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.

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Merk: Central banks have been trying to move markets with words

Merk: Central banks have been trying to move markets with words

Merk Investment's Axel Merk sits down to discuss the BOJ and central banks trying to move markets with forward guidance on Bloomberg Surveillance with Michael McKee and David Gura.See omnystudio.com/l...

28 Apr 201611min

Emanuel: We are positive on healthcare

Emanuel: We are positive on healthcare

UBS's Julian Emanuel weighs in on the healthcare sector after Abbott Laboratories announced plans to buy St. Jude Medical for about $25 billion on Bloomberg Surveillance with Michael McKee and David G...

28 Apr 201620min

Miller: The spillover effect seems to be moderate

Miller: The spillover effect seems to be moderate

Nuveen Investments' John Miller discusses Puerto Rican bonds and how it is likely that most of the payments will be missed on May 1st. He speaks with Michael McKee and Francine Lacqua on Bloomberg Sur...

27 Apr 201611min

Wieser: The Yahoo auction process is a real process now

Wieser: The Yahoo auction process is a real process now

Pivotal Research Group's Brian Wieser discusses Yahoo making a deal and how the board might find it in their interest to not be as aggressive. He speaks with Michael McKee and Francine Lacqua.See omny...

27 Apr 20163min

King: The worst event in politics is when people make a mistake

King: The worst event in politics is when people make a mistake

Polioptics' Josh King discusses his boook "Off Script: An Advance Man's Guide to the White House Stagecraft, Campaign Spectacle, and Political Suicide. He speaks with Michael McKee and Francine Lacqua...

27 Apr 201612min

Gonzalez: The dollar spike was a concern on exports

Gonzalez: The dollar spike was a concern on exports

Manulife Asset Managements' Oscar Gonzalez discusses the dollar and it's impact on the economy. He speaks with Michael McKee and Francine Lacqua on Bloomberg Surveillance.See omnystudio.com/listener f...

27 Apr 201622min

Weber: Trump departs from Republican Party beliefs

Weber: Trump departs from Republican Party beliefs

Mercury Public Affairs' Vin Weber discusses the recent primary elections and the sweeping victory of Donald Trump of five states. He speaks with Michael McKee and Francine Lacqua on Bloomberg Surveill...

27 Apr 201620min

Kotok: Japan equity risk premium double that of U.S.

Kotok: Japan equity risk premium double that of U.S.

Cumberland Advisors' David Kotok sits down to discuss Japanese equities ahead of the BOJ meeting on Bloomberg Surveillance with Michael McKee and Francine Lacqua.See omnystudio.com/listener for privac...

27 Apr 201622min

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