Bloomberg Surveillance

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, April 28th, 2026
Featuring:

1) Robert Kaplan, Vice Chairman at Goldman Sachs and former Dallas Fed president, on the Fed, Kevin Warsh's nomination for Fed chair, and the US economy.
2) Eddie Fishman, non-resident fellow at the Firm Center on Global Energy Policy and author at Foreign Affairs, discusses his latest Foreign Affairs article on economic warfare.
3) Bob Sloan, Managing Partner and founder S3 Partners, brings us into the market open and talks S&P 1500 and shorts.
4) Meredith Whitney, CEO at Meredith Whitney Advisory Group, discusses hints on the economy from the US consumer.

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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 our conversations with Rebecca Patterson and Mishal Husain

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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, April 27th, 2026
Featuring:
1) Mishal Husain, Host of The Mishal Husein Show

2) Rebecca Patterson, Senior Fellow at Council on Foreign Relations and former Chief Investment Strategist at Bridgewater

3) Nancy Tengler, CEO and CIO at Laffer Tengler Investments

4) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets

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Featuring:

• Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies
• Dr. Sonal Desai, Executive VP & CIO: Fixed Income at Franklin Templeton
• Olivia Wassenaar, Head of Apollo Infrastructure Group at Apollo Management

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Featuring:

• Peter Tchir, Director & Head: Macro Strategy at Academy Securities
• Jonathan Lieber, Managing Director & Head: Research at Eurasia Group
• Veronica Clark, Economist at Citi

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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 our conversations with Frances Donald and Jordan Rochester.

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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, April 24th, 2026

Featuring:

1) Kay Herr, CIO: US GFICC at JPMorgan, talks about market fundamentals remaining strong, as well as the outlook for Fed policy amid the Iran war.

2) Elisabeth Reynolds, MIT Professor, discusses her new book on "priority technologies" for the United States and the global industrial and supply chain battle.

3) Winnie Cisar, Global Head of Strategy at CreditInsights, talks about fading the credit rally and being careful to mistake calm for clarity.

4) Frances Donald, Chief Economist at RBC, brings us into the market open and discusses US economic and labor risks.

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Intel gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure.

Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street prediction of 9 cents.

The upbeat outlook suggests that Chief Executive Officer Lip-Bu Tan is making progress on a challenging comeback plan. After lining up major investments in Intel last year — helping to strengthen the company’s balance sheet — Thursday’s results suggest he’s now delivering on a promise to improve its operations.

Intel shares rose 14% in extended trading. The stock had gained 81% this year before the results were released, closing at $66.78.

For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:

• Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani
• Bloomberg Tech co-host Ed Ludlow

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Featuring: 

• Keith Lerner, CIO & Chief Market Strategist at Truist Advisory Services 
• Victoria Coates, Fmr. Trump Deputy National Security Advisor & VP of National Security and Foreign Policy at the Heritage Foundation 
• Paul Sankey, Lead Analyst at Sankey Research

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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 our conversations with Anna Wong & Marc Champion.

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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, April 23rd, 2026

Featuring:

1) Anastasia Amoroso, Chief Investment Strategist: Private Wealth at Partners Group, joins for an extended discussion on the market zoning in on AI.

2) Paul Sankey, founder at Sankey Research, joins to talk energy and oil prices amid US-Iran deadlocked talks.

3) Michael Purves, CEO and founder at Tallbacken Capital Advisors, joins to discuss his weekly volatility note, the "convexity conundrum," and how AI is affecting jobs.

4) Nisha Patel, SMA Fixed Income portfolio Manager at Parametric, on high quality duration and tax efficiency.

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Featuring: 

• James Bullard, Former St. Louis Fed President & Dean of the Mitch Daniels School of Business at Purdue University 
• Mark Esper, Former US Secretary of Defense 
• Stephanie Roth, Chief Economist at Wolfe 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
Wednesday, April 22nd, 2026

Featuring:
1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, talks about economic resiliency and investing amid a ping pong of headlines.

