Bloomberg Surveillance TV: October 31st, 2025

Bloomberg Surveillance TV: October 31st, 2025

- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management
- Gene Munster, Managing Partner at Deepwater Asset Management
- Ed Mills, Washington Policy Analyst at Raymond James
- Winnie Cisar, Global Head of Strategy at CreditSights

Jim Caron, CIO at Morgan Stanley Investment Management, talks equity valuations and the disconnect between markets and the economy. Gene Munster, Managing Partner at Deepwater Asset Management, give his take on the week's megacap tech earnings. Ed Mills, Washington Policy Analyst at Raymond James, joins to discuss Nvidia CEO Jensen Huang's hopes to sell the company's advanced Blackwell chips in the Chinese market. Winnie Cisar, Global Head of Strategy at CreditSights, weighs in on Meta's massive debt sale.

See omnystudio.com/listener for privacy information.

Jaksot(4321)

7am-8am ET: Lew, Choyleva & Corr

7am-8am ET: Lew, Choyleva & Corr

U.S. Treasury Secretary Jack Lew says don't expect a "crisis response" from the Group of 20 meeting starting this week. Lombard Street Research's Diana Choyleva says the real economy is not in crisis ...

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Silverstein: balance sheets are best drivers of performance now

Silverstein: balance sheets are best drivers of performance now

Deutsche Bank's Josh Silverstein discusses the best opportunities in the oil patch. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Todd: Nevada caucus not important unless Trump loses

Todd: Nevada caucus not important unless Trump loses

NBC's Chuck Todd discusses the importance of the Nevada caucus to the Republican race on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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Porzecanski: Argentina bond bet suddenly isn't so hot

Porzecanski: Argentina bond bet suddenly isn't so hot

Bloomberg's Katia Porzecanski says that speculators who piled into Argentina's bonds trying to turn a quick profit may end up disappointed. All this and more with Tom Keene and Michael McKee on Bloomb...

23 Helmi 201611min

Cassidy: top 20 banks can manage commodity drop

Cassidy: top 20 banks can manage commodity drop

RBC's Gerard Cassidy weighs in on banks' exposure to the energy collapse on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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Denbow: China won't cut commodity supply

Denbow: China won't cut commodity supply

USAA's Dan Denbow says China won't scale back its production of commodities, because Beijing's big priority is jobs. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/l...

23 Helmi 201612min

Shilling: deflation from Japan concerning central banks

Shilling: deflation from Japan concerning central banks

Gary Shilling & Co.'s Gary Shilling says there has been a little bit of good and bad deflation, which is concerning central banks. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee....

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Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

Denbow, Jalinoos, Alloway, Porzecanski & Silverstein

USAA's Dan Denbow covers the commodity collapse. Credit Suisse's Shahab Jalinoos speaks about the slide in sterling. Bloomberg's Tracy Alloway reacts to the market open. Bloomberg's Katia Porzecanski ...

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