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Bloomberg Surveillance

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Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.  Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.  Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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Episodes

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Published 2026-06-16

Bloomberg Surveillance TV: June 16th, 2026

21 min Transcript
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Featuring: 

  • Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments 
  • Torsten Slok, Chief Economist at Apollo Global Management 
  • Ariana Salvatore, Head of US Public Policy Research at Morgan Stanley

 

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Featuring: 

  • Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments 
  • Torsten Slok, Chief Economist at Apollo Global Management 
  • Ariana Salvatore, Head of US Public Policy Research at Morgan Stanley

 

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Published 2026-06-16

US and Iran Prepare for Deal Signing, SpaceX Soars

30 min Transcript
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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 SweeneyTuesday, June 16, 2026
Featuring:
1) Alexis Crow, Partner & Chief Economist at PWC
2) Emily Roland, Co-Chief Investment Strategist at Manulife/John Hancock Investment Management
3) Cam Dawson, CIO at NewEdge Wealth
4) Dan Tannebaum, Partner at Oliver Wyman

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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 SweeneyTuesday, June 16, 2026
Featuring:
1) Alexis Crow, Partner & Chief Economist at PWC
2) Emily Roland, Co-Chief Investment Strategist at Manulife/John Hancock Investment Management
3) Cam Dawson, CIO at NewEdge Wealth
4) Dan Tannebaum, Partner at Oliver Wyman

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Published 2026-06-15

Bloomberg Surveillance TV: June 15th, 2026

20 min Transcript
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Featuring: 

  • Seth Carpenter, Global Chief Economist & Global Head of Macro Research at Morgan Stanley 
  • Henrietta Treyz, Director of Economic Policy at Veda Partners 
  • Liz Thomas, Head of Investment Strategy at SoFi

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Featuring: 

  • Seth Carpenter, Global Chief Economist & Global Head of Macro Research at Morgan Stanley 
  • Henrietta Treyz, Director of Economic Policy at Veda Partners 
  • Liz Thomas, Head of Investment Strategy at SoFi

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Published 2026-06-15

US-Iran Interim Deal and Fed Chair Warsh

25 min Transcript
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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, June 15, 2026
Featuring:

1) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations, talks about how markets are making sense of the Iran interim deal as well as Kevin Warsh's first FOMC meeting as Fed Chair.
2) Steph Guild, Chief Investment Strategist at Robinhood, talks about the legs of the equity rally and the risk of a rising VIX.
3) Julian Lee, oil strategist with Bloomberg News, on how the Iran interim deal is rippling through oil and energy markets.
4) Jim Rowan, Principal, US Head of AI at Deloitte, discusses the firm's paper on the AI token economy.

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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, June 15, 2026
Featuring:

1) Rebecca Patterson, Senior Fellow at the Council on Foreign Relations, talks about how markets are making sense of the Iran interim deal as well as Kevin Warsh's first FOMC meeting as Fed Chair.
2) Steph Guild, Chief Investment Strategist at Robinhood, talks about the legs of the equity rally and the risk of a rising VIX.
3) Julian Lee, oil strategist with Bloomberg News, on how the Iran interim deal is rippling through oil and energy markets.
4) Jim Rowan, Principal, US Head of AI at Deloitte, discusses the firm's paper on the AI token economy.

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

Today's guests:

  • Jim Chanos, Chanos & Company Founder & President
  • Former US Treasury Secretary Jack Lew

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

Today's guests:

  • Jim Chanos, Chanos & Company Founder & President
  • Former US Treasury Secretary Jack Lew

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Published 2026-06-12

Bloomberg Surveillance TV: June 12th, 2026

17 min Transcript
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Featuring: 

  • Stuart Kaiser, Head of US Equity Trading Strategy at Citi 
  • Victoria Coates, Fmr. Trump Deputy National Security Advisor & VP of National Security and Foreign Policy at the Heritage Foundation 
  • Zach Griffiths, Head of US IG & Macro Strategy at CreditSights

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Featuring: 

  • Stuart Kaiser, Head of US Equity Trading Strategy at Citi 
  • Victoria Coates, Fmr. Trump Deputy National Security Advisor & VP of National Security and Foreign Policy at the Heritage Foundation 
  • Zach Griffiths, Head of US IG & Macro Strategy at CreditSights

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Published 2026-06-12

SpaceX Debuts on then NASDAQ and Oil Moves

27 min Transcript
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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 SweeneyFriday, June 12, 2026
Featuring:

1) Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley, on this week's inflation data.
2) Ed Hirs, Senior Fellow at University of Houston, joins to talk about where energy prices could go should the Strait of Hormuz reopen soon amid an Iran deal.
3) Cam Harvey, professor at Duke University, on the retail SpaceX trap.
4) Jake Schneider, founder at Atlas Analytics, talks about space infrastructure and using satellite imagery to forecast real time macroeconomic indicators.

