Bloomberg Surveillance

- Jim Zelter, co-president at Apollo Asset Management - Nela Richardson, Chief Economist at ADP - Norman Roule, Senior Advisor: Transnational Threats Project at Center for Strategic & International Studies Jim Zelter with Apollo Asset Management joins for an extended discussion on markets and the economy. Norman Roule, Senior Advisor at the Center for Strategic and International Studies, discu...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 9th, 2025 Featuring: Ed Yardeni, president at Yardeni Research, discusses bond vigilantes, key eco data for the Fed, and talks about the equity bull run Richard Haass, Centerview Partners Senior Counselor & Council on Foreign Relations President Emeritus, o...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Craig Moffett & Richard Clarida. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Andrew Hollenhorst, Chief US Economist at Citi - Mike Wilson, Chief US Equity Strategist at Morgan Stanley - Mike Lawler, Republican Representative from New York Citi Chief US Economist Andrew Hollenhorst offers his preview of this week's jobs report. Mike Wilson with Morgan Stanley talks about equity sentiment as it relates to choppiness, frothiness, and bullishness in 2025. Mike Lawler, House...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 9th, 2025 Featuring: Rich Clarida, Global Economic Advisor at PIMCO, joins for an extended discussion about the Fed and markets Lindsay Newman, geopolitical risk analyst and columnist at GZero Media, on geopolitical assertions from President-elect Trump's press...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Geoffrey Yu. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Torsten Slok, Chief Economist at Apollo - Charles Evans, former President of Federal Reserve Bank of Chicago - French Hill, US Representative from Arkansas and Incoming House Financial Services Committee Chairman Torsten Slok with Apollo Global Management explains his belief that rising treasury yields could signal a "Truss Moment" that might be felt throughout markets. Charles Evans, the former...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 7th, 2025 Featuring: Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, on his top surprises for 2025 and this month's Fed meeting John Bolton, former UN ambassador and US National Security Advisor and now the founder of the Foundation for American...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Seth Carpenter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Liz Young Thomas, Head: Investment Strategy at SoFi - Bill Dudley, Bloomberg Opinion columnist and former President of the NY Federal Reserve - David Malpass, former President at The World Bank Liz Young Thomas with SoFi discusses the outlook for equities in 2025 and whether investors should expect choppiness after a slow start to the year. Bloomberg Opinion's Bill Dudley talks about his latest...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 6th, 2025 Featuring: Kathy Jones, Chief Fixed Income Strategist with Charles Schwab, discusses what the bond market is signaling about risks in 2025 Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses the equity bull run and potential f...

Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Balance of Power host...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Neil Dutta & Kit Juckes. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Claudia Sahm, Chief Economist at New Century Advisors - Ed Yardeni, President at Yardeni Research - Stephanie Roth, Chief Economist at Wolfe Research - Mark Cabana, Head of US Rates Strategy at Bank of America Claudia Sahm with New Century Advisors looks ahead to the December jobs report due out next Friday. We discuss the equity bull run and how long it can last with Ed Yardeni at Yardeni Resea...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 3rd, 2025 Featuring: Neil Dutta, Partner/Head: US Economic Research at Renaissance Macro Research, on the rise in bond yields, the outlook for recession, and the health of he US economy as we kick off 2025 Priya Misra, Portfolio Manager - Core Plus Fund at JP M...

The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Team Leader Nick Wadhams and Bloomberg News Auto Rep...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jack Devine & Mick Mulroy. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

- Kit Juckes, Soc Gen Chief FX Strategist - Dan Ives, Wedbush Sr. Equity Research Analyst - Earl Davis, BMO Head: Fixed Income & Money Markets Kit Juckes of SocGen discusses his expectation for dollar strength to continue this year. Dan Ives of Wedbush anticipates a key 2025 theme to be software participating in the AI revolution. Earl Davis of BMO discusses the opportunity expected tariffs ar...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 2nd, 2025 Featuring: Jack Devine, founder and chairman at the Arkin Group, discusses how federal investigators are looking into the incidents in New Orleans and Las Vegas and how they reshape US national security Cam Harvey, professor at Duke University's Busin...

- John Stoltzfus, Oppenheimer Chief Investment Strategist - Pavel Molchanov, Raymond James Managing Director: Renewable Energy & Clean Technology - Matt Miskin, John Hancock Investment Management Services Co-Chief Investment Strategist  John Stoltzfus of Oppenheimer believes the "bark" of tariffs will cause more fear than the "actual bite." Pavel Molchanov of Raymond James expects power p...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & David GuraDecember 31st, 2024 Featuring: Michael Purves, founder and CEO at Tallbacken Capital Advisors, discusses his weekly volatility report and talks price action in 2025 Veronica Clark, US Economist at Citi, on the outlook for inflation and the labor market in the US Mark...

- Terry Haines, Pangaea Policy Founder - Cameron Dawson, NewEdge Wealth CIO - Patrick De Haan, GasBuddy Terry Haines of Pangaea Policy reflects on former President Jimmy Carter's life, saying a lesson from his time at the White House is that the presidency has its limits. Cameron Dawson of NewEdge Wealth discusses recession risk being "effectively completely priced out of the market." Patrick De H...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonDecember 30th, 2024 Featuring: Terry Haines, founder at Pangaea Policy, on the passing of Jimmy Carter Cam Dawson, CIO at NewEdge Wealth, on whether traders will see slower growth in equities and the US economy Winnie Cisar, Global Head: Strategy at Creditsights, tal...

Jimmy Carter, the 39th US President, has died at the age of 100, leaving behind a legacy of promoting human rights and peace.  Bloomberg's John Tucker and Joe Mathieu look at the former president's life and legacy. See omnystudio.com/listener for privacy information.

- Dan Ives, Wedbush Equity Research Analyst - Rob Casey, Signum Global Advisors Senior Analyst - Chuck Lieberman,  Advisors Capital Management Co-Founder & Chief Investment Officer Dan Ives of Wedbush is predicting a record year for Apple in 2025, saying, "This is going to be an AI-driven supercycle that's multi-year." Rob Casey of Signum Global Advisors discusses the difficulties of a sl...