AI Safety and Rising Yields

Bloomberg Surveillance

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 Sweeney
Tuesday, September 15th, 2026

Featuring:

1) George Noble, Managing Partner at Noble Capital Advisors and former Fidelity Fund Manager, talks artificial intelligence bear cases amid concerns over AI safety. 

2) Dominic Konstam, Head: Macro Strategy at Mizuho Securities, joins to talk the Fed, rising bond yields, and growing market risks.

3) Marina Zavolock, Chief Euro Equity Strategist at Morgan Stanley, talks outlook for euro stocks and the impact of ECB rate hikes. 

4) Sinjin Bowron, High Yield Bond & Senior Bank Loan Portfolio Manager at Beach Point Capital, brings us into the market open and talks credit risk as the 10-year hits its highest level since 2007.

See omnystudio.com/listener for privacy information.

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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 Sweeney
Tuesday, September 15th, 2026

Featuring:

1) George Noble, Managing Partner at Noble Capital Advisors and former Fidelity Fund Manager, talks artificial intelligence bear cases amid concerns over AI safety. 

2) Dominic Konstam, Head: Macro Strategy at Mizuho Securities, joins to talk the Fed, rising bond yields, and growing market risks.

3) Marina Zavolock, Chief Euro Equity Strategist at Morgan Stanley, talks outlook for euro stocks and the impact of ECB rate hikes. 

4) Sinjin Bowron, High Yield Bond & Senior Bank Loan Portfolio Manager at Beach Point Capital, brings us into the market open and talks credit risk as the 10-year hits its highest level since 2007.

See omnystudio.com/listener for privacy information.

2026-09-15 43 min Transcript
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