Bloomberg Surveillance

Featuring:

• Gina Martin Adams, Managing Director & Chief Market Strategist at HB Wealth Management
• Stuart Russell, Professor of Electrical Engineering & Computer Sciences at UC Berkeley
• Jim Zelter, President of Apollo Global Management

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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
Wednesday, September 16th, 2026

Featuring:

1) Steven Major, Global Macro Advisor at Tradition, talks about the case for a bond rally and falling yields.

2) Alicia Levine, CIO at BNY, on a constructive equity market approach and how higher yields bleed into equities.

3) Jay Goldberg, Senior Analyst at Seaport Group, joins to discuss AI anxiety and his continue "sell" recommendation on Nvidia.

4) David Rosenberg, founder at Rosenberg Research, joins to talk about his Fed outlook and US consumer economic anxieties.

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Featuring:

• Ted Mortonson, Managing Director: Tech Strategist at Baird
• Guneet Dhingra, Managing Director & Head: US Interest Rate Strategy at BNP Paribas
• Harvey Schwartz, Carlyle CEO

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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.

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Featuring:

• Lori Calvasina, Managing Director & Head of US Equity Strategy at RBC Capital Markets
• Jennifer Huddleston, Senior Research Fellow at the Cato Institute
• US Energy Secretary Christopher Wright

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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
Monday, September 14th, 2026

Featuring:

1) Dan Ives, Partner at Yorkville & Ives, joins to discuss the AI trade after warnings of a potential slowdown in development.

2) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, talks her equity call and potential headwinds amid rising energy prices.

3) David Tinsley, Senior Economist for Bank of America, on recent findings on the "sizzling" consumer.

4) Naomi Fink, Chief Global Strategist and Chief Economist at Amova Asset Management, talks the yen, BOJ raising rates, and how Scott Bessent and the Fed affect the carry trade.

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Centerview Partners Senior Counselor, Council on Foreign Relations President Emeritus, and Former Advisor to Colin Powell & President H.W. Bush Richard Haass and Morgan Stanley Wealth Management Chief Economic Strategist Ellen Zentner.

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Featuring: 

• David Kelly, Chief Global Strategist at JPMorgan Asset Management
• Tiffany Wilding, Economist at PIMCO
• Monica Guerra, Head of US Policy at Morgan Stanley Wealth Management

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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
Friday, September 11th, 2026

Featuring:

1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, Max Kettner, Chief Multi-Asset Strategist at HSBC, and Constance Hunter, Chief Economist and Head of Research at Economist Enterprise, react to CPI and talk US inflation.

2) Tom Michaud, CEO at KBW, talks about leading his firm, their strategy, and reflects on the lives lost from KBW on 9/11.

3) Jack Devine, former CIA Director at founder at The Arkin Group, reflects on 25 years since 9/11 and the current state of US national security.

4) Joe Daniels, former President and CEO of the National September 11 Memorial & Museum, joins to discuss 25 years since 9/11 and how the memorial at Ground Zero continues to remember the lives of victims.

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Featuring: 

• Mike Reid, Senior US Economist at RBC Capital Markets
• Libby Cantrill, Managing Director & Head of Public Policy at PIMCO 
• Gene Munster, Managing Partner at Deepwater Asset Management

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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
Thursday, September 10th, 2026

Featuring:

1) Greg Peters, CIO at PGIM Credit, reacts to PPI and discusses bond market warnings.

2) Tina Fordham, founder at Fordham Global Foresight, joins for an extended discussion about her new book "Mad World" and geopolitical and US political headlines ahead of the midterms.

3) Heath Terry, Head of Tech & Research at Citi, talks agentic AI, data center moratoriums, and other tech headlines.

4) Molly Pieroni, Partner at Yacktman Asset Management, offers her stock picks and gives her market outlook.

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Featuring: 

• Mike Wilson, Chief US Equity Strategist & Chief Investment Officer at Morgan Stanley 
• Bruce Van Saun, CEO of Citizens Financial Group 
• Mike Feroli, Chief US Economist at JPMorgan

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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
Wednesday, September 9th, 2026

Featuring:

1) Seema Shah, Chief Global Strategist at Principal Asset Management, talks about S&P headwinds and her 2H market call.

2) Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his views of this week's inflation data and whether the Fed might make a mistake in raising rates.

3) Omar Aguilar, CEO and CIO of Schwab Asset Management, talks his macro, equity, and fixed income outlooks.

4) Bill Cohan, Author of the new book Money to Burn: The Unvarnished Truth About Leon Black, Apollo, and the Rise of a New Wall Street.