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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 SweeneyFriday, June 12, 2026
Featuring:

1) Sarah Wolfe, Senior Economist and Strategist, Thematic & Macro Investing at Morgan Stanley, on this week's inflation data.
2) Ed Hirs, Senior Fellow at University of Houston, joins to talk about where energy prices could go should the Strait of Hormuz reopen soon amid an Iran deal.
3) Cam Harvey, professor at Duke University, on the retail SpaceX trap.
4) Jake Schneider, founder at Atlas Analytics, talks about space infrastructure and using satellite imagery to forecast real time macroeconomic indicators.

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Published 2026-06-11

Bloomberg Surveillance TV: June 11th, 2026

20 min Transcript
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Featuring: 

  • Frances Donald, Chief Economist at RBC 
  • Ed Mills, Washington Policy Analyst at Raymond James 
  • Ted Mortonson, Managing Director: Technology at Baird

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Featuring: 

  • Frances Donald, Chief Economist at RBC 
  • Ed Mills, Washington Policy Analyst at Raymond James 
  • Ted Mortonson, Managing Director: Technology at Baird

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Published 2026-06-11

Inflation Data and Market Bullishness

30 min Transcript
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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, June 11, 2026
Featuring:

1) Jay Hatfield, CEO at Infrastructure Capital Management, brings us into PPI and discusses his inflation outlook and bullish S&P call.
2) Iain Stealey, International Head of Fixed Income at JPMorgan, discusses the US macro picture and the bond market.
3) Bailey Lipschultz, Senior Reporter with Bloomberg News, on the SpaceX IPO.
4) Julia Wilson, Principal: Consumer & Retail Strategy at KPMG, talks about the consumer feeling squeezed and summer travel season.

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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, June 11, 2026
Featuring:

1) Jay Hatfield, CEO at Infrastructure Capital Management, brings us into PPI and discusses his inflation outlook and bullish S&P call.
2) Iain Stealey, International Head of Fixed Income at JPMorgan, discusses the US macro picture and the bond market.
3) Bailey Lipschultz, Senior Reporter with Bloomberg News, on the SpaceX IPO.
4) Julia Wilson, Principal: Consumer & Retail Strategy at KPMG, talks about the consumer feeling squeezed and summer travel season.

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Published 2026-06-10

Bloomberg Surveillance TV: June 10th, 2026

22 min Transcript
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Featuring:

  • Steve Chiavarone, Deputy CIO: Equities & Head: Multi-Asset at Federated Global Investment Management
  • Dan Ives, Managing Director & Global Head: Technology Research at Wedbush Securities
  • Tiffany Wilding, Managing Director & Economist at PIMCO

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Featuring:

  • Steve Chiavarone, Deputy CIO: Equities & Head: Multi-Asset at Federated Global Investment Management
  • Dan Ives, Managing Director & Global Head: Technology Research at Wedbush Securities
  • Tiffany Wilding, Managing Director & Economist at PIMCO

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Published 2026-06-10

May CPI and Major IPOs

31 min Transcript
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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, June 10, 2026
Featuring:

1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, Jeff Given, Head of Developed-Market Fixed Income and Fixed Income Portfolio Manager at Manulife Investment Management, and Ira Jersey, Chief US Interest Rate Strategist at Bloomberg Intelligence, react to CPI.
2) Ed Ludlow, host of Bloomberg Technology, wraps the week in Apple's WWDC and the upcoming SpaceX and OpenAI IPOs.
3) Odeta Kushi, Deputy Chief Economist at First American, joins for a discussion on the housing market and outperforming and underperforming markets in the US.