2) Aaron Kennon, Co-Founder & CEO at Clear Harbor Asset Management, joisn to talk about equities and the US economic impact of the Iran war.

3) Audrey Childe-Freeman, Chief FX Strategist for Bloomberg Intelligence & Win Thin, Chief Economist at Bank of Nassau, join for an extended discussion on the US economy and currency outlook.

4) Ed Mills, Policy Analyst at Raymond James, joins to discuss the latest on the war in Iran and Kevin Warsh's nomination for Fed Chair.

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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 our conversations with PwC’s Alexis Crow & Ed Ludlow of Bloomberg News. 

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Featuring:

• Tom Forte, Managing Director & Senior Consumer Internet Analyst at Maxim Group
• Steve Yates, Advisor for The Heritage Foundation
• Savita Subramanian, Managing Director & Head: US Equity & Quantitative Strategy at BofA Securities

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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, April 21st, 2026

Featuring:
1) Alexis Crow, Partner & Chief Economist at PwC US, discusses how markets may be underestimating the severity of the Iran conflict.
2) Becca Wasser, Bloomberg Economics Defense Lead, on the looming expiration of the US-Iran ceasefire.
3) Troy Gayeski, Chief Market Strategist at Future Standard, talks investment opportunities in volatile markets.
4) Steve Laipply, Global Co-Head of iShares Fixed Income ETFs at BlackRock, examines demand for fixed income assets.

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Featuring:

• Dr. Ellen Wald, Senior Fellow at the Atlantic Council
• Sadek Wahba, Chairman & Managing Partner at I Squared Capital Advisors
• Claudia Sahm, Chief Economist at New Century Advisors

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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 Paul Sweeney & Alexis ChristoforousMonday, April 20th, 2026
Featuring:
1) Isabelle Mateos y Lago, Group Chief Economist at BNP Paribas, discusses how global policymakers are positioning against geopolitical risk.
2) Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, talks earnings resilience and Fed policy expectations.
3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, examines the state of play in the Strait of Hormuz.
4) Matt Wrzesniewsky, Head of Fixed Income Client Portfolio Management at Vanguard, on credit spreads and carry strategies.

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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 our conversations with Wells Fargo’s Darrell Cronk & Amy Wu Silverman of RBC Capital Markets. 

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Featuring:

• Republican Congressman from Arkansas, French Hill
• Rick Rieder, CIO: Global Fixed Income at BlackRock Financial Management
• Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations

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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, April 17th, 2026
Featuring:
1) Darrell Cronk, President of Wells Fargo Investment Institute, on earnings expectations and portfolio positioning.
2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, discusses falling volatility and hedging opportunities.
3) Mark Luschini, Chief Investment Strategist at Janney Montgomery Scott, assesses the catalysts keeping markets near record highs.
4) Yael Selfin, Vice Chair & Chief Economist at KPMG UK, examines the impact of rising energy costs on the Eurozone inflation outlook.

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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 our conversations with Brown University’s Wendy Schiller & Bob Doll of Crossmark Global Investments. 

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Featuring:

• Max Kettner, Chief Multi-Asset Strategist at HSBC Bank
• Ret. Lt. General Karen Gibson, Advisor for Academy Securities: Geopolitical Intelligence Group
• Bob McNally, President & Founder of Rapidan Energy Advisors

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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, February 15th, 2026
Featuring:
1) Bob Doll, CEO & CIO at Crossmark Global Investments, discusses mixed signals in the US economy.
2) Dan Tannebaum, Partner at Oliver Wyman & Senior Fellow at Atlantic Council, examines the likelihood of a US-Iran peace deal.
3) Lauren Hochfelder, Head of Global Real Assets at Morgan Stanley Investment Management, talks real estate resilience amid geopolitical risks.
4) Wendy Schiller, Professor of Political Science at Brown University, on the state of Iran negotiations and President Trump's threats to fire Fed Chair Jerome Powell.

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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 our conversations with Macro Risk Advisors' Dean Curnutt & Patrick Murphy of Hilco Global.

