Bloomberg Surveillance

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 Sweeney Thursday, November 5th, 2026 Featuring: 1) Erin Covey, Editor: US House with Cook Political Report, talks about Republican infighting post-Midterms and what the Democratic Congress strategy will be the next two years. 2) Christopher Hodge, Chief US Economist with Natixis, previews tomorrow's jobs report and why the near-term trajectory for economic policies won't change much post-election. 3) Brad Warden, Senior Portfolio Manager of Science and Tech Funds at Nomura, talks AI cycle rotations, where we are in the AI buildout, and where it could diverge post-Midterms. 4) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, talks why the Blue Tsunami is proving good for many risk assets. See omnystudio.com/listener for privacy information.

Featuring: Julian Emanuel, Senior Managing Director, Chief Equity & Quantitative Strategist at Evercore ISI Libby Cantrill, Managing Director & Head of Public Policy at PIMCO Daleep Singh, Vice Chair & Chief Global Economist at PGIM See omnystudio.com/listener for privacy information.

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 Sweeney Wednesday, November 4th, 2026 Featuring: 1) Patrick McHenry, Bloomberg Contributor and former House Speaker Tempore/Republican North Carolina Congressman, joins to talk the so-called Blue Wave and what's next for Republicans. 2) Libby Cantrill, Managing Director: Public Policy at PIMCO, talks policy initiatives and whether President Trump will work with Democrats or become Mr. Veto. 3) Mara Karlin, former U.S. Assistant Secretary of Defense for Strategy, Plans, and Capabilities, talks about how national security strategy and the Iran war will shift with Dems . 4) Leslie Vinjamuri, President & CEO at Chicago Council on Global Affairs, wraps the big night for Democrats and what a so-called Blue Wave means for 2028. 5) Joe Lavorgna, Chief Economist with SMBC Nikko Securities, talks about the economic effects of a so-called Blue Wave and…

Featuring: Bob Michele, Managing Director, CIO & Head: GFICC at JP Morgan Investment Management Tobin Marcus, Head of US Policy & Politics at Wolfe Research Dan Ives, Senior Managing Director & Partner at Yorkville Ives & Co. See omnystudio.com/listener for privacy information.

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 Sweeney Tuesday, November 3rd, 2026 Featuring: 1) Meredith Whitney, CEO at Meredith Whitney Advisory Group, joins to open the market and talk about consumer strain is driving voters to the polls in this election cycle 2) Joe Quinlan, Chief Market Strategist at Bank of America, talks the CapEx boom and what questions investors should be asking themselves. 3) Joe Lavorgna, Chief Economist at SMBC Nikko Securities, joins to discuss his note on the potential of a Midterm Blue Tsunami. 4) Heath Terry, Head of Tech and Communication Research at Citi, talks tech and AI earnings, developing agentic technology, and the CapEx supercycle. See omnystudio.com/listener for privacy information.

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 Sweeney Monday, November 2nd, 2026 Featuring: 1) Jordan Jackson, Global Market Strategist at JPMorgan Asset Management, talks the overblown AI selloff and duration at work. 2) Steve Englander, Global Head of G10 FX Research and of North America Strategy for Standard Chartered Bank, talks about why markets are favoring Congressional gridlock in this election. 3) Paisley Nardini, Head: Investment Strategy at Tema ETFs, talks how ETF flows are being affected by election and AI trades. 4) Amy Wu Silverman, Head: Derivatives Strategy at RBC, brings us into the market open and talks the hyperscaler shift. See omnystudio.com/listener for privacy information.

Featuring: Dr. Edward Yardeni, President & Chief Investment Strategist of Yardeni Research Jessica Taylor, Senate & Governors Editor at The Cook Political Report Robert Doll, President, CEO & CIO at Crossmark Global Investments See omnystudio.com/listener for privacy information.

From credible networks to the people willing to vouch for you, this episode explores how leaders build relationships, establish credibility and create opportunity in unfamiliar markets. Hear from Parag Khana, founder and CEO of AlphaGeo; Danny Yeung, CEO and co-founder of Prenetics; Jasmine El-Gamal, founder and CEO of Averos Strategies; Danielle Johnson, Global Head of Institutional Clients at HSBC; and Jorge Arce, CEO of HSBC Mexico on why trust takes time to earn, and how strong relationships can become a powerful form of capital. This episode is sponsored by HSBC. See omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Veda Partners Co-Founder & Managing Partner Henrietta Treyz, JPMorgan Asset Management Chief Retirement Strategist Michael Conrath, and Author "The Everywhere Millionaire" Owen Zidar. See omnystudio.com/listener for privacy information.

