Staying Invested amid Market Risks

Staying Invested amid Market Risks

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 19th, 2025
Featuring:
1) Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, joins to talk about the US equity outlook, geopolitical and tariff risks, and US exceptionalism. Investors are turning their attention to earnings from US consumer giants for clues on the impact of tariffs, according to the text.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, joins to talk markets blowing past tariffs post-Liberation Day and whether there's too much focus on risk rather than staying invested. Meanwhile, options traders are grabbing insurance to protect themselves from a potential plunge in technology stocks in the coming weeks, according to Bloomberg.
3) Doug Kass, president and founder at Seabreeze Partners, offers his macro, tech, and AI outlooks. Money markets are currently betting the Fed will deliver its first rate cut for the year in September, as labor-market weakness outweighs inflation risks, with another move expected before year-end.
4) Kristen Bitterly, Head: Wealth At Work at Citi Global Markets, talks asset allocation for long term investors and concern from clients amid a variety of market risks.

See omnystudio.com/listener for privacy information.

Jaksot(3988)

Ghahramani: Saudi policy shift is subtle but important

Ghahramani: Saudi policy shift is subtle but important

SGH Macro Advisors' Sassan Ghahramani discusses his accurate prediction that Saudi Arabia and Russia would strike an agreement on oil production. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Helmi 201611min

Abramowicz: junk bond world has become toxic

Abramowicz: junk bond world has become toxic

Bloomberg Gadfly's Lisa Abramowicz discusses the toxic world of junk bonds. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Helmi 201611min

9am-10am ET: Kashkari, Abramowicz & Ghahramani

9am-10am ET: Kashkari, Abramowicz & Ghahramani

The Fed's Neel Kashkari says the central bank is totally committed to reaching 2% inflation. Bloomberg Gadfly's Lisa Abramowicz discusses the bond markets. And SGH Macro Advisors' Sassan Ghahramani explains how he successfully predicted the Saudi-Russian oil agreement.See omnystudio.com/listener for privacy information.

17 Helmi 201642min

8am-9am ET: Friedman, Lawson & Schork

8am-9am ET: Friedman, Lawson & Schork

Geopolitical Futures' George Friedman discusses the shift in foreign investment away from export-dependent countries. Standard Life Investments' Jeremy Lawson takes the pulse of the U.S. economy. And Schork Group's Stephen Schork considers why commodities can't find a bid. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

17 Helmi 201642min

7am-8am ET: Curnutt, Nocera, Strauss & Sorrell

7am-8am ET: Curnutt, Nocera, Strauss & Sorrell

Macro Risk Advisors' Dean Curnutt speaks about how central banks are causing volatility. "Indentured" authors Joe Nocera and Ben Strauss sit down to discuss the rebellion against the NCAA. WPP's Martin Sorrell weighs in on the Brexit debate and the future of the advertising industry. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

17 Helmi 201642min

Bloomberg Surveillance: Cohen & Dequadros

Bloomberg Surveillance: Cohen & Dequadros

Barclays' Michael Cohen discusses OPEC's new attempt to tackle the oil glut. RDQ Economics' Conrad Dequadros reacts to the latest American manufacturing numbers. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

16 Helmi 201642min

Bloomberg Surveillance: Weinberg, Rose, Stockton & Todd

Bloomberg Surveillance: Weinberg, Rose, Stockton & Todd

High Frequency Economics' Carl Weinberg says Abenomics isn't working while Foreign Affairs Magazine's editor Gideon Rose weighs in on global stagnation. BTIG's Katie Stockton discusses market technicals in the equity markets and NBC's Chuck Todd speaks about the politics behind appointing a new justice to the Supreme Court. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

16 Helmi 201642min

Bloomberg Surveillance: Roschelle & Kasman

Bloomberg Surveillance: Roschelle & Kasman

PWC's Mitch Roschelle speaks about the health of the housing market, while JPMorgan's Bruce Kasman debates the effectiveness of negative rates. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

12 Helmi 201642min

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