Single Best Idea with Tom Keene: Claudia Sahm & Tina Fordham
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm and Tina Fordham Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
12 Sep 3min
Bloomberg Surveillance TV: September 12th, 2025
Featuring: - John Stoltzfus, Oppenheimer & Co. Chief Investment Strategist - Robert Fishman, Moffettnathanson Senior Associate - Andrew Hollenhorst, Citigroup Global Markets Chief US EconomistSee omnystudio.com/listener for privacy information.
12 Sep 21min
The Week Ahead - The Fed Decision and President Trump's Trip to London
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 12th, 2025Featuring:1) Tina Fordham, founder at Fordham Global Foresight, previews President Trump's visit to England.2) Claudia Sahm, Chief Economist at New Century Advisors, looks ahead to the Fed meeting and interest rate decision. 3) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, talks about what's moving markets and why. 4) Lisa Mateo on Newspapers, looking at why teens are dropping hundreds on back-to-school Hauls, and how it's E-Bike maybe in London.See omnystudio.com/listener for privacy information.
12 Sep 29min
Single Best Idea with Tom Keene: Gershon Distenfeld & Anna Wong
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gershon Distenfeld & Anna Wong. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
11 Sep 5min
Bloomberg Surveillance TV: September 11th, 2025
- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Tiffany Wilding, Economist at PIMCO- Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR- Tom Michaud, CEO at KBW David Kelly, Chief Global Strategist at JPMorgan Asset Management and Tiffany Wilding, Economist at PIMCO, react to CPI and discuss inflation, the labor market, and the outlook for interest rates. Waldemar Szlezak, Partner and Global Head: Digital Infrastructure at KKR, joins to talk about AI and data center investing. Tom Michaud, CEO at KBW, joins to talk about his business operations, the economic environment, and remembering 9/11.See omnystudio.com/listener for privacy information.
11 Sep 27min
CPI Reaction and Outlook for Rate Cuts
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 11th, 2025Featuring:1) Constance Hunter, Chief Economist at EIU, Erin McLaughlin, Economist at The Conference Board, and Mike McKee, International Economics & Policy correspondent with Bloomberg News, react to CPI. Expectations that the Fed will resume monetary easing this month have soared in recent weeks, as data increasingly point to a US labor market under strain.2) Anna Wong, Chief Economist at Bloomberg Economics, brings us into the market open and talks about why the US may be and have been in a recession already. Recently, Anna Wong wrote that downward job revisions highlighted the American economy could currently be experiencing a recession.3) Sheila Kahyaoglu, Aerospace and Defense Equity Research Analyst at Jeffries, discusses defense and aerospace sectors and opportunities for investment.4) Heath Terry, Citi Head of Tech and Research, discusses data center and AI investing and becoming the first AI analyst on Wall Street.See omnystudio.com/listener for privacy information.
11 Sep 33min
Single Best Idea with Tom Keene: Michael Chui
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Michael Chui. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
10 Sep 4min
Bloomberg Surveillance TV: September 10th, 2025
- Jim Zelter, President at Apollo Global Management- French Hill, Chairman: House Financial Services Committee and Republican Rep: Arkansas- Dan Ives, Global Head: Technology at Wedbush Securities- Seth Carpenter, Chief Global Economist at Morgan Stanley Jim Zelter, President at Apollo Global Management, discusses the US economic outlook as well as inflation and the labor market. French Hill, Chairman: House Financial Services Committee and Republican Rep: Arkansas, discusses Fed Governor Lisa Cook and Republican economic and political priorities. Dan Ives, Global Head: Technology at Wedbush Securities, joins to discuss big tech and Apple's product reveal where he was on site in Cupertino. Seth Carpenter, Chief Global Economist at Morgan Stanley, reacts to PPI and discusses the outlook for the US economy.See omnystudio.com/listener for privacy information.
10 Sep 34min
