Volatility Skew Shows Defensive Tilt in Markets

Volatility Skew Shows Defensive Tilt in Markets

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, February 3rd, 2026
Featuring:

1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses why the crash in gold and silver is not a threat to the equity bull market.

2) Jed Kolko, Senior Fellow at the Peterson Institute for International Economics and former Under Secretary of Commerce for Economic Affairs in the Biden administration, discusses the US labor market's mixed signals.

3) Eswar Prasad, Professor of Trade Policy and Economics at Cornell University & Senior Fellow at the Brookings Institution, on his new book 'The Doom Loop: Why the World Economic Order Is Spiraling into Disorder'

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including New York Times reporting on the rise of Super Bowl scams, and a Business Insider story on how tailors say Ozempic is reshaping Wall Street.

See omnystudio.com/listener for privacy information.

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Currie: markets are no longer pricing on demand fears

Currie: markets are no longer pricing on demand fears

Goldman Sachs global head of commodities Jeff Currie discusses copper lagging the rest of the commodity market on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...

12 Huhti 201620min

Sweig: tourists will find Cuba is underdeveloped country

Sweig: tourists will find Cuba is underdeveloped country

The University of Texas at Austin's Julia Sweig weighs in on normalizing relations with Cuba on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informat...

12 Huhti 201611min

Nelson: Rates for big corporations are at historical lows

Nelson: Rates for big corporations are at historical lows

Harris Williams' Ryan Nelson discusses the middle market and how rates are at a low but rising and pulling cash off the balance sheet there are little incremental cost. He speaks with Tom Keene and Mi...

11 Huhti 201611min

Gray: Markets are insanely competitive

Gray: Markets are insanely competitive

Alpha Architect Founder Wesley Gray discusses markets and says its really important to understand the details of what you are really doing when it comes to back testing. He speaks with Tom Keene and M...

11 Huhti 20168min

Feroli: Hopeful that the Q2 will improve

Feroli: Hopeful that the Q2 will improve

JPMorgan's Mike Feroli discusses GDP Growth and productivity. He says in March half the committee saw inflation towards the down side and we should focus on the labor market data. He speaks with Tom K...

11 Huhti 201622min

Peck: Marissa Mayer invovled with Yahoo transaction discussion

Peck: Marissa Mayer invovled with Yahoo transaction discussion

Suntrust Internet Reseach analyst Robert Peck discusses Yahoo and how Marissa Mayer still is apart of the process as well as thinking the core part of the company is worth 6 billion dollars. He speaks...

11 Huhti 201620min

Stovall: consumer discretionary to lead earnings season

Stovall: consumer discretionary to lead earnings season

S&P's Sam Stovall discusses earnings season on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

11 Huhti 201622min

Faber: there are short-term opportunities in the Yen

Faber: there are short-term opportunities in the Yen

Cambria Investment Management's Meb Faber weighs in on the Yen and Japanese equities on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

11 Huhti 201620min

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