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Featuring:

• Barbara Reinhard, CIO: Multi Asset Strategies & Solutions at Voya Investment Management
• Gil Luria, Head of Technology Research at DA Davidson
• Stephen Stanley, Chief Economist at Santander US Capital Markets

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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 8th, 2026

Featuring:

1) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses constructive economic growth and how it affects duration.

2) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, on stocks being insulated from geopolitical risks.

3) Peter Tchir, Head: Macro Strategy at Academy Securities, discusses US bond issuance and reinterpreting the labor market.

4) Oksana Aronov, Head of Market Strategy for Alternative Fixed Income for JPMorgan Asset Management, talks the macro backdrop and higher debt costs.

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Bloomberg Money is a new, weekly podcast focused on YOUR money. Listen for wealth strategies, retirement tips and a personal finance insights. Join Tom Keene and Scarlet Fu for new episodes every Friday.   

Listen on Apple:  https://podcasts.apple.com/us/podcast/bloomberg-money/id6803227140     
Listen on Spotify:  https://open.spotify.com/show/3lvzLLAZMdrxTB6y68Nb5g

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: The Points Guy Founder Brian Kelly and Telsey Advisory Group CEO & Chief Research Officer Dana Telsey.

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Featuring:

• Christopher Verrone, Partner & Chief Market Strategist at Baird Strategas
• Stephanie Roth, Chief Economist at Wolfe Research
• Mark Newman, Managing Director at Bernstein Institutional Services

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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
Friday, September 4th, 2026

Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head: Derivatives Strategy at RBC, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the August jobs report.

2) Ed Hirs, Energy Fellow at the University of Houston, talks record diesel prices and energy outlook ahead of the midterms.

3) Lia Taniguchi, Head: Labor Research at Bullhorn, talks about the firm's US labor findings on jobs day.

4) Jonathan Fascitelli, Chairman & CEO at Seregh Development Company, on experiential as the new amenity in real estate, particularly sports and entertainment districts, in the age of AI.

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US job growth surged in August and the unemployment rate held steady, suggesting the labor market has more momentum than previously thought. Nonfarm payrolls increased 162,000 last month and July’s job losses were revised away, according to Bureau of Labor Statistics data out Friday. The August increase topped all estimates in a Bloomberg survey. The unemployment rate remained at 4.1%.

Bloomberg's Tom Keene and Damian Sassower get reaction from:

• Claudia Sahm, Chief Economist at New Century Advisors, brings us into the jobs report
• Amy Wu Silverman, Head: Derivatives Strategy at RBC, reacts to today's jobs report
• Kristina Campmany, Senior Portfolio Manager at Invesco, talks about the bond market's reaction to jobs 

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Featuring:

• Keith Lerner, Chief Investment Officer at Truist Advisory Services
• Jayati Bharadwaj, Head of FX Strategy at TD Securities
• Adam Hodge, Managing Director of Bully Pulpit International

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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 SweeneyThursday, September 3rd, 2026
Featuring:

1) Michael Darda, Chief Economist at Roth Capital Partners, on nominal GDP and the US eco outlook ahead of this week's jobs report.
2) Scott Chronert, Head: US Equity Strategy at Citi, on his S&P call and a potentially late year equity rally.
3) Loren Moran, Portfolio Manager at Wellington, talks whether bonds have priced in enough risk.
4) David Bahnsen, CIO at the Bahnsen Group, on dividend growth offsetting inflation and what to expect from Chair Warsh post-Jackson Hole.

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Featuring:

• Kate Moore, Chief Investment Officer: Wealth at Citigroup Global Markets
• Torsten Slok, Partner & Chief Economist at Apollo Management
• Stephen Schork, Principal & Co-Founder of Schork Group

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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 2nd, 2026

Featuring:

1) Sebastien Page, Co-Head of Global Investments and CIO at T Rowe Price

2) Kelly Kowalski, Head of Investment Strategy at MassMutual

3) Frances Donald, Chief Economist at RBC

4) Jay Pelosky, Founder and Principal at TPW Advisory

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Featuring:

• Cameron Dawson, Chief Investment Officer at Newedge Wealth
• Sara Araghi, Senior VP & Portfolio Manager at Franklin Templeton
• Henrietta Treyz, Co-Founder & Director of Economic Policy Research at Veda Partners

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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
Monday, September 1st, 2026

Featuring:

1) David Katz, CIO at Matrix Asset Advisors

2) David Booth, Dimensional Fund Advisors founder and Chairman

3) Jordan Jackson, Global Market Strategist at JPMorgan Asset Management

4) Leslie Palti-Guzman, founder at Energy Vista

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Featuring:

• Bob Elliott, Co-Founder, CEO & CIO of Unlimited Funds
• CJ Muse, Senior Managing Director & Equity Research Analyst at Cantor Fitzgerald
• Paul Sankey, President of Sankey Research

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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
Monday, August 31st, 2026

Featuring:

1) Kristina Hooper, Chief Market Strategist at Man Group, joins to discuss US and global economic outlooks and risks.