Featuring: Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Nela Richardson, Chief Economist & ESG Officer at ADP Milissa Hutchinson, Head of US Wealth at Nomura See omnystudio.com/listener for privacy information.

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 Sweeney Friday, October 30th, 2026 Featuring: 1) Kay Haigh, CIO: Fixed Income at Goldman Sachs, talks AI debt issuance and market capacity for tech debt, as well as Fed and ECB outlook. 2) Darius Dale, founder and CEO of macro-research firm 42 Macro, talks active market themes and the equity push and pull of continued growth and inflation/tech spending concerns. 3) Richard Portes, professor at London Business School, discusses Christine Lagarde's ECB legacy and whether current ECB policy is too loose . 4) Natasha Sarin, co-founder at the Yale Budget Lab, discusses her NYT column on affordability in the upcoming Midterm and how eco policy is front and center ahead of Tuesday. See omnystudio.com/listener for privacy information.

Featuring: Mike Feroli, Chief US Economist at JPMorgan Gargi Chaudhuri, Global Chief Investment Strategist: Investment and Portfolio Solutions at BlackRock James Bullard, Former President of the Federal Reserve Bank of St. Louis & Dean of the Purdue University Mitch Daniels School of Business See omnystudio.com/listener for privacy information.

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 Sweeney Thursday, October 29th, 2026 Featuring: 1) Darrell Cronk, CIO: Wealth and Investments at Wells Fargo and Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, react to today's inflation and growth data. 2) Ed Morse, Special Advisor at Hartree Partners, joins for a discussion on upside and downside risks to energy prices as well as refinery concerns. 3) Jeetu Patel, Chief Product Officer at Cisco, joins to talk agentic AI and where the AI trade is headed as a results. 4) Libby Cantrill, Managing Director: Public Policy at PIMCO, talks about the outlook for Congress and executive orders post-Midterms See omnystudio.com/listener for privacy information.

Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials left interest rates unchanged and reiterated their commitment to containing inflation without offering a clear signal they might raise rates at their next meeting in December. But Fed Chairman Kevin Warsh, in a press conference that followed the decision, said officials have “made clear our readiness to act as circumstances require, and we have shown our willingness to act.” See omnystudio.com/listener for privacy information.

Featuring: Gita Gopinath, Former IMF Deputy Managing Director Brian Gardner, Chief Washington Policy Strategist at Stifel Lisa Shalett, CIO at Morgan Stanley Wealth Management See omnystudio.com/listener for privacy information.

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 Sweeney Wednesday, October 28th, 2026 Featuring: 1) Constance Hunter, Chief Economist at EIU, joins for a Fed preview and talks about where we are in the rate hiking cycle. 2) Dominic Konstam, Head: Macro Strategy at Mizuho, discusses the Fed's rate hike predicament post-today's meeting. 3) David Schassler, Head: Multi-Asset Solutions at VanEck Funds, talks gold, commodities, and outlook for the AI trade ahead of tech earnings. 4) Ed Ludlow, host of Bloomberg Tech, gives us a preview of this week's big tech earnings. See omnystudio.com/listener for privacy information.

Featuring: Ludovic Subran, CIO & Chief Economist at Allianz Lieutenant General (Ret.) Karen Gibson, Geopolitical Group Member at Academy Securities Robert Kaplan, Vice Chair at Goldman Sachs and former Dallas Fed President See omnystudio.com/listener for privacy information.

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 Sweeney Tuesday, October 27th, 2026 Featuring: 1) Robert Kaplan, Vice Chairman at Goldman Sachs and former President of the Dallas Fed, talks about the outlook for monetary policy, the US economy, and the Fed's rate hiking cycle. 2) Gary Gensler, former SEC Chair and MIT Professor, talks the Anthropic IPO, the Fed, and how the Midterms could reshape US policy. 3) Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley, talks about his S&P call and the earnings driven market. 4) Colin Graham, Head of Multi-Asset Strategies at Robeco, discusses the "uncomfortable sweet spot" for markets and the real debate over nominal growth. See omnystudio.com/listener for privacy information.

Featuring: Noah Weisberger, Chief US Equity Strategist at BCA Research Neil Dutta, Head of US Economic Research at Renaissance Macro Jessica Taylor, Senate and Governors Editor at The Cook Political Report See omnystudio.com/listener for privacy information.

