Bloomberg Surveillance

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

In this episode, we feature conversations with Paul Sankey & James Egelhof.

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

See omnystudio.com/listener for privacy information.

Featuring:

• Mark Lehmann, Vice Chair of Citizens Commercial Bank
• Katherine Thompson, Senior Fellow: Defense & Foreign Policy at the Cato Institute
• Innes McFee, CEO of Oxford Economics Limited

See omnystudio.com/listener for privacy information.

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) Steve Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, brings us into the market open and discusses capping rates and bond market activity as Kevin Warsh begins his term as Fed Chair.
2) Paul Sankey, founder at Sankey Research, joins for a discussion on the outlook for oil and energy prices.
3) Andreas Utermann, Chairman of Board of Directors at Vontobel, discusses investment opportunities amid the current geopolitical backdrop.
4) Jay Goldberg, Senior Analyst: Semis & Electronics at Seaport Research Partners, previews Nvidia earnings and why he has a "sell" on the stock.

See omnystudio.com/listener for privacy information.

Featuring:

• Cameron Dawson, CIO of Newedge Wealth
• Jeffrey Currie, Chief Strategy Officer: Energy Pathways at Carlyle Group
• Stephen Auth, Executive VP & CIO: Equity at Federated Hermes

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Joe Lavorgna & Becca Wasser.

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

See omnystudio.com/listener for privacy information.

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, May 18, 2026
Featuring:
1) Monica DiCenso, Head: Global Investment Strategy at JPMorgan Private Bank, on the underappreciated upside of AI as market worries grow.
2) David Doyle, Head of Economics and Leads Americas Coverage at Macquarie, talks about rising inflation in the US and how it's being priced in to both equity and bond markets.
3) Joe LaVorgna, Chief Economist at SMBC Nikko Securities, talks about the president's economic agenda, tariffs, and how rising inflation could upend that, or if we're seeing disinflationary trends.
4) Michelle Meyer, Chief Economist and Head of Economics Institute at Mastercard, talks about the firms recent Global Travel report amid the backdrop of an increasingly uncertain economic picture.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Francisco Blanch and Janno Lieber

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

See omnystudio.com/listener for privacy information.

Featuring:

• Terry Haines, Founder of Pangaea Policy
• Ryanair CEO Michael O'Leary
• Veronica Clark, Economist at Citigroup

See omnystudio.com/listener for privacy information.

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 May 18, 2026
Featuring:
1) Francisco Blanch, Bank of America Head of Global Commodities on Iranian Oil

2) Janno Lieber, MTA Chair/CEO on the LIRR Strike

3) Henrietta Treyz, co-founder at Veda Partners, on the day in politics

4) Amanda Agati, CIO: Asset Management at PNC Bank talks markets

See omnystudio.com/listener for privacy information.

Featuring:

• Mary Lovely, Senior Fellow at the Peterson Institute for International Economics
• Alistair Pinder, Head: EM & Global Equity Strategy at HSBC Securities
• Lorraine Hutchinson, Senior Retail Analyst at Bank of America Securities

See omnystudio.com/listener for privacy information.

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 15, 2026
Featuring:
1) Sebastien Page, Head of Global Multi-Asset and Chair of the Asset Allocation Steering Committee at T. Rowe Price, talks the two most important themes he's watching in markets
2) Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, talks about rising yields and why his approach to the second half of May will be constructive on duration
3) Bob Hormats, Vice Chairman at Kissinger Associates, talks about his Foreign Affairs article on the promise and peril of US-China summit and what the results will bear for the US.
4) Henrietta Treyz, co-founder at Veda Partners, joins in studio for a discussion on Congressional priorities and a look ahead to the midterms.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Bob Hormats & Ian Lyngen.

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

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Seema Shah & Paul Quinsee.

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

See omnystudio.com/listener for privacy information.

Featuring:

• Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld
• Dr. Nela Richardson, Chief Economist & ESG Officer at ADP
• Federal Reserve Governor Stephen Miran

See omnystudio.com/listener for privacy information.

