Single Best Idea with Tom Keene: Henrietta Treyz & Ron Josey
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Henrietta Treyz of Veda Partners & Citi's Ron Josey.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
--------
2:37
--------
2:37
Bloomberg Surveillance TV: November 17th, 2025
Torsten Slok, Chief Economist at Apollo Global Management Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Terry Haines, Founder at Pangaea Policy Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank Torsten Slok, Chief Economist at Apollo Global Management, shares his expectations for the first official post-shutdown US economic data due Thursday. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on what Nvidia’s earnings will mean for the broader tech sector. Terry Haines, Founder at Pangaea Policy, discusses President Trump’s willingness to back proposed Senate legislation to sanction countries doing business with Russia. Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, on balancing productivity gains from AI with persistent inflation pressures.See omnystudio.com/listener for privacy information.
--------
25:40
--------
25:40
Stocks Rise at Start of Week as Nvidia, Data Await
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, November 17th, 2025Featuring:1) Michael Purves, CEO at Tallbacken Capital Advisors, discusses deepening labor market divides and slowing wage growth across income levels.2) Glenn Hubbard, Dean Emeritus at Columbia Business School, discusses the impact of artificial intelligence and Fed independence on the US economy.3) Sir Howard Stringer, Former Non-Executive Director on BBC's Board of Directors and Former Chairman of Sony, on President Trump's brewing legal battle with the BBC.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a review from The Telegraph on how Demi Moore 'steels' the show in season 2 of Paramount Plus' Landman, and a Wall Street Journal story on how the ultra-rich are spending a fortune to live in extreme privacy.See omnystudio.com/listener for privacy information.
--------
38:40
--------
38:40
Bloomberg Surveillance TV: November 14th, 2025
Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Bill Beach, Former Bureau of Labor Statistics Commissioner Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management and President of Wells Fargo Investment Institute Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, explains why she’s warning clients not to chase the market. Bill Beach, Former Bureau of Labor Statistics Commissioner, discusses what may come alongside the return of official US economic data. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP, reacts to the White House’s plans to unveil a number of new tariff exemptions and trade frameworks. Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management and President of Wells Fargo Investment Institute, shares his “three I’s” approach to digesting Fed policy signals.See omnystudio.com/listener for privacy information.
--------
27:02
--------
27:02
Traders Pare Bets on December Fed Cut
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaFriday, November 14th, 2025Featuring:1) Seema Shah, Chief Global Strategist at Principal Asset Management, discusses market uncertainty and economic divides in a data scarce environment. 2) Francisco Blanch, Head of Global Commodities and Derivatives Research at Bank of America Securities, highlights how mean reversion and carry themes defining year end strategy. 3) Hessam Nadji, CEO of Marcus & Millichap, discusses retail real estate resurgence and investor optimism heading into 2026. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on Paramount, Comcast, and Netflix preparing bids for Warner Bros. Discovery, and a Bloomberg News story on how the Miss Universe Pageant has erupted into a power struggle between organizers.See omnystudio.com/listener for privacy information.
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
México