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, October 26th, 2026 Featuring: 1) Peter Tchir, Head of Macro Strategy at Academy Securities, joins to discuss credit spreads across markets and how cost of capital and stubborn energy prices are rippling through markets. 2) Nate Thooft, Global CIO for the Multi-Asset Solutions Team and Senior Portfolio Manager for Manulife Investment Management, talks the three themes connecting markets. 3) Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, talks about the intersection of geopolitics and the Midterms. 4) Ella Gude, Head of Investment Strategy and Asset Allocation at BNY Advisors, talks the expansionary market regime and the upward pressure on equities. See omnystudio.com/listener for privacy information.

Anthropic filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public. The company behind Claude expects to begin trading on the Nasdaq Global Select Market under the symbol ANT, a filing Monday with the US Securities and Exchange Commission showed. For instant reaction, Bloomberg's Paul Sweeney and Jess Menton speak with Bloomberg Executive Editor for Global Tech Peter Elstrom and Bloomberg Intelligence Senior Tech Analyst Mandeep Singh. See omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's show features: Whitney Tilson, Stansberry Research Editor Stephanie Guild, Robinhood Chief Investment Officer See omnystudio.com/listener for privacy information.

Featuring: Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab Dan Ives, Senior Managing Director & Partner at Yorkville Ives & Co. Rebecca Babin, Managing Director & Senior Equity Trader at CIBC Private Wealth Group See omnystudio.com/listener for privacy information.

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 Sweeney Friday, October 23rd, 2026 Featuring: 1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management, talks Fed communication and what upcoming data will tell us about US inflation. 2) Celine Woo, Portfolio Manager at Lazard Asset Management, talks finding opportunities amid a tech pullback and how Agentic AI is an inflection point for further AI adoption. 3) Masa Takeda, Portfolio Manager for SPARX Asset Management, talks overseas opportunities in Japan and how global bond rallies could drive investors to different markets. 4) Jason Wu, assistant director at the IMF’s global markets analysis division, brings us into the market open and talks about his latest findings on Global Financial Stability as well as monetary policy risks. 5) Bruce Wolfe, Senior VP: Wealth Solution Leader at Alight, talks managing…

Featuring: Cameron Dawson, Chief Investment Officer at NewEdge Wealth Torsten Slok, Partner & Chief Economist at Apollo Management Tom Doxey, Executive VP & CFO of Southwest Airlines See omnystudio.com/listener for privacy information.

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 Sweeney Thursday, November 22nd, 2026 Featuring: 1) George Noble, Managing Partner at Noble Capital Advisors, discusses the rising cost of capital and why he sees AI as a historic capital misallocation. 2) Dan Tannebaum, Partner at Oliver Wyman and Senior Fellow at the Atlantic Council, on the state of relations between Kyiv and Washington as Russia teases new peace talks. 3) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, examines the driving forces behind rising Treasury yields and record fixed income flows. 4) Gautam Mukunda, Lecturer at the Yale School of Management & Bloomberg Opinion Columnist, on voter sentiment as US midterm elections near. See omnystudio.com/listener for privacy information.

Featuring: Matt Stucky, VP & Chief Portfolio Manager: Equities at Northwestern Mutual George Pollack, Senior Analyst: US Policy at Signum Global Advisors Alicia Reese, Senior VP: Equity Research at Wedbush Securities See omnystudio.com/listener for privacy information.

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 Sweeney Wednesday, October 21st, 2026 Featuring: 1) Julia Coronado, president and founder at Macropolicy Perspectives 2) Jennifer Lawless, professor at University of Virginia 3) Sean Henry, CEO an founder at STORD 4) Damian Sassower, Chief EM Strategist with Bloomberg Intelligence AND Michael Dean, Bloomberg Intelligence auto analyst See omnystudio.com/listener for privacy information.

Featuring: Angelo Kourkafas, Senior Global Investment Strategist at Edward Jones Edward Mills, Managing Director & Washington Policy Analyst for Raymond James Dave McKay, President & CEO of the Royal Bank of Canada See omnystudio.com/listener for privacy information.

Featuring: Peter Tchir, Head: Macro Strategy at Academy Securities Jessica Taylor, Senate & Governors Editor at The Cook Political Report Aditya Bhave, Managing Director & Head of US Economics Research at Bank of America Securities See omnystudio.com/listener for privacy information.