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 14, 2026
Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, talks about markets and a new era for the Fed.
2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, talks about his global equity views and diversifying in the US and abroad.
3) Elizabeth Economy, Hargrove Senior Fellow at the Hoover Institution at Stanford University, on the Trump-Xi meeting.
4) Mark Howard, Senior Multi-Asset Strategist at BNP Paribas, joins for a discussion on credit markets amid hot inflation readings and geopolitical uncertainty from Trump's Xi meeting.

See omnystudio.com/listener for privacy information.

Featuring:

• Kit Juckes, Chief FX Strategist & Head: Foreign Exchange Strategy at Societe Generale
• Dr. Seth Carpenter, Managing Director & Global Head: Macro Research at Morgan Stanley
• Theirry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie Futures

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Simon White & Ben McMillan.

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

See omnystudio.com/listener for privacy information.

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 13, 2026
Featuring:

1) Randy Schwimmer, Vice Chair at Churchill Asset Management, talks about the private credit "stress test" and whether there are contagion concerns.
2) Ben McMillan, CIO at IDX Advisors, brings us into the market open and discusses whether the market's really concerned about echoes of a dot-com bubble.
3) Neil Sutherland, Head of US Fixed Income at Schroders, talks about the fixed income "reset" and where he's finding value in credit.
4) Brian Wieser, founder at Madison & Wall, joins for a discussion on the ever-changing advertising business as the ad upfront kicks off.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Ed Yardeni & Constance Hunter.

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

See omnystudio.com/listener for privacy information.

Featuring:

• Katherine Thompson, Senior Fellow: Defense & Foreign Policy at the Cato Institute
• Elizabeth Economy, Hargrove Senior Fellow at the Hoover Institution
• Michael Gapen, Managing Director & Chief US Economist at Morgan Stanley

See omnystudio.com/listener for privacy information.

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 12, 2026
Featuring:
1) Constance Hunter, Chief Economist at EIU, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, and Eric Winograd, Chief US Economist at AllianceBernstein, react to CPI and discuss their US economic and equity outlook.
2) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion on the equity rally and why he just raised his 2026 S&P call to 8250, the highest on Wall Street.
3) Marc Pinto, Global Head of Private Credit at Moody's, joins to talk about private credit pressures and why now is its first real stress test.
4) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, talks about how the dollar is pricing in the Iran war and the market impact of Keir Starmer and the UK government.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with BlackRock’s Wei Li & Leslie Vinjamuri of the Chicago Council of Global Affairs. 

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

See omnystudio.com/listener for privacy information.

Featuring:

• Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management
• Rachel Ziemba, Adjunct Senior Fellow at the Center for A New American Security
• Roukaya Ibrahim, Chief Strategist: Commodity & Energy Strategy for BCA Research

See omnystudio.com/listener for privacy information.

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, May 11th, 2026
Featuring:
1) Wei Li, Global Chief Investment Strategist at BlackRock, talks equity resilience and opportunities in emerging markets.

2) Leslie Vinjamuri, President & CEO at Chicago Council of Global Affairs, weighs in on stalled peace talks between Washington and Tehran.

3) Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses what tech earnings reveal about the state of the AI buildout.

4) Mabrouk Chetouane, Head of Global Market Strategy at Natixis Investment Managers, on what markets participants will be watching for during President Trump's state visit to China.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature our conversation with Kevin Gordon & John Stoltzfus.

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

See omnystudio.com/listener for privacy information.

Featuring:

• Steven Cook, Senior Fellow: Middle East & Africa Studies at Council on Foreign Relations
• Frances Donald, Senior VP & Chief Economist at RBC
• Sarah Kunst, Managing Director & General Partner at Cleo Capital

See omnystudio.com/listener for privacy information.

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 8, 2026
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, John Stoltzfus, Chief Investment Strategists at Oppenheimer, and Kristina Campman, Senior Portfolio Manager at Invesco, react to the April jobs report.
2) Kevin Gordon, Senior Investment Strategist with Charles Schwab, brings us into the market open and talks about the now "K-Shaped Market."
3) Atsi Sheth, Chief Credit Officer at Moody's, talks steady US GDP growth and potential for a bounce back in sentiment.

See omnystudio.com/listener for privacy information.