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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, June 10, 2026
Featuring:

1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, Jeff Given, Head of Developed-Market Fixed Income and Fixed Income Portfolio Manager at Manulife Investment Management, and Ira Jersey, Chief US Interest Rate Strategist at Bloomberg Intelligence, react to CPI.
2) Ed Ludlow, host of Bloomberg Technology, wraps the week in Apple's WWDC and the upcoming SpaceX and OpenAI IPOs.
3) Odeta Kushi, Deputy Chief Economist at First American, joins for a discussion on the housing market and outperforming and underperforming markets in the US.

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Published 2026-06-09

Bloomberg Surveillance TV: June 9th, 2026

24 min Transcript
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Featuring:

  • Jack Caffrey, Equity Portfolio Manager at JP Morgan Investment Management
  • Jennifer Huddleston, Senior Research Fellow at the Cato Institute
  • Gil Luria, Managing Director & Head: Technology Research at DA Davidson

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Featuring:

  • Jack Caffrey, Equity Portfolio Manager at JP Morgan Investment Management
  • Jennifer Huddleston, Senior Research Fellow at the Cato Institute
  • Gil Luria, Managing Director & Head: Technology Research at DA Davidson

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Published 2026-06-09

US Economic Outlook and Bond Signals

29 min Transcript
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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 SweeneyTuesday, June 9, 2026
Featuring:

1) David Seif, Chief Economist for Developed Markets at Nomura, discusses the Fed and outlook for the US economy.
2) Amrita Sen, founder and director at Energy Aspects, talks about moves in the energy markets amid President Trump's floating a deal with Iran.
3) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins to discuss her midyear outlook and the market driving higher.
4) Nisha Patel, SMA Fixed Income Portfolio Manager at Parametric, joins for a discussion on munis and the broader bond portfolio.

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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 SweeneyTuesday, June 9, 2026
Featuring:

1) David Seif, Chief Economist for Developed Markets at Nomura, discusses the Fed and outlook for the US economy.
2) Amrita Sen, founder and director at Energy Aspects, talks about moves in the energy markets amid President Trump's floating a deal with Iran.
3) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins to discuss her midyear outlook and the market driving higher.
4) Nisha Patel, SMA Fixed Income Portfolio Manager at Parametric, joins for a discussion on munis and the broader bond portfolio.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Citi’s Nathan Sheets & Ed Ludlow of Bloomberg News. 

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Citi’s Nathan Sheets & Ed Ludlow of Bloomberg News. 

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Published 2026-06-08

Bloomberg Surveillance TV: June 8th, 2026

22 min Transcript
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Featuring:

  • Cameron Dawson, Chief Investment Officer at Newedge Wealth
  • Mark Esper, Chairman: National Security Practice at Red Cell Partners
  • Andrew Watterson, Chief Operating Officer at Southwest Airlines

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Featuring:

  • Cameron Dawson, Chief Investment Officer at Newedge Wealth
  • Mark Esper, Chairman: National Security Practice at Red Cell Partners
  • Andrew Watterson, Chief Operating Officer at Southwest Airlines

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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, June 8th, 2026

Featuring:

1) Nathan Sheets, Global Chief Economist at Citi, examines how the Fed is weighing inflationary pressures.

2) Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses the latest Iran headlines.

3) Collin Martin, Chief Fixed Income Strategist at Charles Schwab, on why income still matters for bond investors.

4) Jennifer Lawless, Professor of Politics at the University of Virginia, assesses domestic pushback to continued conflict in the Middle East.

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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, June 8th, 2026

Featuring:

1) Nathan Sheets, Global Chief Economist at Citi, examines how the Fed is weighing inflationary pressures.

2) Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses the latest Iran headlines.

3) Collin Martin, Chief Fixed Income Strategist at Charles Schwab, on why income still matters for bond investors.

4) Jennifer Lawless, Professor of Politics at the University of Virginia, assesses domestic pushback to continued conflict in the Middle East.

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

Today's guests: Charles Schwab Chief Investment Strategist Liz Ann Sonders and JPMorgan Asset Management Chief Market Strategist for Americas Gabriela Santos.

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

Today's guests: Charles Schwab Chief Investment Strategist Liz Ann Sonders and JPMorgan Asset Management Chief Market Strategist for Americas Gabriela Santos.

