Tech Rebound Lifts Stocks Ahead of Shutdown Vote; 10 Years of Odd Lots

Bloomberg Surveillance

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, November 12th, 2025

Featuring:
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.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, November 12th, 2025

Featuring:
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.

2025-11-12 36 min Transcript
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