Featuring:

• Darius Dale, Founder and CEO at 42 Macro
• Max Layton, Global Head: Commodities Research at Citigroup Global Markets
• Terry Haines, Founder of Pangaea Policy

See omnystudio.com/listener for privacy information.

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

In this episode, we feature our conversation with Cam Dawson & Liz Ann Sonders.

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

See omnystudio.com/listener for privacy information.

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 7, 2026
Featuring:
1) Cam Dawson, CIO at NewEdge Wealth, joins to discuss what's to like, and not to like, in the equity market.
2) Ellen Wald, Senior Fellow at the Atlantic Council, offers her outlook for oil and energy prices amid the ongoing Iran war.
3) Richard Portes, Economics Professor at London Business School, joins to talk about private credit, global imbalances, and US debt from abroad.
4) Michael Conrath, Chief Retirement Strategist at JPMorgan Asset Management, talks about the firm's findings on retirement and silent risks in retirement spending.

See omnystudio.com/listener for privacy information.

Featuring:

• Gen. Karen Gibson, Academy Securities
• Paul Donovan, Chief Economist, UBS Global Wealth Management
• Chris Harvey, CIBC, Head of Equity and Portfolio Strategy
  
  

See omnystudio.com/listener for privacy information.

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 6, 2026
Featuring:
1) Paul Eitelman, Global Chief Investment Strategist at Russell Investments, talks about why the markets still have a solid foundation to absorb the impact of the Iran war, and where markets could go if the war were to soon end.
2) Jonathan Maxwell, founder at Sustainable Development Capital, joins to discuss the impact of the Iran war one-page memorandum on oil and energy prices and what an end to the war could do for energy prices.
3) Laura Rippy, Managing Partner at Alumni Ventures, on the mega IPO pipeline this year, including SpaceX and the major AI LLM's, as well as investing in the Space economy.
4) Manish Jain, CEO of Mezzi, discusses the development of his AI wealth management platform and why its findings show AI - not the war or Fed - remains the primary driver of markets.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature our conversation with Joumanna Bercetche and Heath Terry.

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

See omnystudio.com/listener for privacy information.

Featuring: 

• Jonathan Lieber, Managing Director: US at Eurasia Group 
• Torsten Slok, Chief Economist at Apollo Global Management 
• Robert Lewin, Chief Financial Officer at KKR & Co.
  
  

See omnystudio.com/listener for privacy information.

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 6, 2026
Featuring:
1) Julian Emanuel, Senior Managing Director of Equity, Derivatives and Quantitative Strategy at Evercore, discusses extraordinary earnings strength propelling the market and his S&P target for 2026.
2) David Bailin, founder and CEO at the CIO Group, talks the US market advantage amid the Iran war and offers his outlook for markets and AI.
3) Heath Terry, Head of Tech Research at Citi, discusses the Anthropic advantage and how AI is powering the market through the Iran war.
4) Leslie Palti-Guzman, founder at Energy Vista, talks about global oil and LNG production and US energy prices and output amid the Iran War.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature our conversation with Citi’s Stuart Kaiser, plus part of a 2024 chat with late New York Yankees Radio broadcaster John Sterling. 

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

See omnystudio.com/listener for privacy information.

Featuring:

• Ross Mayfield, Investment Strategy Analyst at Baird Private Wealth Management
• Norman Roule, Senior Adviser: Warfare & Terrorism Program at Center for Strategic & International Studies
• Former New York Fed President Bill Dudley

See omnystudio.com/listener for privacy information.

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, May 4th, 2026

Featuring:
1) Geoffrey Yu, Senior EMEA Market Strategist at BNY, talks persistent inflation and growing volatility in global markets.

2) Matthew Luzzetti, Chief US Economist at Deutsche Bank, examines the Federal Reserve's policy path ahead.

3) Henrietta Treyz, Co-Founder at Veda Partners, discusses Washington's latest plan for the Strait of Hormuz and reaction from European allies.

4) Stephen Trent, Founder at SDT Capital Advisors, on the shutdown of Spirit Airlines and the aviation industry at large.

See omnystudio.com/listener for privacy information.

