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.

Episoder(4306)

Squali: Marissa Mayer is a potential bidder for Yahoo

Squali: Marissa Mayer is a potential bidder for Yahoo

Cantor Fitzgerald's Youssef Squali discusses the negotiations that are going on with Yahoo and that Verizon might be the best choice. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillan...

8 Apr 201611min

Vail: Markets are testing the Japanese government

Vail: Markets are testing the Japanese government

Nikko's John Vail discusses the Yen and the Bank of Japan because what is happening to the Yen does not seem logical. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudi...

8 Apr 201620min

Weisman: Labor force increases are pretty minimal

Weisman: Labor force increases are pretty minimal

Massachusetts Financial's Erik Weisman discusses the labor markets and thinks there will be higher productivity significantly higher than one. He speaks with Tom Keene and Michael McKee on Bloomberg S...

8 Apr 201622min

Low: there are limits to the effectiveness of monetary policy

Low: there are limits to the effectiveness of monetary policy

FTN Financial's Chris Low weighs in on cutting rates and the limits of monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

8 Apr 201622min

Profusek: inversions a small part of M&A

Profusek: inversions a small part of M&A

Jones Day's Robert Profusek weighs in on tax inversions and how the new rules shouldn't affect the broader M&A industry on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/li...

8 Apr 201620min

Goldberg: Validity to emerging markets accumulating debt

Goldberg: Validity to emerging markets accumulating debt

Blackrock's Pablo Goldberg discusses the debt construction of emerging markets and major worries on emerging markets debt. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omny...

8 Apr 201620min

Morrison: Oil inventory in storage becomes depleted

Morrison: Oil inventory in storage becomes depleted

PWC's Reid Morrison says it takes months to bring a new oil well online and companies have not been drilling new wells so production flattens out while demand continue to increase. He speaks with Tom ...

7 Apr 201619min

Levy: Currently the most housing unit construction since 1974

Levy: Currently the most housing unit construction since 1974

John Levy discusses real estate and how multi family development has been the darling of the business for the last five or six years so companies keep building more of them. He speaks with Tom Keene a...

7 Apr 201612min

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