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Published 2026-06-05

Bloomberg Surveillance TV: June 5th, 2026

22 min Transcript
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Featuring:

  • Gil B Luria, Managing Director & Head: Technology Research at DA Davidson & Co.
  • Nadia Lovell, Head of Global Equity at UBS Financial Services
  • Lisa Shalett, CIO: Wealth Management at Morgan Stanley

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Featuring:

  • Gil B Luria, Managing Director & Head: Technology Research at DA Davidson & Co.
  • Nadia Lovell, Head of Global Equity at UBS Financial Services
  • Lisa Shalett, CIO: Wealth Management at Morgan Stanley

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Claudia Sahm & Frances Donald.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Claudia Sahm & Frances Donald.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Published 2026-06-05

Reaction to the May Jobs Report

36 min Transcript
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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 SweeneyFriday, June 5, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Kevin Gordon, Head of Macro Research and Strategy for the Schwab Center for Financial Research, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the May jobs report.
2) Frances Donald, Chief Economist at RBC, on jobs, inflation, and the two-tiered US economy.
3) David Sowerby, Managing Director and Portfolio Manager at Ancora, brings us into the market open and discusses his market call and stocks he likes.

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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 SweeneyFriday, June 5, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, Kevin Gordon, Head of Macro Research and Strategy for the Schwab Center for Financial Research, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the May jobs report.
2) Frances Donald, Chief Economist at RBC, on jobs, inflation, and the two-tiered US economy.
3) David Sowerby, Managing Director and Portfolio Manager at Ancora, brings us into the market open and discusses his market call and stocks he likes.

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US job growth topped all forecasts in May and the unemployment rate held steady, offering the clearest sign yet that the labor market may be breaking out of a prolonged period of lackluster hiring.
Nonfarm payrolls increased 172,000 last month after upward revisions to the prior two months, according to Bureau of Labor Statistics data out Friday. That marked the strongest three-month advance in more than two years.
The unemployment rate was unchanged at 4.3%, and average hourly earnings rose 0.3%.

Bloomberg's Tom Keene and Paul Sweeney break down the numbers with: 
Claudia Sahm, Chief Economist at New Century Advisors
Kevin Gordon, Head of Macro Research and Strategy for the Schwab Center for Financial Research at Charles Schwab
Kristina Campmany, Senior Portfolio Manager at Invesco

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US job growth topped all forecasts in May and the unemployment rate held steady, offering the clearest sign yet that the labor market may be breaking out of a prolonged period of lackluster hiring.
Nonfarm payrolls increased 172,000 last month after upward revisions to the prior two months, according to Bureau of Labor Statistics data out Friday. That marked the strongest three-month advance in more than two years.
The unemployment rate was unchanged at 4.3%, and average hourly earnings rose 0.3%.

Bloomberg's Tom Keene and Paul Sweeney break down the numbers with: 
Claudia Sahm, Chief Economist at New Century Advisors
Kevin Gordon, Head of Macro Research and Strategy for the Schwab Center for Financial Research at Charles Schwab
Kristina Campmany, Senior Portfolio Manager at Invesco

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Torsten Slok and Rebecca Homkes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Torsten Slok and Rebecca Homkes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Published 2026-06-04

Bloomberg Surveillance TV: June 4th, 2026

19 min Transcript
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Featuring:

  • Thomas Pigott, US State Department Spokesperson
  • Dr. Betsey Stevenson, Professor of Public Policy & Economics at the University of Michigan
  • Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo

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Featuring:

  • Thomas Pigott, US State Department Spokesperson
  • Dr. Betsey Stevenson, Professor of Public Policy & Economics at the University of Michigan
  • Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo

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Published 2026-06-04

Testing the AI Trade; US-Iran Peace Talks Continue

36 min Transcript
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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 June 4, 2026
Featuring:
1) Torsten Slok, Chief Economist at Apollo
2) Dr. Lindsay Newman, Associate Fellow at Chatham House
3) Julia Coronado, founder and President at Macropolicy Perspectives
4) Dr. Rebecca Homkes, economist and lecturer at London Business School

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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 June 4, 2026
Featuring:
1) Torsten Slok, Chief Economist at Apollo
2) Dr. Lindsay Newman, Associate Fellow at Chatham House
3) Julia Coronado, founder and President at Macropolicy Perspectives
4) Dr. Rebecca Homkes, economist and lecturer at London Business School

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Drew Matus & Dean Curnutt.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Drew Matus & Dean Curnutt.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Published 2026-06-03

