Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Bloomberg Surveillance TV: October 27th, 2026 Oct 27, 2026

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Featuring:

Ludovic Subran, CIO & Chief Economist at Allianz
Lieutenant General (Ret.) Karen Gibson, Geopolitical Group Member at Academy Securities
Robert Kaplan, Vice Chair at Goldman Sachs and former Dallas Fed President

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Previewing the Fed Meeting and AI IPOs Oct 27, 2026

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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, October 27th, 2026

Featuring:

1) Robert Kaplan, Vice Chairman at Goldman Sachs and former President of the Dallas Fed, talks about the outlook for monetary policy, the US economy, and the Fed's rate hiking cycle.

2) Gary Gensler, former SEC Chair and MIT Professor, talks the Anthropic IPO, the Fed, and how the Midterms could reshape US policy.

3) Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley, talks about his S&P call and the earnings driven market.

4) Colin Graham, Head of Multi-Asset Strategies at Robeco, discusses the "uncomfortable sweet spot" for markets and the real debate over nominal growth.

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Bloomberg Surveillance TV: October 26th, 2026 Oct 26, 2026

Show notes

Featuring:

Noah Weisberger, Chief US Equity Strategist at BCA Research
Neil Dutta, Head of US Economic Research at Renaissance Macro
Jessica Taylor, Senate and Governors Editor at The Cook Political Report

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Market Uncertainty Ahead of the Midterms Oct 26, 2026

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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, October 26th, 2026
Featuring:
1) Peter Tchir, Head of Macro Strategy at Academy Securities, joins to discuss credit spreads across markets and how cost of capital and stubborn energy prices are rippling through markets.
2) Nate Thooft, Global CIO for the Multi-Asset Solutions Team and Senior Portfolio Manager for Manulife Investment Management, talks the three themes connecting markets.
3) Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, talks about the intersection of geopolitics and the Midterms.
4) Ella Gude, Head of Investment Strategy and Asset Allocation at BNY Advisors, talks the expansionary market regime and the upward pressure on equities.

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Instant Reaction: Anthropic Files for IPO Oct 26, 2026

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Anthropic filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public.
The company behind Claude expects to begin trading on the Nasdaq Global Select Market under the symbol ANT, a filing Monday with the US Securities and Exchange Commission showed.
For instant reaction, Bloomberg's Paul Sweeney and Jess Menton speak with Bloomberg Executive Editor for Global Tech Peter Elstrom and Bloomberg Intelligence Senior Tech Analyst Mandeep Singh.

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Affordability In Focus Ahead of Midterms; US National Wealth Tax Debate Oct 24, 2026

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

Today's show features:

Whitney Tilson, Stansberry Research Editor
Stephanie Guild, Robinhood Chief Investment Officer

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Bloomberg Surveillance TV: October 23rd, 2026 Oct 23, 2026

Show notes

Featuring:

Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab
Dan Ives, Senior Managing Director & Partner at Yorkville Ives & Co.
Rebecca Babin, Managing Director & Senior Equity Trader at CIBC Private Wealth Group

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AI Scares and Inflation Oct 23, 2026

Show notes

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, October 23rd, 2026

Featuring:

1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, talks Fed communication and what upcoming data will tell us about US inflation.

2) Celine Woo, Portfolio Manager at Lazard Asset Management, talks finding opportunities amid a tech pullback and how Agentic AI is an inflection point for further AI adoption.

3) Masa Takeda, Portfolio Manager for SPARX Asset Management, talks overseas opportunities in Japan and how global bond rallies could drive investors to different markets.

4) Jason Wu, assistant director at the IMF’s global markets analysis division, brings us into the market open and talks about his latest findings on Global Financial Stability as well as monetary policy risks.

5) Bruce Wolfe, Senior VP: Wealth Solution Leader at Alight, talks managing assets in retirement and greater personalization in retirement.

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Bloomberg Surveillance TV: October 22nd, 2026 Oct 22, 2026

Show notes

Featuring:

Cameron Dawson, Chief Investment Officer at NewEdge Wealth
Torsten Slok, Partner & Chief Economist at Apollo Management
Tom Doxey, Executive VP & CFO of Southwest Airlines

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Capital Costs Rise as Markets Eye Midterms Oct 22, 2026

Show notes

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, November 22nd, 2026

Featuring:
1) George Noble, Managing Partner at Noble Capital Advisors, discusses the rising cost of capital and why he sees AI as a historic capital misallocation.
2) Dan Tannebaum, Partner at Oliver Wyman and Senior Fellow at the Atlantic Council, on the state of relations between Kyiv and Washington as Russia teases new peace talks.
3) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, examines the driving forces behind rising Treasury yields and record fixed income flows.
4) Gautam Mukunda, Lecturer at the Yale School of Management & Bloomberg Opinion Columnist, on voter sentiment as US midterm elections near.

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