Featuring:

• Ed Mills, Managing Director & Washington Policy Analyst at Raymond James
• Abigail Yoder, US Equity Strategist at JP Morgan Securities
• Nasa Administrator Jared Isaacman

See omnystudio.com/listener for privacy information.

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 1, 2026
Featuring:
1) Amanda Lynam, Chief Credit Strategist at Goldman Sachs, discusses AI-related debt issuance and the long term view of the bond market.
2) Ken Kim, Senior Economist at KPMG, brings us into the market open and talks rising oil prices, earnings, and US economic and consumer health.
3) Barbara Humpton, CEO at USA Rare Earth, discusses rare Earth production and mining as well as the Trump admin taking a stake in the company and what it means for their operations
4) Odeta Kushi, Deputy Chief Economist at First American, discusses affordability and housing across income levels in the US amid continued inflation and oil shocks.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature our conversations with George Bory & Ed Hirs.

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

See omnystudio.com/listener for privacy information.

Featuring:

• Sharmin Mossavar-Rahmani, CIO: Wealth Management & Head: Investment Strategy at Goldman Sachs
• National Economic Council Director, Kevin Hassett
• Victoria Coates, Vice President of the Heritage Foundation

See omnystudio.com/listener for privacy information.

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, April 30th, 2026
Featuring:
1) Angelo Zino, at CFRA Research, joins to discuss Big Tech earnings, the AI spending blowout, and previews Apple
2) Jonathan Golub, Chief Equity Strategist at Seaport Advisors, joins to discuss his S&P call amid more big tech beats and whether AI spending or other factors will ultimately determine the market direction
3) Ed Hirs, Energy Fellow and lecturer at University of Houston, joins to discuss broken energy markets and what Brent Crude's melt up means for both oil and electricity markets in the US
4) Sophia Drossos, Economist and Strategist at Point72, talks about her US economic outlook and the importance of Fed dissent

See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene and Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

Federal Reserve Chair Jerome Powell said he’ll remain at the central bank as a governor after his term as chair ends. “After my term as chair ends on May 15, I will continue to serve as a governor for a period of time to be determined,” Powell said Wednesday at a press conference.

While Powell’s term as Fed chair ends on May 15, his seat on the Board of Governors doesn’t expire until 2028. “I plan to keep a low profile as a governor,” he said. “There is only ever one chair of the Federal Reserve Board. When Kevin Warsh is confirmed and sworn in, he will be that chair.”

See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

Federal Reserve officials left interest rates unchanged, but revealed a deepening division over the outlook for policy amid increased uncertainty caused by the conflict in the Middle East.Four officials voted against the decision, including three who objected to language in their post-meeting statement that suggested the central bank would eventually resume cutting rates.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature our conversations with Seema Shah & Michael Ball.

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

See omnystudio.com/listener for privacy information.

Featuring:

• George Goncalves, Managing Director & Head: US Macro Strategy at MUFG Securities Americas
• Libby Cantrill, Managing Director & Head: Public Policy at PIMCO
• Former Kansas City Fed President Esther George

See omnystudio.com/listener for privacy information.

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, April 29th, 2026
Featuring:
1) Glenn Hubbard, Supply side economist from Columbia Business School, talks about the Trump admin's economic policy push ahead of the midterms and how to navigate price pressures from the war.
2) Libby Cantrill, Head of Public Policy at PIMCO, talks about the Trump admin's latest signals about the Iran war and policy strategies ahead of the midterms.
3) Aakash Doshi, Head of Gold Strategy at State Street Investment Management, talks gold's trajectory since the Iran war began.
4) Suzanne Maloney, Vice President and Director of the Foreign Policy program at the Brookings Institution and Foreign Affairs author, discusses her Foreign Affairs article on the Iran War's unintended consequences and the stalemate in negotiations.

See omnystudio.com/listener for privacy information.

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

In this episode, we feature our conversations with Robert Kaplan & Eddie Fishman.

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

See omnystudio.com/listener for privacy information.

Featuring:

• US Secretary of Energy Christopher Wright
• Paul Jacobson, Executive VP & CFO of General Motors
• Retired Lieutenant General Karen Gibson of Academy Securities

See omnystudio.com/listener for privacy information.