Bloomberg Surveillance TV: June 3rd, 2026

26 min Transcript
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Featuring:

  • Cameron Dawson, CIO of Newedge Wealth
  • Libby Cantrill, Managing Director & Head of Public Policy at PIMCO
  • Former US Vice President Mike Pence

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Featuring:

  • Cameron Dawson, CIO of Newedge Wealth
  • Libby Cantrill, Managing Director & Head of Public Policy at PIMCO
  • Former US Vice President Mike Pence

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Published 2026-06-03

The US Market and Economic Picture

36 min Transcript
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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, June 3, 2026
Featuring:

1) Alicia Levine, CIO at BNY, joins to discuss her new S&P target and what could continue to allow the market to melt higher.
2) Dean Curnutt, founder at Macro Risk Advisors, joins to talk S&P outlook, the VIX, and AI risks and opportunities.
3) Leslie Palti-Guzman, founder at Energy Vista, talks about outlook for oil and natural gas prices amid the war in Iran.
4) Veronica Clark, US Economist with Citi, previews jobs day and discusses inflation and the Fed.

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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, June 3, 2026
Featuring:

1) Alicia Levine, CIO at BNY, joins to discuss her new S&P target and what could continue to allow the market to melt higher.
2) Dean Curnutt, founder at Macro Risk Advisors, joins to talk S&P outlook, the VIX, and AI risks and opportunities.
3) Leslie Palti-Guzman, founder at Energy Vista, talks about outlook for oil and natural gas prices amid the war in Iran.
4) Veronica Clark, US Economist with Citi, previews jobs day and discusses inflation and the Fed.

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Published 2026-06-02

Bloomberg Surveillance TV: June 2nd, 2026

16 min Transcript
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Featuring:

  • Kit Juckes, Chief FX Strategist & Head: Foreign Exchange Strategy at Societe Generale
  • Momei Qu, Managing Director: PSP Growth at PSP Capital Partners
  • Monica Dicenso, Head of Global Investment Opportunities at JP Morgan Private Bank

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Featuring:

  • Kit Juckes, Chief FX Strategist & Head: Foreign Exchange Strategy at Societe Generale
  • Momei Qu, Managing Director: PSP Growth at PSP Capital Partners
  • Monica Dicenso, Head of Global Investment Opportunities at JP Morgan Private Bank

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Ted Mortonson and Francis Gannon.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Ted Mortonson and Francis Gannon.

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Published 2026-06-02

Equity and Credit Trends

33 min Transcript
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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 SweeneyTuesday, June 2, 2026
Featuring:

1) Francois Trahan, Chief Investment Strategist at BMO Capital Markets, talks about the macro forces that could alter market consensus.
2) Professor Michael Gatto, partner at Silver Point Capital and professor at Columbia University and Fordham, talks about how his book, "The Credit Investor's Handbook" for credit analysts and other headlines across the credit, private credit, and distressed debt landscape.
3) Ted Mortonson, Managing Director: Technology at Baird, talks tech headlines, software rebound, and the historic bull run in chip stocks.
4) Matt King, founder at Satori Insights, talks about his findings on AI utility with an extensive look at Claude Code, and how he expects its impact to ripple through 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 SweeneyTuesday, June 2, 2026
Featuring:

1) Francois Trahan, Chief Investment Strategist at BMO Capital Markets, talks about the macro forces that could alter market consensus.
2) Professor Michael Gatto, partner at Silver Point Capital and professor at Columbia University and Fordham, talks about how his book, "The Credit Investor's Handbook" for credit analysts and other headlines across the credit, private credit, and distressed debt landscape.
3) Ted Mortonson, Managing Director: Technology at Baird, talks tech headlines, software rebound, and the historic bull run in chip stocks.
4) Matt King, founder at Satori Insights, talks about his findings on AI utility with an extensive look at Claude Code, and how he expects its impact to ripple through markets.

