Equity and Credit Trends

Equity and Credit Trends

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, June 2, 2026
Featuring:

1) Francois Trahan, Chief Investment Strategist at BMO Capital Markets, talks about the macro forces that could alter market consensus.
2) Professor Michael Gatto, partner at Silver Point Capital and professor at Columbia University and Fordham, talks about how his book, "The Credit Investor's Handbook" for credit analysts and other headlines across the credit, private credit, and distressed debt landscape.
3) Ted Mortonson, Managing Director: Technology at Baird, talks tech headlines, software rebound, and the historic bull run in chip stocks.
4) Matt King, founder at Satori Insights, talks about his findings on AI utility with an extensive look at Claude Code, and how he expects its impact to ripple through markets.

See omnystudio.com/listener for privacy information.

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Episoder(4528)

Single Best Idea with Tom Keene: Torsten Slok and Rebecca Homkes

Single Best Idea with Tom Keene: Torsten Slok and Rebecca Homkes

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Torsten Slok and Rebecca Homkes Watch Tom and Paul L...

4 Jun 2min

Bloomberg Surveillance TV: June 4th, 2026

Bloomberg Surveillance TV: June 4th, 2026

Featuring: Thomas Pigott, US State Department Spokesperson Dr. Betsey Stevenson, Professor of Public Policy & Economics at the University of Michigan Tracie McMillion, Head of Global Asset Allocation...

4 Jun 19min

Testing the AI Trade; US-Iran Peace Talks Continue

Testing the AI Trade; US-Iran Peace Talks Continue

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 June 4, 2026Featur...

4 Jun 36min

Single Best Idea with Tom Keene: Drew Matus and Dean Curnutt

Single Best Idea with Tom Keene: Drew Matus and Dean Curnutt

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Drew Matus & Dean Curnutt. Watch Tom and Paul LIVE e...

3 Jun 4min

Bloomberg Surveillance TV: June 3rd, 2026

Bloomberg Surveillance TV: June 3rd, 2026

Featuring: Cameron Dawson, CIO of Newedge Wealth Libby Cantrill, Managing Director & Head of Public Policy at PIMCO Former US Vice President Mike Pence See omnystudio.com/listener for privacy informa...

3 Jun 26min

The US Market and Economic Picture

The US Market and Economic Picture

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 SweeneyWednesday, June 3, 2026Feat...

3 Jun 36min

Bloomberg Surveillance TV: June 2nd, 2026

Bloomberg Surveillance TV: June 2nd, 2026

Featuring: Kit Juckes, Chief FX Strategist & Head: Foreign Exchange Strategy at Societe Generale Momei Qu, Managing Director: PSP Growth at PSP Capital Partners Monica Dicenso, Head of Global Investm...

2 Jun 16min

Single Best Idea with Tom Keene: Ted Mortonson and Francis Gannon

Single Best Idea with Tom Keene: Ted Mortonson and Francis Gannon

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ted Mortonson and Francis Gannon. Watch Tom and Paul...

2 Jun 2min

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