Bloomberg Surveillance

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

In this episode, we feature our conversations with Strategas Research Partners’ Chris Verrone & Constantine Courcoulas of Bloomberg News. 

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

See omnystudio.com/listener for privacy information.

Featuring:

• Stephen Auth, Executive VP & CIO: Equity at Federated Global Investment Management Group
• Emil Michael, US Government Undersecretary of Defense
• Amos Hochstein, Managing Partner of TWG Global

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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
Friday, February 27th, 2026

Featuring:
1) Chris Verrone, Chief Market Strategist at Strategas Research Partners, on the semi/software spread and a pronounced rotational tape.
2) Constantine Courcoulas, Bloomberg News Distressed Debt Reporter, on New Credit Blowup in London Has Wall Street Chasing Billions.
3) Yael Selfin, Vice Chair & Chief Economist at KPMG UK, on the state of the broader European economy.
4) Rohit Chopra, EM Equity Portfolio Manager at Lazard Asset Management, examines emerging markets' role in the global AI supply chain.
5) Jennifer Welch, Chief Geoeconomics Analyst for Bloomberg Economics, discusses the latest on Iran and Cuba.

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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 our conversations with Wedbush Securities’ Dan Ives & Drew Matus of MetLife. 

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

See omnystudio.com/listener for privacy information.

Featuring:

• Emily Roland, Co-Chief Investment Strategist at Manulife Investment Management
• Angelo Zino, Senior VP & Head of Technology at CFRA
• Andrew Bishop, Senior Partner & Global Head of Policy Research at Signum Global Advisors

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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
Thursday, February 26th, 2026

Featuring:
1) Ted Mortonson, Managing Director: Technology at Baird, and Robert Schiffman, Senior Tech Credit Analyst for Bloomberg Intelligence, react to Nvidia earnings.
2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses his approach to asset allocation as AI fears linger.
3) Drew Matus, Chief Market Strategist at MetLife, outlines his expectations for markets and the Fed's path ahead.
4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Americans leaving the US in record numbers, and New York Times reporting on the growing number of female art collectors.

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Nvidia Corp. gave a bullish quarterly revenue forecast, signaling that the build-out of AI computing remains on track, with fiscal first-quarter sales expected to be about $78 billion.

The company's outlook helped soothe concerns about a bubble in AI investments, with Chief Executive Officer Jensen Huang saying that customers are racing to invest in AI compute.

Nvidia shares rose about 4% in extended trading following the announcement, after the company reported revenue gained 73% to $68.1 billion in the fiscal fourth quarter, and profit was $1.62 a share, excluding certain items.

For instant reaction, Bloomberg Businessweek hosts Carol Massar and Tim Stenovec speak with analysts and experts from across the Bloomberg newsroom, including:

• Bloomberg Tech Co-Host Ed Ludlow
• Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners
• Bloomberg Intelligence senior tech industry analyst Mandeep Singh
• Bloomberg Intelligence Senior Technology Analyst Anurag Rana

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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 our conversations with Bloomberg Intelligence’s Mandeep Singh & Sonal Desai of Franklin Templeton. 

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

See omnystudio.com/listener for privacy information.

Featuring:

• Julian Emanuel, Senior Managing Director & Chief Equity & Quantitative Strategist at Evercore ISI
• Adam Posen, President of the Peterson Institute for International Economics
• Kelly Ann Shaw, Partner at Atkin Gump Strauss Hauer & Feld LLP

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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
Wednesday, February 25th, 2026

Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, on the macroeconomic impact of trade policy uncertainty.
2) Mandeep Singh, Global Head of Tech Research for Bloomberg Intelligence, previews Nvidia earnings.
3) Sonal Desai, CIO: Fixed Income at Franklin Templeton, talks asset allocation strategy amid AI disruption fears.
4) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, reacts to last night's State of the Union address.

See omnystudio.com/listener for privacy information.