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

In this episode, we feature conversations with Rich Greenfield & Anastasia Amoroso.

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

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- Yelena Shulyatyeva, Senior US Economist at The Conference Board
- Brian Gardner, Chief Washington Policy Strategist at Stifel
- Ted Maloney, CEO at MFS Investment Management
- Meghan Robson, Head: US Credit Strategy at BNP Paribas

Yelena Shulyateva of The Conference Board offers her outlook on inflation and the US economy. Stifel's Brian Gardner breaks down news flow out of DC and breaks down the latest policy proposals from the Trump administration. Ted Maloney, CEO at MFS Investment Management, discusses his view on the US economy and where investors are putting their money. BNP Paribas' Meghan Robson talks about signals from the bond market and investment opportunities in credit.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 26th, 2025
Featuring:

• Jim Bianco, president at Bianco Research, joins to discuss the "Mar-A-Lago Accord" that's making waves in financial media, as well as his outlook for rates and the US economy
• Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses the latest market drawdown and consumer and investor expectations, and how Nvidia earnings could change that
• Ivan Feinseth, Senior Partner & CIO at Tigress Financial Partners, offers an extended preview of Nvidia earnings
• Lisa Mateo on newspapers

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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 a conversation with Angela Stent.

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

See omnystudio.com/listener for privacy information.

- Sharon Bell, Senior European Equity Strategist at Goldman Sachs
- Jon Lieber, Managing Director at Eurasia Group
- Dan Ives, Global Head of Technology Research at Wedbush Securities
- Neil Dutta, Partner at Renaissance Macro Research

Sharon Bell with Goldman Sachs discusses how European equities could fare amid uncertain US tariff policy and geopolitical positioning. Jon Lieber of Eurasia Group talks about the significance of the US siding with Russia in a UN General Assembly vote. Dan Ives at Wedbush Securities offers a preview of Nvidia earnings on Wednesday. Neil Dutta, Partner at Renaissance Macro Research, reacts to recent eco data and offers his outlook for the US economy.

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 25th, 2025
Featuring:

• Rebecca Patterson, former Chief Investment Strategist at Bridgewater, on the German election, US economic uncertainty, and her recent piece on the "Crypto Presidency"
• Angela Stent, Senior Fellow at the Brookings Institute and Georgetown Professor, responds to the US voting alongside Russia at the UN and whether it's the marking of a new world order
• Calvin Tse, Head of Macro Strategy, Americas at BNP Paribas, talks about inflationary tariffs and a flatter US yield curve
• Lisa Mateo on newspapers

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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 Mike Wilson & James Steel

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

See omnystudio.com/listener for privacy information.

-Amos Hochstein, Former White House Senior Advisor to the President
-Nela Richardson, Chief Economist & ESG Officer, ADP
-Ed Mills, Raymond James policy analyst

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 24th, 2025
Featuring:

• Holger Schmieding, Chief Economist at Berenberg, on eco impact of German election
• Mike Wilson, Chief US Equity Strategist at Morgan Stanley
• Bob Doll, CIO at Crossmark Global Investments
• Lisa Mateo on newspapers

See omnystudio.com/listener for privacy information.

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

In this episode, we feature conversations with Robert Kaplan & Mark Gurman.

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

See omnystudio.com/listener for privacy information.