Bloomberg Surveillance podcast

Bloomberg Surveillance

·

  Bloomberg  

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: [http://bit.ly/3P7nstQ] (http://bit.ly/3P7nstQ) . Watch Surveillance Radio LIVE weekday mornings: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) . 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: [http://bit.ly/3P7nstQ] (http://bit.ly/3P7nstQ) . Watch Surveillance Radio LIVE weekday mornings: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) . 

 

#3407

Single Best Idea with Tom Keene: Ian Bremmer & Dana Telsey

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ian Bremmer & Dana Telsey. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

18 hrs Ago

03 MINS

03:05

18 hrs Ago


#3406

Trump's Impact on Geopolitics and Markets

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul Sweeney November 27th, 2024Featuring: ---Seema Shah, Chief Global Strategist at Principal Asset Management, discusses optimism in 2025 for markets and the threat of tariffs ---Ian Bremmer, founder of Eurasia Group, joins to discuss a slew of geopolitical topics, including the war in Ukraine and temporary ceasefire between Israel and Hezbollah, and the implications of a Trump presidency on geopolitics ---Whitney Tilson, founder at Kase Capital Management, on his NYC mayoral bid, the Democratic party, and US politics at large ---Dana Telsey, founder and Chief Research Officer at Telsey Advisory Group, discusses her 2024 Holiday spending outlook See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

19 hrs Ago

42 MINS

42:36

19 hrs Ago


#3405

Bloomberg Surveillance TV: November 27, 2024

- John Stoltzfus, Oppenheimer Chief Investment Strategist - William Dudley, BBO/Bloomberg Economics & Former NY Fed President- Sucharita Kodali, Forrester VP - Principal Analyst John Stoltzfus of Oppenheimer says, "People are beginning to realize this bull market has legs. There is a broadening that is undeniable." Former New York Fed President William Dudley says, "If the markets start to judge that something is highly likely, then the Fed has to take it on board as their own thinking." Sucharita Kodali of Forrester outlines a shift in the retail landscape altogether as retailers prepare for holiday shopping. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

19 hrs Ago

23 MINS

23:01

19 hrs Ago


#3404

SPECIAL COVERAGE: Israel and Hezbollah Reach Ceasefire

Israel reached a deal for a 60-day cease-fire with the Lebanese militant group Hezbollah after weeks of talks mediated by the US, a first step toward ending a conflict that’s killed thousands of people. For reaction and analysis, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg National Security Team Leader Nick Wadhams and Bloomberg News Economy and Government reporter Galit Altstein. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

Yesterday

13 MINS

13:24

Yesterday


#3403

Single Best Idea with Tom Keene: Sam Stovall & Doug Irwin

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sam Stovall & Doug Irwin. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

Yesterday

05 MINS

05:05

Yesterday


#3402

Bloomberg Surveillance TV: November 26, 2024

- Nela Richardson,  ADP Chief Economist & ESG Officer- Stuart Kaiser, Citi Head of Equity Trading Strategy- Dan Ives, Wedbush Securities Global Head of Technology Research, Managing Director, Senior Equity Analyst  Nela Richardson of ADP says "we're on a knife's edge" when it comes to wage growth versus inflation. Stuart Kaiser of Citi says economic "growth is solid, but not exemplary" and warns investors they have to "trade it that way." Dan Ives of Wedbush believes more Tesla jobs could move from California to Texas if a proposal by Governor Gavin Newsom that would exclude Elon Musk's company from EV rebates becomes reality.  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

Yesterday

26 MINS

26:17

Yesterday


#3401

Markets React to the Latest Tariff Threat

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 26th, 2024Featuring: ---Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, on what options are signaling ahead of a next Trump administration and how they're pricing in tariffs ---Nathan Sheets, Managing Director of Research at Citi, talks about America's K-shaped economy and whether global tariffs will further that trend ---Kit Juckes, Chief FX Strategist at Societe Generale, discusses the impact of Scott Bessent and President-elect Trump's tariff threats on FX ---Lisa Mateo on newspapers See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

Yesterday

29 MINS

29:10

Yesterday


#3400

Single Best Idea with Tom Keene: Wendy Schiller & Frances Donald

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wendy Schiller & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

25 Nov 2024

05 MINS

05:27

25 Nov 2024


#3399

Bloomberg Surveillance TV: November 25, 2024

- David Bianco, DWS Chief Investment Officer: Americas- Adrienne Yih, Barclays Senior Analyst: E-Commerce & Brand Retailing- Noel Dixon, State Street Global Markets Senior Macro Strategist David Bianco of DWS believes markets will likely be volatile over the coming year, but "probably still upwards." Adrienne Yih of Barclays says the retail winners right now are giving back real value to consumers. Noel Dixon of State Street thinks the dollar will continue to grind higher going into next year. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

25 Nov 2024

17 MINS

17:54

25 Nov 2024


#3398

Tariffs, Rates, and the US Economy

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 25th, 2024 Featuring: ---Ian Lyngen, Head of US Rates at BMO Capital Markets, talks about the outlook for US rates and Treasury yields as President-elect Trump builds out his cabinet ---Frances Donald, Chief Economist at RBC, on the K-shaped economy and why the US can't have its cake and eat it too ---Bill Lee, Chief Economist at the Milken Institute, discusses the impact of US tariffs on China ---Lisa Mateo on newspapers See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