See omnystudio.com/listener for privacy information.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Matt Miskin & Nick Sargen.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Matt Miskin & Nick Sargen.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Published 2026-06-01

Bloomberg Surveillance TV: June 1st, 2026

24 min Transcript
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Featuring:

  • Torsten Slok, Chief Economist at Apollo Global Management 
  • Peter Tchir, Head of Macro Strategy at Academy Securities 
  • Ed Al-Hussainy, Global Rates Strategist at Columbia Threadneedle

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Featuring:

  • Torsten Slok, Chief Economist at Apollo Global Management 
  • Peter Tchir, Head of Macro Strategy at Academy Securities 
  • Ed Al-Hussainy, Global Rates Strategist at Columbia Threadneedle

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Published 2026-06-01

Trump Says Iran Deal Will ‘Work Out Well’

28 min Transcript
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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, June 1st, 2026
Featuring:
1) Dana Khraiche, Bloomberg News MENA Breaking News Editor, discusses the latest on the state of US-Iran peace talks.

2) Nancy Lazar, Chief Global Economist at Piper Sandler, on how the latest economic data will drive the Fed's next rate decision.

3) Henrietta Treyz, Co-Founder at Veda Partners, explores how prolonged conflict in the Middle East is creating domestic political pressures ahead of midterm elections.

4) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, examines how geopolitical risk is weighing on the broader equity market outlook.

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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, June 1st, 2026
Featuring:
1) Dana Khraiche, Bloomberg News MENA Breaking News Editor, discusses the latest on the state of US-Iran peace talks.

2) Nancy Lazar, Chief Global Economist at Piper Sandler, on how the latest economic data will drive the Fed's next rate decision.

3) Henrietta Treyz, Co-Founder at Veda Partners, explores how prolonged conflict in the Middle East is creating domestic political pressures ahead of midterm elections.

4) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, examines how geopolitical risk is weighing on the broader equity market outlook.

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Published 2026-05-29

Bloomberg Surveillance TV: May 29th, 2026

26 min Transcript
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Featuring:

  • Max Kettner, Chief Multi-Asset Strategist at HSBC
  • Angelo Zino, Senior VP & Head of Technology at CFRA
  • Michael Wirth, CEO of Chevron

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Featuring:

  • Max Kettner, Chief Multi-Asset Strategist at HSBC
  • Angelo Zino, Senior VP & Head of Technology at CFRA
  • Michael Wirth, CEO of Chevron

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Brian Belski & Tina Fordham.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Brian Belski & Tina Fordham.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Published 2026-05-29

Equity and Bond Signals

44 min Transcript
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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 SweeneyFriday, May 29, 2026
Featuring:

1) Brian Belski, CEO and CIO at Humilis Investment Strategies, joins for an extended discussion on the S&P bull case and his outlook for markets and the economy.
2) Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, joins to discuss recent moves in the bond market and if investors will soon see a rebound.
3) Josh Zegen, Co-Founder and Managing Principal of Madison Realty Capital, discusses real estate opportunities and his firm's strategies.
4) Dan Boulud, Chef and Restauranter at Dinex Group, joins to talk the state of the restaurant industry, food inflation, and upcoming projects.

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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 SweeneyFriday, May 29, 2026
Featuring:

1) Brian Belski, CEO and CIO at Humilis Investment Strategies, joins for an extended discussion on the S&P bull case and his outlook for markets and the economy.
2) Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, joins to discuss recent moves in the bond market and if investors will soon see a rebound.
3) Josh Zegen, Co-Founder and Managing Principal of Madison Realty Capital, discusses real estate opportunities and his firm's strategies.
4) Dan Boulud, Chef and Restauranter at Dinex Group, joins to talk the state of the restaurant industry, food inflation, and upcoming projects.

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Published 2026-05-28

Bloomberg Surveillance TV: May 28th, 2026

21 min Transcript
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Featuring:

  • Lt. General Karen Gibson, Advisor at Academy Securities
  • Robin Vince, BNY CEO
  • Dr. Kathryn Kaminski, Chief Research Strategist and Portfolio Manager at Alphasimplex Group

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Featuring:

  • Lt. General Karen Gibson, Advisor at Academy Securities
  • Robin Vince, BNY CEO
  • Dr. Kathryn Kaminski, Chief Research Strategist and Portfolio Manager at Alphasimplex Group

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Emily Roland & Erin McLaughlin.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Emily Roland & Erin McLaughlin.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Published 2026-05-28

Inflation Data amid Equity Push Higher

34 min Transcript
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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, May 28, 2026
Featuring:

1) Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Matt Wittmer, Portfolio Manager at Allspring Global Investments, react to PCE.
2) Nelson Yu, Head of Equities at AllianceBernstein, discusses the equity bull run and where he's seeing investment opportunity.
3) Emily Roland, Co-Chief Investment Strategist at Manulife/John Hancock Investment Management, talks about what's driving earnings growth as the economy shows signs of slowing.
4) Chad Brown, Senior Fellow at the Peterson Institute, talks about his research with Adam Posen at the Petersen Institute and his new book "How to Win a Trade War."

