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 Macro Risk Advisors' Dean Curnutt & Patrick Murphy of Hilco Global.

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Featuring:
Susan Bell, Senior VP: Downstream Solution at Rystad Energy AS
Edward Mills, Managing Director: Washington Policy Analyst at Raymond James
Georg Wunderlin, CEO of Schroders Capital
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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 SweeneyWednesday, April 15th, 2026
Featuring:
1) Dean Curnutt, Founder & CEO at Macro Risk Advisors, examines the gap between implied and realized volatility.2) Patrick Murphy, Executive Director: Geopolitical Advisory at Hilco Global & former Under Secretary of the Army, discusses the economic consequences of the Strait of Hormuz blockade.3) Stephanie Roth, Chief Economist at Wolfe Research, on how a prolonged Iran stalemate will impact monetary policy and the Fed's path ahead.
4) David Sowerby, Managing Director & Portfolio Manager at Ancora, talks earnings growth expectations for 2026.
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Featuring:
Rachel Ziemba, Adjunct Senior Fellow at the Center for a New American Security
Roland Lescure, Minister: Economy & Finance for the Republic of France
Amy Gower, Strategist: Metals & Mining Commodity at Morgan Stanley
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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 SweeneyTuesday, April 14th, 2026
Featuring:
1) Alicia Levine, Head of Investment Strategy at BNY Wealth, examines market resilience amid geopolitical uncertainty.2) Shannon O'Neil, Senior Vice President at the Council on Foreign Relations, discusses the state of US-Iran peace negotiations.3) Adam Farstrup, Head of Multi-Asset: Americas at Schroders, on the supply-driven inflationary shock of the Iran war.
4) Herman Chan, Bloomberg Intelligence Financials Analyst, reacts to the morning's bank earnings.
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