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Featuring:

• Susan Bell, Senior VP: Downstream Solution at Rystad Energy AS
• Edward Mills, Managing Director: Washington Policy Analyst at Raymond James
• Georg Wunderlin, CEO of Schroders Capital

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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, April 15th, 2026
Featuring:
1) Dean Curnutt, Founder & CEO at Macro Risk Advisors, examines the gap between implied and realized volatility.2) Patrick Murphy, Executive Director: Geopolitical Advisory at Hilco Global & former Under Secretary of the Army, discusses the economic consequences of the Strait of Hormuz blockade.3) Stephanie Roth, Chief Economist at Wolfe Research, on how a prolonged Iran stalemate will impact monetary policy and the Fed's path ahead.
4) David Sowerby, Managing Director & Portfolio Manager at Ancora, talks earnings growth expectations for 2026.

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Featuring:

• Rachel Ziemba, Adjunct Senior Fellow at the Center for a New American Security
• Roland Lescure, Minister: Economy & Finance for the Republic of France
• Amy Gower, Strategist: Metals & Mining Commodity at Morgan Stanley

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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, April 14th, 2026
Featuring:
1) Alicia Levine, Head of Investment Strategy at BNY Wealth, examines market resilience amid geopolitical uncertainty.2) Shannon O'Neil, Senior Vice President at the Council on Foreign Relations, discusses the state of US-Iran peace negotiations.3) Adam Farstrup, Head of Multi-Asset: Americas at Schroders, on the supply-driven inflationary shock of the Iran war.
4) Herman Chan, Bloomberg Intelligence Financials Analyst, reacts to the morning's bank earnings.

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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 our conversations with BlackRock’s Jean Boivin & Peter Tchir of Academy Securities. 

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Featuring:

• Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies
• Christopher Marinac, Director of Research at Brean Capital
• Jason Draho, Managing Director & Head: Asset Allocation Americas for UBS Financial 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
Monday, April 13th, 2026

Featuring:
1) Peter Tchir, Head of Macro Strategy at Academy Securities, discusses the impact of a US naval blockade of the Strait of Hormuz.
2) Dr. Jean Boivin, Global Head of Research at BlackRock Investment Institute, examines how geopolitical risk is shaping the earnings outlook.
3) Christopher Smart, Founder & Managing Partner at Arbroath Group, on the latest developments out of Iran and Hungary.
4) Neil Sipes, Bloomberg Intelligence Financials Analyst, reacts to Goldman Sachs earnings.

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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 our conversations with Bloomberg’s Dan Williams & Tiffany Wilding of PIMCO. 

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

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Featuring:

• Tiffany McGhee, CEO & CIO of Pivotal Advisors
• Maha Yahya, Director of the Malcolm H. Kerr Carnegie Middle East Center
• Matthew Luzzetti, Chief US Economist for Deutsche Bank Securities

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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, April 10th, 2026
Featuring:
1) Tiffany Wilding, Managing Director & Economist at PIMCO, examines mixed signals in US economic data.
2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how risk on sentiment is driving equities higher.
3) Andrew Gilbert, Partner at Energy Capital Partners, on how elevated electricity costs will impact AI hyperscalers.
4) Walter Todd, President & CIO at Greenwood Capital, looks at the catalysts driving market resilience.

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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 our conversation with Baird’s Ted Mortonson.

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

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Featuring:

• Stefano Scarpetta, Chief Economist at the OECD
• Bob Michele, Managing Director & CIO at JP Morgan Investment Management
• Victoria Gardner Coates, Former Trump Deputy National Security Advisor

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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, April 9th, 2026
Featuring:
1) Sébastien Page, CIO & Head of Global Multi-Asset at T. Rowe Price, on the balance between inflation hedging and equity exposure.
2) Jennifer Welch, Chief Geoeconomics Analyst for Bloomberg Economics, examines the fragility of the US-Iran ceasefire and its impact on the Strait of Hormuz.
3) André Perold, Partner & CIO at HighVista Strategies, discusses investing in a world of exponential change.
4) Courtney Rosenberger Gelman, Managing Director: Policy Research at Strategas Securities, on the shift in US strategy toward NATO and the Iran conflict.5) Andrew Jackson, Head of Investments & Fixed Income Boutique at Vontobel Asset Management, talks EM resilience and growing dispersion in credit markets.

