Bloomberg Surveillance - Bloomberg

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Latest Episodes:

The Nation Meets JD Vance and Tech Pulls Back Jul 18, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 18th, 2024
Featuring:

Wendy Schiller, professor at Brown University, on JD Vance's VP speech and previewing Trump's GOP nomination acceptance speech Thursday night
Jim Bianco, president at Bianco Research, discusses the equity rally, the NASDAQ pullback, and a potential looming correction
Huw van Steenis, Vice Chair at Oliver Wyman, talks about economically turbocharging the UK and Europe
Bloomberg's Lisa Mateo on Newspaper Headlines

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Bloomberg Surveillance TV: July 17, 2024 Jul 17, 2024

Show notes

- Sarah Wolfe, Morgan Stanley Senior Economist
- Glenn Youngkin (R), Governor of Virginia
- Tony Rodriguez, Head: Fixed Income Strategy, Nuveen Asset Management
- Brian Weinstein, Head: Global Markets, Morgan Stanley Investment
Sarah Wolfe with Morgan Stanley reacts to recent Fed speak and discusses how inflationary pressures are affecting a tight labor market. Republican Governor of Virginia Glenn Youngkin talks about Donald Trump and the Republican National Convention. Brian Weinstein of Morgan Stanley and Tony Rodriguez of Nuveen break down comments from NY Fed President John Williams and discuss recent economic data.

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Single Best Idea with Tom Keene: James Stavridis & Scott Clemons Jul 17, 2024

Show notes

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

In this episode, we feature conversations with James Stavridis & Scott Clemons.

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

See omnystudio.com/listener for privacy information.

Outlook for Markets & Geopolitics if Trump's Re-Elected Jul 17, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 17th, 2024
Featuring:

Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses BlackRock's credit outlook and signals about risks from the bond market
Brad Stone, editor at Bloomberg Businessweek, on Businessweek's interview with Donald Trump
James Stravridis, retired US Navy Admiral and Bloomberg Opinion columnist, talks about the geopolitical outlook as Donald Trump gains momentum towards winning the November election
Bloomberg's Lisa Mateo on Newspaper Headlines

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Bloomberg Surveillance TV: July 16, 2024 Jul 16, 2024

Show notes

-David Malpass, Fmr. World Bank President
-Rep Mike Lawler, (R) New York
-Chris Marinac, Janney Montgomery Scott Director of Research
-Greg Daco, Ernst Young Chief Economist
-Andrew Husby, BNP Sr. US Economist
Former World Bank President David Malpass shares insights on JD Vance and his policies. Rep. Mike Lawler of New York discusses the Trump/Vance 2024 ticket and potential legislation to enhance Secret Service measures following Saturday’s assassination attempt on former President Trump. Chris Marinac of Janney Montgomery Scott breaks down Bank of America’s earnings. Greg Daco of Ernst Young and Andrew Husby of BNP unpack new retail sales data.

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The Latest on Trump and Wrapping Big Bank Earnings and Retail Sales Jul 16, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 16th, 2024
Featuring:

Wendy Schiller, Professor at Brown University, Donald Trump's selection of JD Vance as Vice President, Trump's appearance at the RNC, and Joe Biden's interview with Lester Holt
Amy Wu Silverman, Head of Derivatives Strategy for RBC Capital Markets, discusses the Trump trade and market volatility
Dana Telsey, CEO at Telsey Advisory Group, reacts to June retail sales
Chris Whalen, founder at Whalen Global Advisors, wraps big bank earnings

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Single Best Idea with Tom Keene: Andreas Utermann & Chris Whalen Jul 16, 2024

Show notes

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

In this episode, we feature conversations with Andreas Utermann & Chris Whalen.

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

See omnystudio.com/listener for privacy information.

Single Best Idea with Tom Keene: Robert D. Kaplan & Matthew Winkler Jul 15, 2024

Show notes

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

In this episode, we feature conversations with Robert D. Kaplan & Matt Winkler.

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

See omnystudio.com/listener for privacy information.

Bloomberg Surveillance TV: July 15, 2024 Jul 15, 2024

Show notes

-Ambassador John Bolton, Fmr. National Security Advisor & Fmr. Ambassador to UN
-Jim Gilmore, Fmr. Virginia Governor (R)
-Rep. Mike Turner, Chair of the House Intelligence Committee, (R) Ohio
-Ken Leon, CFRA Director of Equity Research
Ambassador John Bolton discusses the assassination attempt on Former President Donald Trump and the future of the Trump 2024 campaign. Former Virginia Governor Jim Gilmore talks about Republican party unity post-Saturday’s events. Rep. Mike Turner of Ohio previews the upcoming RNC and emphasizes the need for bipartisan unity following the recent assassination attempt. Ken Leon of CFRA analyzes Goldman Sachs earnings.

See omnystudio.com/listener for privacy information.

The Trump Assassination Attempt Reshapes the Political Moment Jul 15, 2024

Show notes

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJuly 15th, 2024
Featuring:

Andy Rudalevige, professor of government at Bowdoin College and presidential historian, on this moment in American political history and how it can reshape the Biden-Trump rematch
Henrietta Treyz, Managing Partner at Veda Partners, discusses where swing voters stand in the 2024 presidential race
Michael Purves, founder at Tallbacken Capital Advisors, talks about the uptick in the Trump trade and market volatility amid political uncertainty
Robert D. Kaplan, author and foreign affairs expert, on the geopolitical implications of this moment in American politics

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