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(4303)

Steel:Gold is a highly regarded asset

Steel:Gold is a highly regarded asset

HSBC's James Steel says you need a tinge of caution in the market and that Gold is a highly regarded asset and performs very well when other things do not. He speaks with Tom Keene and Barry Ritholtz ...

28 Mar 201619min

Mortimer-Lee:we are above trend at the moment

Mortimer-Lee:we are above trend at the moment

BNP Paribas' Paul Mortimer-Lee says the economy is very reliant on the consumer. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy informatio...

28 Mar 201622min

Jones:have an allocation to all the major asset classes

Jones:have an allocation to all the major asset classes

Charles Schwab's Kathy Jones says to tactically trade you want to underweight the things that are going to be doing the worse and aften times that changes year to year. She speaks with Tom Keene and B...

28 Mar 20168min

Shearing:we have to pay more attention to EM

Shearing:we have to pay more attention to EM

Captial Economists' Neil Shearing feels this year there will be a turn around lead by China and that they are critical to commodity and manufacturers. He sits with Tom Keene and Barry Ritholtz on Bloo...

28 Mar 201612min

Kimball: negative interest rates and GDP

Kimball: negative interest rates and GDP

University of Michigans' Miles Kimball discusses negative interest rates and how it's just an extension of positive interest rates as well as real GDP versus GDP plus inflation. He speaks with Tom Kee...

24 Mar 201619min

Levitt: perspective on how Trump courts Wall Street

Levitt: perspective on how Trump courts Wall Street

Former SEC Chairman Arthur Levitt speaks on how Trump can be bad for banks and has unclear policies. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener f...

24 Mar 201612min

Roberts: Trump needs to become more presidential, serious

Roberts: Trump needs to become more presidential, serious

Saatchi & Saatchi's Kevin Roberts weighs in on Trump's image and his need to become more presidential on Bloomberg Surveillance with Tom Keene and Francine Lacqua.See omnystudio.com/listener for priva...

24 Mar 201622min

Ward: we don't own banks anymore after cloudy recovery

Ward: we don't own banks anymore after cloudy recovery

Gamco's Howard Ward weighs in on why he doesn't own any bank stocks after the recovery in banks has been clouded by regulatory efforts on Bloomberg Surveillance with Tom Keene and Francine Lacqua.See ...

24 Mar 201620min

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