Single Best Idea with Tom Keene: Russ Brownback & Jay Hatfield
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with BlackRock's Russ Brownback & Jay Hatfield of Infrastructure Capital Advisors.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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Bloomberg Surveillance TV: November 12th, 2025
Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock Sarah House, Senior Economist at Wells Fargo Jon Lieber, Managing Director: US at The Eurasia Group Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, discusses the US inflation picture and the Federal Reserve’s path ahead. Sarah House, Senior Economist at Wells Fargo, explains how the labor market is holding together amid the lack of economic data. Jon Lieber, Managing Director: US at The Eurasia Group, discusses what’s next in Washington as the House returns to vote on a shutdown resolution. Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments, examines how concerns around AI and big tech are weighing on equity markets.See omnystudio.com/listener for privacy information.
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Tech Rebound Lifts Stocks Ahead of Shutdown Vote; 10 Years of Odd Lots
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, November 12th, 2025Featuring:1) Russ Brownback, Deputy CIO of Global Fixed Income at BlackRock, discusses how the US is suffering from an affordability crisis, and not inflation persistence.2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, talks reluctant rally concentration risk and institutional investor caution.3) Rohit Chopra, EM Equity Portfolio Manager at Lazard Asset Management, on why emerging markets offer compelling long term investment opportunities.4) Tracy Alloway & Joe Weisenthal, hosts of Bloomberg's 'Odd Lots' podcast, discuss the 10 year anniversary of their podcast and newsletter.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on how three AI megadeals are breaking new ground on Wall Street, and reporting from Business Insider that Apple plans to unveil a new $230 iPhone pocket in a collaboration with Japanese luxury brand Issey Miyake.See omnystudio.com/listener for privacy information.
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Single Best Idea with Tom Keene: Chuck Clough & John Stoltzfus
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Chuck Clough of Clough Capital & Oppenheimer's John Stoltzfus.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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Bloomberg Surveillance TV: November 11th, 2025
- Omar Aguilar, CEO & CIO at Schwab Asset Management- Henrietta Treyz, Director of Economic Policy Research at Veda Partners- Dan Skelly, Managing Director at Morgan Stanley Wealth Management- Venu Krishna, Head of US Equity Strategy at BarclaysOmar Aguilar, CEO & CIO at Schwab Asset Management, discusses how uncertainty around inflation could mean fewer rate cuts next year. Henrietta Treyz, Director of Economic Policy Research at Veda Partners, breaks down the state of play in Washington as the government shutdown nears an end. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, talks valuations and why investors are not being compensated for policy and earnings risk. Venu Krishna, Head of US Equity Strategy at Barclays, breaks down big tech earnings and his year-end call for the S&P 500.See omnystudio.com/listener for privacy information.
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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