2) Tracey Manzi, Senior Investment Strategist at Raymond James, talks about calming in the bond market and potential for further yield spikes.

3) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, offers her equity outlook post-Jackson Hole.

4) Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, on the constructive backdrop for stocks and commodities.

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Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This conversation provides detailed, research-backed information and practical advice for financial advisors who are considering their next move. Produced by Bloomberg Media Studios and Prudential Financial, this roundtable discussion provides clear and honest perspectives on the changes that are coming.

Guests on the show include:
David Blanchett, Head of Retirement Research with Prudential Financial, and Portfolio Manager with PGIM
Brittney Castro, CFP, AAMS, CRPC, Financial Expert and Speaker
Chelsea Ransom-Cooper, Co-Founder and Chief Financial Planning Officer with Zenith Wealth Partners
Maggie Lake, Financial Journalist

Research sources:
Cerulli Associates: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2024
Cerulli Associates: The Cerulli Edge, U.S. Retail Investor, 2023
Alliance for Lifetime Income: Protected Retirement Income and Planning Study, 2024
Prudential Communications: Global Retirement Pulse Survey, 2025

For more about this series visit us at:
https://sponsored.bloomberg.com/media/prudential/the-great-client-transfer 

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Kenneth Rogoff, Harvard Professor of Economics, and Nela Richardson, ADP Chief Economist & ESG Officer.

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Featuring:

• Claudia Sahm, Chief Economist at New Century Advisors
• Dr. Patrick Harker, Former Philadelphia Fed President
• Eugene Munster, Managing Partner & Co-Founder at Deepwater Asset Management

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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
Friday, August 28th, 2026

Featuring:

1) Richard Clarida, Global Economic Advisor at PIMCO, previews Jackson Hole and discusses Kevin Warsh.

2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about how various markets are pricing in Jackson Hole and Kevin Warsh.

3) Freya Beamish, Chief Economist and Head: Macro Research at TS Lombard, talks about Jackson Hole and the bond market pricing in Bessent and Warsh.

4) Mitch Berlin, EY Americas Vice Chair, Strategy and Transactions, discusses M&A activity and what it says about US economic health.

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Featuring:

• Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management
• Stuart Benjamin, Professor at the Duke Center for Innovation Policy
• Torsten Slok, Partner & Chief Economist at Apollo Management

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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
Thursday, August 27th, 2026

Featuring:

1) Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley, joins to discuss bond market signals and global credit opportunities as central bankers convene at Jackson Hole.

2) Angelo Zino, SVP and Tech Lead at CFRA Research, breaks down Nvidia's earnings blowout and other tech headlines.

3) Brett Ewing, Chief Market Strategist at First Franklin Financial Services, talks the broken rate hike case and how the bond market is pricing in Kevin Warsh and Scott Bessent.

4) Aoifinn Devitt, Managing Director: Global Wealth at Moneta Group, on the big themes for Jackson Hole and markets.

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Featuring:

• Marvin Loh, Senior Strategist: Global Macro at State Street
• Stephanie Roth, Chief Economist at Wolfe Research
• Mark Ein, Co-Chairman at Kastle Systems

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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
Wednesday, August 26th, 2026

Featuring:

1) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, Michael Ball, Macro Strategist with Bloomberg News, Jess Menton, Deputy Team Lead: Equities with Bloomberg News, react to PCE

2) Tobin Marcus, US Policy Analyst at Wolfe Research, talks economic D-Day and looking ahead to the midterms

3) Ben Cook, Portfolio Manager at Hennessy Energy Transition Fund as well as the Hennessy Midstream Fund, talks about the latest move downward in oil amid stalled Iran talks.

4) Dan Tannebaum, Global Anti-Financial Crime Practice Leader at Oliver Wyman, discusses Scott Bessent and why he's skeptical of economic D-Day.

