence in popularity, and Bloomberg reporting on Apple TV suffering a outage following the premiere of 'Pluribus'.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 Holger Schmieding & Brian Belski.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

- 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 following earnings from Palantir, AMD and Qualcomm. Esther George, Former Kansas City Fed President, breaks down what recent dissents from Fed policymakers means for the path of monetary policy. Jon Lieber, Managing Director for the US at the Eurasia Group, discusses the state of US trade policy as the Supreme Court hears arguments over President Trump's authority to impose tariffs under the International Emergency Economic Powers Act.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, 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 O'Neil, Senior Vice President and Maurice R. Greenberg Chair at the Council on Foreign Relations, discusses how President Trump’s trade and tariff policies are raising costs and weakening US global competitiveness.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how AI power users are impressing bosses by outperforming co-workers, and reporting from the Washington Post on how the NFL is using artificial intelligence to predict injuries.See omnystudio.com/listener for privacy information.