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

In this episode, we feature conversations with Chris Whalen & Steve Auth.

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• David Kelly, Chief Global Strategist at JPMorgan Asset Management
• Tiffany Wilding, Economist at PIMCO
• Gil Luria, Head of Technology Research at DA Davidson
• Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes

David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses why he's urging investors to diversify away from US assets. Tiffany Wilding, Economist at PIMCO, gives her outlook for Fed monetary policy with the US government shutdown now in its third week. Gil Luria, Head of Technology Research at DA Davidson, provides his thoughts on the AI arms race.  Stephen Auth, Executive Vice President and Chief Investment Officer at Federated Hermes, shares why this earnings season could lead to pullbacks. 

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Bloomberg Surveillance hosted by Paul Sweeney & David Gura
October 15th, 2025
- Maurice Obstfeld, Senior Fellow at the Peterson Institute for International Economics & Professor of Economics at UC Berkeley, discusses why tariffs should not be relied on as a long-term revenue tool.
- Chris Whalen, Founder and Chairman at Whalen Global Advisors, reacts to big bank earnings and gives his perspective on why the Fed rate cut narrative has cooled considerably.
- Fatima Boolani, Co-Head of the US Software Equity Research Team at Citi, joins to discuss IT budgets falling below historic levels.
- Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Chinese criminals making over $1 billion from scam texts, and reporting from The Washington Post on the US passport falling out of the top 10 most powerful passports globally.

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- Keith Lerner, CIO and Chief Market Strategist, Truist Advisory Services
- Gerard Cassidy, US Bank Equity Strategy Head, RBC Capital Markets
- Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group, Vanguard
- Rep. Mike Lawler, New York (R)

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services, breaks down the latest headlines in a resurgent US-China trade conflict. David George, Senior Bank Analyst at Baird, reacts to earnings from JPMorgan Chase, Wells Fargo, Citi, and Goldman Sachs. Joe Davis, Global Chief Economist and Global Head of the Investment Strategy Group at Vanguard, gives his expectations for Fed policy amid delayed US economic data. Republican Representative Mike Lawler of New York joins to discuss the state of negotiations as the US government shutdown enters its 14th day.

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Bloomberg Surveillance hosted by Paul Sweeney & David Gura
October 14th, 2025
- Lisa Shalett, Chief Investment Officer at Morgan Stanley Investment Management, discusses how the recent gold rally may signal reserve de-dollarization and a transformation in currency systems, involving stablecoins and cryptocurrencies.
- Karen Manna, Vice President at Federated Hermes, talks market uncertainty as shutdown-related data delays cloud the macro picture.
- Shana Sissel, Founder and CEO of Banrion Capital Management, explains how ongoing inflation pressures tied to tariffs and a divided FOMC suggest future easing remains uncertain.
- Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how Taylor Swift is 'rewriting' the business of record sales, and reporting from The Washington Post that a historic wave of retirements is straining the federal workforce.

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- Seema Shah, Chief Global Strategist at Principal Asset Management
- Jean Boivin, Head of the BlackRock Investment Institute
- Norman Roule, Former Senior US Intelligence Official & CSIS Transnational Threats Project Senior Adviser
- Abigail Watt, US Economist at UBS

Seema Shah, Chief Global Strategist at Principal Asset Management, shares her outlook for markets amid renewed hopes for a US-China trade deal. Jean Boivin, Head of the BlackRock Investment Institute, gives his views on the AI trade and its impact on the broader equity market. Norman Roule, Former Senior US Intelligence Official & CSIS Transnational Threats Project Senior Adviser, discusses what's next in the Middle East after Hamas freed all 20 remaining living Israeli hostages from the Gaza Strip on Monday morning, following a US-led deal reached late last week. Abigail Watt, US Economist at UBS, talks about the growing focus shift to alternate economic data amid the US government shutdown.

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Bloomberg Surveillance hosted by Paul Sweeney & David Gura
October 13th, 2025
Featuring:
- Galit Altstein, Bloomberg News Reporter in Tel Aviv, reacts to President Trump calling for “the historic dawn of a new Middle East” in an address to the Israeli parliament, as he visits the region to celebrate a deal halting the war in Gaza and securing the release of prisoners held by Hamas.- Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, joins for a chat on earnings sentiment and large cap tech earnings with earnings season set to kick off.
- Selma Hepp, Chief Economist at Cotality, gives her perspective on consumer sentiment and home ownership.- David Maxwell, Managing Director at Sustainable Development Capital, discusses on energy efficiency and decarbonization.

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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 conversations with Lindsey Piegza & Katy Kaminski

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

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- Paul Christopher, Head: Global Market Strategist at Wells Fargo
- Ajay Rajadhyaksha, Global Chairman: Research at Barclays
- French Hill, Republican Congressman and Chair: House Financial Services Committee
- Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries

Paul Christopher, Head: Global Market Strategist at Wells Fargo, talks about the outlook for markets and equities. Ajay Rajadhyaksha, Global Chairman: Research at Barclays, offers his analysis of gold's record run. French Hill, Republican Congressman and Chair: House Financial Services Committee, talks about the US shutdown and priorities in the House. Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries, discusses the outlook for the airline industry.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 10th, 2025

Featuring:

1) Thierry Wizman, Director of Global Currencies & Interest Rate Strategist at Macquarie, joins to discuss the path ahead for the Fed and the geopolitical headwinds driving FX moves.

2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, gives her perspective on recent trends in equities, fixed income and commodities.

3) Jurrien Timmer, Director of Global Macro at Fidelity Management & Research, talks valuations as traders look to the upcoming earnings season for validation of the artificial intelligence frenzy that has powered a record rally.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Lays chips getting a 'MAHA' makeover, as well as New York Post reporting on Quinnipiac University's latest NYC mayoral election poll.

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