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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, May 28, 2026
Featuring:

1) Andrew Szczurowski, Senior Fixed Income Portfolio Manager at Morgan Stanley Investment Management, Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Matt Wittmer, Portfolio Manager at Allspring Global Investments, react to PCE.
2) Nelson Yu, Head of Equities at AllianceBernstein, discusses the equity bull run and where he's seeing investment opportunity.
3) Emily Roland, Co-Chief Investment Strategist at Manulife/John Hancock Investment Management, talks about what's driving earnings growth as the economy shows signs of slowing.
4) Chad Brown, Senior Fellow at the Peterson Institute, talks about his research with Adam Posen at the Petersen Institute and his new book "How to Win a Trade War."

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Jim Caron & Libby Cantrill.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Jim Caron & Libby Cantrill.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Published 2026-05-27

Bloomberg Surveillance TV: May 27th, 2026

20 min Transcript
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Featuring:

  • Mark Haefele, CIO: Global Wealth Management at UBS
  • Retired General Joseph Votel, President & CEO at Business Executives for National Security and former CENTCOM Commander
  • Blerina Uruci, Chief US Economist at T Rowe Price

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Featuring:

  • Mark Haefele, CIO: Global Wealth Management at UBS
  • Retired General Joseph Votel, President & CEO at Business Executives for National Security and former CENTCOM Commander
  • Blerina Uruci, Chief US Economist at T Rowe Price

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Published 2026-05-27

Equity Push amid Bond Warnings

27 min Transcript
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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 SweeneyFriday, May 22, 2026
Featuring:

1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, joins to talk about his constructive view on risk assets and whether the bond market will turn around.
2) Win Thin, Chief Economist at Bank of Nassau, talks about potential pockets of demand destruction across the US and global economies.
3) Arkady Gevorkyan, VP: Research at Citi, joins to discuss his non-consensus bullish view on sugar and discusses the broader commodity outlook.
4) Carole Streicher, Deal Advisory & Strategy Service Group Leader for KPMG, joins in studio to discuss the firm's findings on how AI is impacting tax and PE firms.

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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 SweeneyFriday, May 22, 2026
Featuring:

1) Jim Caron, CIO: Cross Asset Solutions at Morgan Stanley Investment Management, joins to talk about his constructive view on risk assets and whether the bond market will turn around.
2) Win Thin, Chief Economist at Bank of Nassau, talks about potential pockets of demand destruction across the US and global economies.
3) Arkady Gevorkyan, VP: Research at Citi, joins to discuss his non-consensus bullish view on sugar and discusses the broader commodity outlook.
4) Carole Streicher, Deal Advisory & Strategy Service Group Leader for KPMG, joins in studio to discuss the firm's findings on how AI is impacting tax and PE firms.

See omnystudio.com/listener for privacy information.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Admiral James Stavridis and Sheila Kahyaoglu

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Admiral James Stavridis and Sheila Kahyaoglu

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Published 2026-05-26

Bloomberg Surveillance TV: May 26th, 2026 (Podcast)

19 min Transcript
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Featuring

  • Steven Cook, Senior Fellow:Middle East & Africa Studies, Council on Foreign Relations
  • William Dudley, BBO/Bloomberg Economics & Former NY Fed President
  • Sonal Desai, Fixed Income CIO, Franklin Templeton

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Featuring

  • Steven Cook, Senior Fellow:Middle East & Africa Studies, Council on Foreign Relations
  • William Dudley, BBO/Bloomberg Economics & Former NY Fed President
  • Sonal Desai, Fixed Income CIO, Franklin Templeton

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Published 2026-05-26

Stocks Rise as Iran Peace Hopes Hold

33 min Transcript
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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 SweeneyTuesday, May 26, 2026
Featuring:
1) Amanda Lynam, Chief Credit Strategist at Goldman Sachs
2) Dhaval Joshi, Chief Strategist - Counterpoint at BCA Research
3) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries
4) Admr. James Starvridis, former NATO Supreme Allied Commander Europe and former Navy Admiral