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Featuring:

• George Goncalves, Managing Director & Head of US Macro Strategy at MUFG Securities
• Kate Kalutkiewicz, Senior Managing Director: Trade Practice at Mclarty Associates
• Ted Mortonson, Managing Director: Tech Strategist at Baird

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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, August 25th, 2026

Featuring:

1) Jason Trennert, Chairman and CEO at Strategas Research Partners, joins for an extended discussion on US Treasury Secretary Scott Bessent's focus on yields and what to expect from Jackson Hole and the Fed.

2) Simona Mocuta, Chief Economist at State Street, previews Jackson Hole and discusses the outlook for Treasury yields. 

3) Steve Sosnick, Chief Market Strategist at Interactive Brokers, talks Bessent wariness, market volatility, and previewing Nvidia. 

4) Joshua Crabb, Head: Asia-Pacific Equities at Robeco, discusses the Asia-Pacific backdrop, 2025-26 outperformance, and Japan latest.

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Featuring: 

• Anne Walsh, CIO at Guggenheim 
• Brian Gardner, Chief Washington Policy Strategist at Stifel 
• Troy Gayeski, Chief Market Strategist at Future Standard

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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 SweeneyMonday, August 24th, 2026
Featuring:

1) Kelsey Berro, Executive Director: Fixed Income at JPMorgan Asset Management, joins to discuss 30-year yields and Scott Bessent's quagmire.
2) Sarah House, Senior Economist at Wells Fargo, talks about the tax refund dry up and previews Kevin Warsh's first Jackson Hole.
3) Dan Ives, Parnter at Yorkville & Ives, previews Nvidia earnings and other tech headlines.
4) Suzy Welch, Professor of Management Practice at NYU, talks about the employment market for college students and recent grads, career advice, and the curriculum conundrum.

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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

This week's guests include:

Rebecca Patterson, Senior Fellow at the Council on Foreign Relations

Kevin Gordon, Head of Macro Research & Strategy at Schwab Center for Financial Research

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Featuring:

• Patrick Armstrong, CIO & Managing Partner at Plurimi Wealth
• Molly Brooks, US Rates Strategist at TD Securities
• Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick

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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 & Isabelle Lee
Friday, August 21st, 2026

Featuring:
1) Kevin Gordon, Head of Macro Research & Strategy at Schwab Center for Financial Research
2) Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investments 
3) Geoffrey Yu, Senior EMEA Market Strategist at BNY
4) Ann Miletti, Head of Equity Investments at Allspring Global Investments

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Featuring:

• Mary Daly, President, Federal Reserve Bank of San Francisco
• Nela Richardson, Chief Economist & ESG Officer at ADP
• Mona Mahajan, Head of Investment Strategy at Edward Jones

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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
Thursday, August 20th, 2026

Featuring:
1) Win Thin, Chief Economist at Bank of Nassau, reacts to minutes from the FOMC's July meeting.
2) George Goncalves, Head of US Macro Strategy at MUFG Securities Americas, examines the potential impact of the US Treasury's bond buyback push.
3) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, talks elevated valuations and slower earnings growth.
4) Patrick Sykes, Bloomberg Middle East Breaking News Editor, on President Trump's threats of economic warfare on Iran.

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Featuring: 

• Ed Yardeni, President at Yardeni Research
• Gennadiy Goldberg, Head of US Interest Rate Strategy at TD Securities
• James Bullard, Dean of Purdue University Business School & Former St. Louis Fed President

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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 SweeneyWednesday, August 19th, 2026
Featuring:
1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, talks market resilience and global risk premiums.2) Kathy Bostjancic, Chief Economist at Nationwide, on why recent inflation prints support a Fed hold.3) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, discusses the impact of real yield pressure on monetary policy.
4) John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., on why fundamentals point to more opportunity than risk.

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Featuring: 

• Stuart Kaiser, Head of US Equity Trading Strategy at Citi
• Seema Shah, Chief Global Strategist at Principal Asset Management
• Mark Cabana, Head of US Rates Strategy at BofA Global Research

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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, August 18th, 2026

Featuring:
1) Kay Herr, Managing Director & CIO: US GFICC at JPMorgan Asset Management, examines the shifting expectations for Fed policy.
2) Mark McCormick, Chief FX Strategist at BMO Capital Markets, on how geopolitical headwinds are weighing on currency markets.
3) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the gap between sell-side consensus and buy-side expectations
4) Wayne Sanders, Senior Defense Analyst for Bloomberg Intelligence, assesses the latest on the war in Iran and the ramp-up of American military production.

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Featuring:  

• Lori Calvasina, Head of US Equity Strategies, RBC
• Ed Mills, Raymond James Managing Director/Washington Policy Analyst
• Neil Dutta, Head of US Economic Research, Renaissance Macro Research

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