Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Isabelle Lee - October 20th, 2025
Featuring:
1) Michael Green, Chief Strategist at Simplify Asset Management, joins for a discussion on index funds and the consequences of passive investing.
2) Henrietta Treyz, Managing Partner at Veda Partners, gives her perspective on trade talks, and the government shutdown as it enters its third week.
3) Steve Englander, Global Head of G10 FX Research and North America Strategy at Standard Chartered Bank, on quality concerns surrounding US economic data amid the government shutdown.
4) Wayne Park, Chief Executive Officer at Manulife John Hancock Retirement, shares the findings from Hancock's Longevity Preparedness Index survey.

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Make sense of the world with one essential conversation, every week. Mishal Husain, one of Britain's best interviewers, brings her signature blend of curiosity and tenacity to weekly conversations with world leaders, business titans, and cultural icons, revealing who they really are and how they see the world changing around them.

Follow the podcast wherever you listen, so you don't miss an episode.
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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 Chris Whalen & Ben Laidler.

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• Christian Sewing, Chief Executive Officer at Deutsche Bank
• Steve Pagliuca, Chair at Bain Capital and Co-Owner, Boston Celtics
• Stephen Ricchiuto, Chief US Economist at Mizuho Securities
• Mark Haefele, Chief Investment Officer at UBS Global Wealth Management

Christian Sewing, Chief Executive Officer at Deutsche Bank, shares his outlook for markets and the global economy. Steve Pagliuca, Chair at Bain Capital and Co-Owner of the Boston Celtics, discusses what's been a big year for private equity. Stephen Ricchiuto, Chief US Economist at Mizuho Securities, gives the rationale for his growth outlook upgrade despite a shutdown-linked data vacuum. Mark Haefele, Chief Investment Officer at UBS Global Wealth Management, discusses the broader market backdrop.

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney - October 17th, 2025

Featuring:
1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, reacts to the latest corporate earnings.
2) Anna Wong, Chief US Economist at Bloomberg Economics, gives her assessment of the US economy amid the ongoing government shutdown.
3) Dan Ives, Global Tech Head: Wedbush Securities, on the acceleration of demand for semiconductors.
4) Wendy Schiller, Professor of Political Science at Brown University, discusses the latest headlines out of including the ongoing government shutdown and President Trump's efforts on the war in Ukraine.

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- Christopher Waller, Member: Board of Governors at the Federal Reserve
- Christopher Wright, US Energy Secretary
- Scott Kirby, CEO of United Airlines
- Michael Roberts, CEO: Bank & Corporate & Institutional Banking at HSBC

Christopher Waller, Member: Board of Governors at the Federal Reserve, joins to discuss his outlook for the US economy and rate cuts. Christopher Wright, US Energy Secretary, talks about the Trump administration's energy initiatives and policies. Scott Kirby, CEO of United Airlines, talks earnings and industry outlook. Michael Roberts, CEO: Bank & Corporate & Institutional Banking at HSBC, discusses dealmaking, M&A, and banking activity in the US.

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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyOctober 7th, 2025
Featuring:
1) Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses Treasury choppiness and the downward path of the 10-year. Meanwhile, gold soared to as high as $4,242 an ounce, taking gains this year to more than 60% as trade frictions and expectations for further Federal Reserve interest-rate cuts lured buyers. The dollar slipped for a third day, while Treasuries were little changed after two-year yields fell toward their lowest level for 2025. Oil rose from a five-month low.
2) Dan Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, discusses Russia, broader geopolitical risk, and the vibes at the IMF. Ukraine is seeking US help for its war effort, with President Volodymyr Zelenskiy meeting President Trump at the White House to discuss air defense, long-range weaponry, and urgent energy assistance.
3) David Bailin, CEO at CIO Capital Partners, talks about the new paradigm in wealth management as strategists try to figure out market moves. Global stocks continued their advance on Thursday as strong technology earnings shifted focus away from the lingering threat of a US-China trade war.
4) Regina Mayor, Global Head of Clients & Markets at KPMG International, talks about the outlook for oil prices and energy policy in the US.

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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 Chris Whalen & Steve Auth.

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

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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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