25 Nov 2024

28 MINS

28:21

25 Nov 2024


#3397

SPECIAL REPORT: Trump Nominates Scott Bessent To Lead US Treasury

President-elect Donald Trump said he is nominating Scott Bessent, who runs macro hedge fund Key Square Group, as the next US Treasury Secretary, enlisting a key adviser to manage the sweeping economic agenda he has vowed to enact in a second term. Bloomberg Balance of Power hosts Joe Mathieu and Kailey Leinz offer instant reaction. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

23 Nov 2024

06 MINS

06:30

23 Nov 2024


#3396

How Animal Spirits Can Carry US Equities

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Paul Sweeney & Jess MentonNovember 22nd, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/4eIFhe5) . ( [https://bit.ly/4eIFhe5] (https://bit.ly/4eIFhe5) )Featuring: ---Lauren Goodwin, Chief Market Strategist at New York Life, discusses her market outlook and the "Two Americas" in the US economy ---Vania Stavrakeva, professor at London Business School, on Europe's PMI miss today, outlook for more ECB rate cuts, and the outlook for equity capital markets ---Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, on Bitcoin's run to $100,000 and the outlook for natural gas and energy ---Lisa Mateo on newspapers See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

22 Nov 2024

30 MINS

30:02

22 Nov 2024


#3395

Bloomberg Surveillance TV: November 22, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/48b5Rdn) .- Mario Centeno, ECB Governing Council Member- Mohamed El-Erian, Queens' College Cambridge- Dana Telsey, Telsey Advisory GroupECB Governing Council Member Mario Centeno believes Europe needs to move from the passenger seat to a more leading role in the world. Mohamed El-Erian of Queens' College Cambridge says, "What you want is for China and for Europe to get their act together and to transition to healthier and higher growth." Dana Telsey of Telsey Advisory Group says TJX is her top pick on value heading into the shortened holiday shopping season. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

22 Nov 2024

30 MINS

30:59

22 Nov 2024


#3394

Single Best Idea with Tom Keene: Dan Ives & Gene Munster

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/48b5Rdn) .Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Dan Ives & Gene Munster. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

21 Nov 2024

04 MINS

04:20

21 Nov 2024


#3393

Bloomberg Surveillance TV: November 21, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/48b5Rdn) .- Cameron Dawson, NewEdge Wealth Chief Investment Officer- Eric Schmidt, Former Google CEO & Chairman- Gary Cohn, IBM Vice Chairman, Former Goldman Sachs President & COO, Former NEC DirectorCameron Dawson of NewEdge Wealth says Bitcoin is "a psychological commodity that captures fears about dollar debasement." Former Google CEO Eric Schmidt discusses how the power of AI "upends society in so many ways." Former NEC Director Gary Cohn says, "I think Trump is going to care as much about the stock market these next four years as he did the first four years." See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

21 Nov 2024

34 MINS

34:55

21 Nov 2024


#3392

Nvidia and Geopolitics Impact on Markets

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 21st, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/4eIFhe5) . ( [https://bit.ly/4eIFhe5] (https://bit.ly/4eIFhe5) )Featuring: ---Jason Draho, Head: Americas Tactical Asset Allocation at UBS Financial Services, talks benign US growth and policy risks to markets in the coming Trump admin ---Wendy Schiller, professor at Brown University, discusses the latest DC headlines, the Trump transition, and the war in Ukraine ---Gene Munster, Managing Partner at Deepwater Asset Management, on Nvidia earnings and the outlook for AI ---Lisa Mateo on newspapers See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

21 Nov 2024

33 MINS

33:16

21 Nov 2024


#3391

Special Edition: Nvidia Forecast Misses Loftiest AI Estimates

Nvidia, the chipmaker at the heart of an artificial intelligence boom, delivered a revenue forecast that failed to meet the highest expectations, suggesting that the company’s dizzying growth run has its limits. For reaction and analysis, Businessweek hosts Carol Massar and Tim Stenovec speak with Bloomberg Technology cohost Caroline Hyde, Bloomberg Intelligence senior semiconductor analyst Kunjan Sobhani, Bloomberg News equities reporter Ryan Vlastelica and Bloomberg News earnings reporter Redd Brown  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

20 Nov 2024

19 MINS

19:36

20 Nov 2024


#3390

Single Best Idea with Tom Keene: Steve Auth & Jim Bianco

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/48b5Rdn) .Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Steve Auth & Jim Bianco. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

20 Nov 2024

04 MINS

04:23

20 Nov 2024


#3389

Bloomberg Surveillance TV: November 20, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/48b5Rdn) .- Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist- David Malpass, Former President of The World Bank, Former Under Secretary of the US Treasury for International Affairs- Chuck Grom, Gordon Haskett Research Advisors Managing Director/Sr Analyst: Retail Julian Emanuel of Evercore says stocks are expensive, and "any news that sort of disrupts the narrative can cause volatility." Former Under Secretary of the US Treasury for International Affairs David Malpass believes the US has gone too far into globalism. Chuck Grom of Gordon Haskett sees Target's underperformance as specific to the company and not industry-related. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