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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 SweeneyTuesday, May 26, 2026
Featuring:
1) Amanda Lynam, Chief Credit Strategist at Goldman Sachs
2) Dhaval Joshi, Chief Strategist - Counterpoint at BCA Research
3) Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries
4) Admr. James Starvridis, former NATO Supreme Allied Commander Europe and former Navy Admiral

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Published 2026-05-22

Single Best Idea with Tom Keene: Brian Levitt & Dan Ives

4 min Transcript
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Brian Levitt & Dan Ives.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Brian Levitt & Dan Ives.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Published 2026-05-22

Equities Face Best Rally since 2023

26 min Transcript
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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, May 27, 2026
Featuring:

1) John Ryding, Chief Economic Advisor at Brean Capital, joins to offer his US economic outlook as US stocks eye their best weekly run since 2023.
2) Dan Ives, Global Head: Technology at Wedbush Securities, wraps the week in Nvidia earnings and major tech IPOs.
3) Natasha Sarin, President and co-founder at Yale Budget Lab, discusses the new report from YBL on carried interest and can comment on recent Trump admin economic policies as well as the Trump-IRS case.
4) Rich Steinmeier, CEO at LPL Financial, discusses how he's managing wealth management entering a scale-driven era and the next phase of growth in the industry.

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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, May 27, 2026
Featuring:

1) John Ryding, Chief Economic Advisor at Brean Capital, joins to offer his US economic outlook as US stocks eye their best weekly run since 2023.
2) Dan Ives, Global Head: Technology at Wedbush Securities, wraps the week in Nvidia earnings and major tech IPOs.
3) Natasha Sarin, President and co-founder at Yale Budget Lab, discusses the new report from YBL on carried interest and can comment on recent Trump admin economic policies as well as the Trump-IRS case.
4) Rich Steinmeier, CEO at LPL Financial, discusses how he's managing wealth management entering a scale-driven era and the next phase of growth in the industry.

See omnystudio.com/listener for privacy information.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Frank Lee & Mandeep Singh.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature conversations with Frank Lee & Mandeep Singh.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

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Published 2026-05-21

Bloomberg Surveillance TV: May 21st, 2026

22 min Transcript
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Featuring:

  • Peter Tchir, Director & Head: Macro Strategy at Academy Securities
  • Dr. Amrita Sen, Director: Market Intelligence & Founder of Energy Aspects
  • Dermot McDonogh, CFO of BNY

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Featuring:

  • Peter Tchir, Director & Head: Macro Strategy at Academy Securities
  • Dr. Amrita Sen, Director: Market Intelligence & Founder of Energy Aspects
  • Dermot McDonogh, CFO of BNY

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Published 2026-05-21

Nvidia Reports as SpaceX & OpenAI IPOs Gain Steam

26 min Transcript
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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, May 21, 2026
Featuring:

1) Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, joins to break down the Nvidia blowout and why there's some investor skepticism, as well as how the report is playing out amid two major tech IPOs.
2) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses the ripple effects of recent bond market moves and whether MSIM is starting to price in rate hikes.
3) Lakshman Achuthan, COO and co-founder at ECRI, discusses why he felt inflation cycle was beginning an upward trend pre-Iran war and why he anticipates it will continue.
4) Ivan Feinseth, CIO at Tigress Financial, breaks down Nvidia earnings, how SpaceX/OpenAI IPOs can drive S&P and tech, and why he has one of the highest S&P targets on Wall Street.

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 SweeneyThursday, May 21, 2026
Featuring:

1) Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, joins to break down the Nvidia blowout and why there's some investor skepticism, as well as how the report is playing out amid two major tech IPOs.
2) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses the ripple effects of recent bond market moves and whether MSIM is starting to price in rate hikes.
3) Lakshman Achuthan, COO and co-founder at ECRI, discusses why he felt inflation cycle was beginning an upward trend pre-Iran war and why he anticipates it will continue.
4) Ivan Feinseth, CIO at Tigress Financial, breaks down Nvidia earnings, how SpaceX/OpenAI IPOs can drive S&P and tech, and why he has one of the highest S&P targets on Wall Street.

See omnystudio.com/listener for privacy information.

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