Bloomberg Surveillance

Featuring: 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 Simon White & Ben McMillan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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, May 13, 2026 Featuring: 1) Randy Schwimmer, Vice Chair at Churchill Asset Management, talks about the private credit "stress test" and whether there are contagion concerns. 2) Ben McMillan, CIO at IDX Advisors, brings us into the market open and discusses whether the market's really concerned about echoes of a dot-com bubble. 3) Neil Sutherland, Head of US Fixed Income at Schroders, talks about the fixed income "reset" and where he's finding value in credit. 4) Brian Wieser, founder at Madison & Wall, joins for a discussion on the ever-changing advertising business as the ad upfront kicks off. See omnystudio.com/listener for privacy information.

Featuring: 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 Ed Yardeni & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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, May 12, 2026 Featuring: 1) Constance Hunter, Chief Economist at EIU, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, and Eric Winograd, Chief US Economist at AllianceBernstein, react to CPI and discuss their US economic and equity outlook. 2) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion on the equity rally and why he just raised his 2026 S&P call to 8250, the highest on Wall Street. 3) Marc Pinto, Global Head of Private Credit at Moody's, joins to talk about private credit pressures and why now is its first real stress test. 4) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, talks about how the dollar is pricing in the Iran war and the market impact of Keir Starmer and the UK government. 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 BlackRock’s Wei Li & Leslie Vinjamuri of the Chicago Council of Global Affairs. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: See omnystudio.com/listener for privacy information.

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, May 11th, 2026 Featuring: 1) Wei Li, Global Chief Investment Strategist at BlackRock, talks equity resilience and opportunities in emerging markets. 2) Leslie Vinjamuri, President & CEO at Chicago Council of Global Affairs, weighs in on stalled peace talks between Washington and Tehran. 3) Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses what tech earnings reveal about the state of the AI buildout. 4) Mabrouk Chetouane, Head of Global Market Strategy at Natixis Investment Managers, on what markets participants will be watching for during President Trump's state visit to China. 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 Kevin Gordon & John Stoltzfus. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: See omnystudio.com/listener for privacy information.

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, May 8, 2026 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, John Stoltzfus, Chief Investment Strategists at Oppenheimer, and Kristina Campman, Senior Portfolio Manager at Invesco, react to the April jobs report. 2) Kevin Gordon, Senior Investment Strategist with Charles Schwab, brings us into the market open and talks about the now "K-Shaped Market." 3) Atsi Sheth, Chief Credit Officer at Moody's, talks steady US GDP growth and potential for a bounce back in sentiment. See omnystudio.com/listener for privacy information.

Featuring: 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 Cam Dawson & Liz Ann Sonders. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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, May 7, 2026 Featuring: 1) Cam Dawson, CIO at NewEdge Wealth, joins to discuss what's to like, and not to like, in the equity market. 2) Ellen Wald, Senior Fellow at the Atlantic Council, offers her outlook for oil and energy prices amid the ongoing Iran war. 3) Richard Portes, Economics Professor at London Business School, joins to talk about private credit, global imbalances, and US debt from abroad. 4) Michael Conrath, Chief Retirement Strategist at JPMorgan Asset Management, talks about the firm's findings on retirement and silent risks in retirement spending. See omnystudio.com/listener for privacy information.

Featuring: See omnystudio.com/listener for privacy information.

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, May 6, 2026 Featuring: 1) Paul Eitelman, Global Chief Investment Strategist at Russell Investments, talks about why the markets still have a solid foundation to absorb the impact of the Iran war, and where markets could go if the war were to soon end. 2) Jonathan Maxwell, founder at Sustainable Development Capital, joins to discuss the impact of the Iran war one-page memorandum on oil and energy prices and what an end to the war could do for energy prices. 3) Laura Rippy, Managing Partner at Alumni Ventures, on the mega IPO pipeline this year, including SpaceX and the major AI LLM's, as well as investing in the Space economy. 4) Manish Jain, CEO of Mezzi, discusses the development of his AI wealth management platform and why its findings show AI - not the war or Fed - remains the primary driver of markets. 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 Joumanna Bercetche and Heath Terry. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Featuring: See omnystudio.com/listener for privacy information.

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, May 6, 2026 Featuring: 1) Julian Emanuel, Senior Managing Director of Equity, Derivatives and Quantitative Strategy at Evercore, discusses extraordinary earnings strength propelling the market and his S&P target for 2026. 2) David Bailin, founder and CEO at the CIO Group, talks the US market advantage amid the Iran war and offers his outlook for markets and AI. 3) Heath Terry, Head of Tech Research at Citi, discusses the Anthropic advantage and how AI is powering the market through the Iran war. 4) Leslie Palti-Guzman, founder at Energy Vista, talks about global oil and LNG production and US energy prices and output amid the Iran War. See omnystudio.com/listener for privacy information.