AI Spending Separates Tech Winners and Losers

AI Spending Separates Tech Winners and Losers

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 SweeneyThursday, January 29th, 2026
Featuring:
1) Brian Wieser, CEO & Principal at Madison and Wall, reacts to the week's mega-cap tech earnings.

2) Jerome Schneider, Head of Short-Term Portfolio Management at PIMCO, discusses how fiscal and productivity trends complicate Fed easing plans.

3) Stefanie Stantcheva, Professor of Economics & Founder of the Social Economics Lab at Harvard University, discusses her research on the role of emotion in policy decisions

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including Bloomberg News story on Robinhood eyeing a role in SpaceX's IPO, and New York Times reporting on the Sundance Film Festival leaving Park City, Utah.

See omnystudio.com/listener for privacy information.

Episoder(4287)

Single Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino Booth

Single Best Idea with Tom Keene: Claudia Sahm & Danielle DiMartino Booth

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with New Century Advisors’ Claudia Sahm & Danielle Di...

6 Feb 3min

Bloomberg Surveillance TV: February 6th, 2026

Bloomberg Surveillance TV: February 6th, 2026

Featuring: Brian Levitt, Invesco Global Market Strategist Stephanie Roth, Chief Economist at Wolfe Research Jeannette Lowe, Managing Director: Policy Research for Strategas Securities See omnystudio....

6 Feb 20min

The Outlook for a Kevin Warsh-Led Fed

The Outlook for a Kevin Warsh-Led Fed

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 SweeneyFriday, February 6th, 2026F...

6 Feb 37min

Single Best Idea with Tom Keene: Dan Ives & Robert Schiffman

Single Best Idea with Tom Keene: Dan Ives & Robert Schiffman

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Robert Schiffman ...

5 Feb 3min

Bloomberg Surveillance TV: February 5th, 2026

Bloomberg Surveillance TV: February 5th, 2026

Featuring: Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab Chris Caso, Managing Director: Semiconductors at Wolfe Research Edward Mills, Managing Director & Washing...

5 Feb 19min

AI Capex Concerns Persist & Central Banks on Hold

AI Capex Concerns Persist & Central Banks on Hold

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 Sweeney, Thursday, February 5th, 2...

5 Feb 39min

Single Best Idea with Tom Keene: Steve Englander & Meredith Whitney

Single Best Idea with Tom Keene: Steve Englander & Meredith Whitney

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Steve Englander & Meredith Whitney. Watch Tom a...

4 Feb 2min

Bloomberg Surveillance TV: February 4th, 2026

Bloomberg Surveillance TV: February 4th, 2026

Featuring: Libby Cantrill, Managing Director and Head of Public Policy at PIMCO Gene Seroka, Port of Los Angeles Executive Director James Egelhof, Chief US Economist at BNP Paribas See omnystudio.com...

4 Feb 21min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-fa-makro
boligbobla
lederskap-nhhs-podkast-om-ledelse
rss-impressions-2