Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Single Best Idea with Tom Keene: Dan Ives & Gene Munster Nov 21, 2024

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.
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 for privacy information.

Bloomberg Surveillance TV: November 21, 2024 Nov 21, 2024

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.
- 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 Director
Cameron 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 for privacy information.

Nvidia and Geopolitics Impact on Markets Nov 21, 2024

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 21st, 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/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 for privacy information.

Special Edition: Nvidia Forecast Misses Loftiest AI Estimates Nov 20, 2024

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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 for privacy information.

Single Best Idea with Tom Keene: Steve Auth & Jim Bianco Nov 20, 2024

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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 for privacy information.

Bloomberg Surveillance TV: November 20, 2024 Nov 20, 2024

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.
- 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 for privacy information.

Markets Weighing the Impact of Nvidia & Trump Nov 20, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 20th, 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/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 for privacy information.

Single Best Idea with Tom Keene: Geoffrey Yu & David Doyle Nov 19, 2024

Show notes

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 for privacy information.

Bloomberg Surveillance TV: November 19, 2024 Nov 19, 2024

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What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.
- 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 for privacy information.

Ukraine and Geopolitical Risks in Markets Nov 19, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 19th, 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/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 for privacy information.

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