Tariffs, Energy, and Banks

Tariffs, Energy, and Banks

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 19th, 2025
Featuring:

  • Alicia Levine, Head of Investment Strategy and Equity Advisory Solutions at BNY Wealth, joins to offer her outlook for equities and markets in 2025 amid political uncertainty and headwinds
  • Ed Morse, Senior Advisor at Hartree Partners, joins for an extended discussion on energy and the outlook for energy markets in a second Trump admin
  • Mike Mayo, Head: US Large Cap Bank Research at Wells Fargo, joins for an extended discussion on the banking sector and how big banks will perform in a second Trump term
  • Lisa Mateo on newspapers

See omnystudio.com/listener for privacy information.

Episoder(4322)

Single Best Idea with Tom Keene: Richard Clarida & Robert Schiffman

Single Best Idea with Tom Keene: Richard Clarida & 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 former Fed Vice Chair Richard Clarida & Robert Sch...

9 Feb 3min

Bloomberg Surveillance TV: February 9th, 2026

Bloomberg Surveillance TV: February 9th, 2026

Featuring: Cameron Dawson, Chief Investment Officer, NewEdge Wealth Amy Gower, Morgan Stanley Head of Metals and Mining Commodity Strategy Dana Peterson, Chief Economist, The Conference Board See om...

9 Feb 25min

Treasuries Fall as China Asks Banks to Limit US Bond Holdings

Treasuries Fall as China Asks Banks to Limit US Bond Holdings

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 SweeneyMonday, February 9th, 2026F...

9 Feb 38min

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

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