20 Nov 2024

23 MINS

23:33

20 Nov 2024


#3388

Markets Weighing the Impact of Nvidia & Trump

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 20th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/4eIFhe5) . ( [https://bit.ly/4eIFhe5] (https://bit.ly/4eIFhe5) )Featuring: ---David Malpass, former president at the World Bank, on how a second Trump term will reshape the global world order STUDIO ---Michael Darda, Chief Economist at Roth Capital Partners, joins for two segments to discuss the Fed, inflation, and the economic and market outlook in a second Trump ---Anurag Rana and Mandeep Singh, Senior Tech Analysts for Bloomberg Intelligence, preview Nvidia earnings and discuss their GenAI event today as well as the outlook for artificial intelligence ---Lisa Mateo on newspapers See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

20 Nov 2024

38 MINS

38:05

20 Nov 2024


#3387

Single Best Idea with Tom Keene: Geoffrey Yu & David Doyle

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/48b5Rdn) .Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Geoffrey Yu & David Doyle. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

19 Nov 2024

04 MINS

04:44

19 Nov 2024


#3386

Bloomberg Surveillance TV: November 19, 2024

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/48b5Rdn) .- Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research- Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist- Stephanie Roth, Wolfe Research Chief Economist Joe Feldman of Telsey Advisory Group reacts to Walmart's positive 3Q earnings, saying the company is broadly serving the American customer. Emily Roland of John Hancock says consensus around the US is overwhelmingly positive, but "when the consensus moves to one side of the boat, sometimes it can flip." Stephanie Roth of Wolfe Research is concerned about the impact of tariffs in 2026. See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

19 Nov 2024

23 MINS

23:08

19 Nov 2024


#3385

Ukraine and Geopolitical Risks in Markets

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 19th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/4eIFhe5) . ( [https://bit.ly/4eIFhe5] (https://bit.ly/4eIFhe5) )Featuring: ---Tina Fordham, geopolitical risk analyst and founder at Fordham Global Insight, on the war in Ukraine and the role of the US in the conflict ---Marc Champion, Bloomberg Opinion columnist, with the latest on the war in Ukraine and his recent column on Europe's response ---Lindsey Piegza, Chief Economist at Stifel, joins to discuss inflation, the US economy, and risks to US economic and market health in a second Trump administration and amid hot wars overseas ---Earl Davis, Head: Fixed Income and Money Markets at BMO Asset Management, discusses the bond market's reaction to today's news out of Ukraine and other risks to markets See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

19 Nov 2024

26 MINS

26:45

19 Nov 2024


#3384

Single Best Idea with Tom Keene: Henrietta Treyz & Amanda Rebello

What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/48b5Rdn) .Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Henrietta Treyz & Amanda Rebello. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

18 Nov 2024

05 MINS

05:05

18 Nov 2024


#3383

Bloomberg Surveillance TV: November 18, 2024

- Amanda Lynam, BlackRock Head of Macro Credit Research- Henrietta Treyz, Veda Partners Co-Founder & Director of Economic Policy- Kate McShane, Goldman Sachs US Retailing/Broadlines and Hardlines Analyst Amanda Lynam of BlackRock is concerned across-the-board tariffs could spike retaliation. Henrietta Treyz of Veda Partners says, "Investors think that the stock market, whether it's going up or down has a real leash on the president. I don't think that that's true." Kate McShane of Goldman Sachs says, "We definitely still see the consumer being choiceful," ahead of Walmart and Target earnings this week.  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

18 Nov 2024

22 MINS

22:42

18 Nov 2024


#3382

Markets Price in Trump Policies

Watch Tom and Paul LIVE every day on YouTube: [http://bit.ly/3vTiACF] (http://bit.ly/3vTiACF) .Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 18th, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg [audience survey] (https://bit.ly/4eIFhe5) . ( [https://bit.ly/4eIFhe5] (https://bit.ly/4eIFhe5) )Featuring: ---Stephanie Roth, Chief Economist at Wolfe Research, on tax cuts, the Fed's interest rate path, and animal spirits ---Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, discusses AI trades with Nvidia set to report this Wednesday ---Henrietta Treyz, Managing Partner at Veda Partners, talks about President-elect Trump filling out his cabinet and the race for Treasury Secretary ---David Gura, host of the Bloomberg "Big Take" podcast, on the G20 Summit from Brazil See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

18 Nov 2024

32 MINS

32:09

18 Nov 2024


#3381

The ROI Rules of AI: Marketing the Grammys With AI (Sponsored Content)

Everywhere you turn, there’s another headline about Artificial Intelligence. But how do companies make money with AI? We’re exploring how companies of all sizes are using AI to remake their operations, increasing their return on investment and that of their customers. This episode is sponsored by IBM.  See [omnystudio.com/listener] (https://omnystudio.com/listener) for privacy information. ... Read more

17 Nov 2024

09 MINS

09:44

17 Nov 2024