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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 our conversation with Golnar Motevalli of Bloomberg News. 

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

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Featuring:

• Dr. Seth Jones, President: Defense & Security at the Center for Strategic & International Studies
• Dr. Amrita Sen, Director: Market Intelligence & Founder of Energy Aspects
• Julian Emanuel, Senior Managing Director & Chief Equity, Quantitative Strategist at Evercore ISI

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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, April 8th, 2026

Featuring:
1) John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management, assesses US economic resilience amid conflict in the Middle East.
2) Golnar Motevalli, Bloomberg News Middle East Reporter, discusses the path ahead after the US & Iran reach a two-week ceasefire.
3) Max Kettner, Chief Multi-Asset Strategist at HSBC, talks investing strategy amid heightened market volatility.
4) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, examines the balance between inflation and labor market risks.

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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 our conversations with the Council on Foreign Relations’ Rebecca Lissner & Ellen Wald of the Atlantic Council. 

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

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Featuring:

• Marvin Loh, Senior Strategist: Global Macro at State Street Corporation
• Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association
• Dr. Jorge Leon, Senior VP & Head: Geopolitical Analysis at Rystad Energy

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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, April 7th, 2026
Featuring:
1) Joe Quinlan, Chief Market Strategist at Bank of America, talks portfolio positioning and the lessons learned from the first month of the Iran war.
2) Ellen Wald, President of Transversal Consulting and Senior Fellow at the Atlantic Council, on the long-term impact of energy price shocks.
3) David Seif, Chief Economist for Developed Markets at Nomura, examines the global economic implications of prolonged conflict in the Middle East.
4) Rebecca Lissner, Senior Fellow for US Policy at the Council on Foreign Relations & former Deputy National Security Adviser to Vice President Kamala Harris, discusses the Trump administration's approach to foreign policy.

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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 our conversations with Lazard Asset Management's Eric Van Nostrand & Scott DiMaggio of AllianceBernstein.
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Featuring:

• Cameron Dawson, CIO of Newedge Wealth
• Dan Pickering, CIO of Pickering Energy Partners
• Col. Wayne Sanders, Bloomberg Intelligence Senior Defense Research Analyst

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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, April 6th, 2026
Featuring:
1) Eric Van Nostrand, Chief Investment Officer at Lazard Asset Management, examines the muted market reaction to geopolitical risk.
2) Scott DiMaggio, SVP & Head of Fixed Income at AllianceBernstein, on taking a defensive income-oriented approach to portfolios.
3) Dan Ives, Global Head of Tech Research at Wedbush Securities, on tech sector resilience amid conflict in the Middle East.
4) Joe Mazzola, Head Trading and Derivatives Strategist at Charles Schwab, talks recent economic data and investor sentiment.

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Featuring:

• Stephen Schork, Principal, Editor & Co-Founder of the Schork Group
• Ed Mills, Managing Director & Washington Policy Analyst at Raymond James & Associates
• Sarah Hunt, Chief Market Strategist & Partner at Alpine Saxon Woods

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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, April 2nd, 2026

Featuring:
1) David Stubbs, Chief Investment Strategist at AlphaCore Wealth Advisory, on the inflationary impact of the energy price shock.
2) Terry Haines, Founder at Pangaea Policy, reacts to President Trump's primetime address.
3) Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab, discusses the impact of US tariffs one year later.
4) Atsi Sheth, Chief Credit Officer at Moody's Ratings, discusses the global credit risks of the Iran war.
5) Ed Ludlow, Host of Bloomberg Tech, on the launch of NASA's Artemis mission.

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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 our conversations with Liz Ann Sonders and Kevin Gordon of Charles Schwab & Morgan Stanley’s Ellen Zentner. 

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

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