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 Sweeney Monday, October 19th, 2026 Featuring: 1) Anwita Bahuguna, Global Co-CIO Asset Management at Northern Trust, discusses market risks to watch and asset allocation. 2) Violeta Todorova, Senior Research Analyst at Leverage Shares, discusses the tech selloff, a possible rebound, and gold and Bitcoin. 3) Ben McMillan, founder and CIO at IDX Advisors, talks rates, AI demand, and an equity push higher. 4) Oscar de Bok, CEO of DHL Global Forwarding, talks how global shipping is fairing amid hot wars in Iran and Ukraine. See omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Wells Fargo Chief Economist Tom Porcelli, Miller Samuel Co-Founder Jonathan Miller, and Brown Harris Stevens CEO Bess Freedman. See omnystudio.com/listener for privacy information.

Featuring: Keith Lerner, Chief Investment Officer at Truist Dominique Toublan, Managing Director & Head of US Credit Strategy at Barclays Rick Wurster, President & CEO of Charles Schwab See omnystudio.com/listener for privacy information.

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 Sweeney Friday, October 16th, 2026 Featuring: 1) Rick Wurster, CEO of Charles Schwab, discusses the bank's recent performance and strategies going forward as well as AI integration. 2) Bob Hormats, Vice Chair at Kissinger Associates, joins to talk US-China relations, the war in Iran, and the global AI race. 3) Dan Ives, Partner at Yorkville & Ives, talks CoreWeave and the tech bull case. 4) Molly Pieroni, Partner at Yacktman Asset Management, offers her stock picks and talks value investing in an inflationary environment. See omnystudio.com/listener for privacy information.

Featuring: Sebastien Page, CIO & Co-Head of Global Investments at T. Rowe Price Ted Mortonson, Managing Director: Tech Strategist at Baird Libby Cantrill, Head of Public Policy at PIMCO See omnystudio.com/listener for privacy information.

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 Sweeney Thursday, October 15th, 2026 Featuring: 1) David Katz, CIO at Matrix Asset Advisors, Dana Telsey, Founder at Telsey Advisory Group, and Ross Mayfield, Investment Strategist at Baird Private Wealth, react to PPI and CPI. 2) Wei Li, Global Chief Investment Strategist at BlackRock, offers her outlook for global equities and inflation. 3) Winnie Cisar, Global Head: Strategy at CreditSights, discusses rising bond yields across the globe and the question of rates. 4) Libby Cantrill, Managing Director: Public Policy at PIMCO, previews the Midterms and issues driving voters to the polls. See omnystudio.com/listener for privacy information.

Featuring: Cameron Dawson, CIO of NewEdge Wealth Lt. General (Rt.) Karen Gibson, Advisor at Academy Securities James Bullard, Dean of the Purdue University Business School, and former St. Louis Fed President See omnystudio.com/listener for privacy information.

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 Sweeney Wednesday, October 14th, 2026 Featuring: 1) Eric Winograd, Chief Economist at AllianceBernstein, David Rosenberg, founder at Rosenberg Research, Jim Bianco, founder at Bianco Research, and Rob Sockin, Chief US Economist at PGIM Credit react to CPI and talk US inflation. 2) Ted Mortonson, Managing Director: Technology at Baird, talks about his outlook for tech and the AI trade 3) Ernesto Revilla, Chief Economist: Latin America at Citi, talks about his call that Latin America's economies are "poised for take-off." See omnystudio.com/listener for privacy information.

Featuring: Mike Wilson, CIO & Chief US Equity Strategist for Morgan Stanley Sarah Kunst, Managing Director & Founder of Cleo Capital George Saravelos, Managing Director & Global Head: FX Research at Deutsche Bank See omnystudio.com/listener for privacy information.

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 Sweeney Tuesday, October 13th, 2026 Featuring: 1) Ed Yardeni, President at Yardeni Research, talks about his S&P call, bond vigilantes, and what could hold back to the equity melt up. 2) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on her S&P outlook and market choppiness. 3) Ellen Fraser, Partner at Baringa, joins to discuss rising oil prices and whether diesel prices will come down with Russian diesel on the market. 4) David Reich, founder at Fambot, talks about developing a real life AI-use case and where we might see more AI integration in daily life. See omnystudio.com/listener for privacy information.

Featuring: Norman Roule, Senior Advisor: Warfare & Terrorism Program at Center for Strategic & International Studies Dr. Amrita Sen, Director of Market Intelligence & Founder of Energy Aspects Torsten Slok, Partner & Chief Economist of Apollo Management See omnystudio.com/listener for privacy information.

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 Sweeney Monday, October 12th, 2026 Featuring: 1) Matt King, founder at Satori Insights, talks climbing bond yields, who's buying Treasuries, and how much pressure bonds are actually under. 2) Ken Leon, Global Director of Research at CFRA, previews big bank earnings this week. 3) Larry McDonald, founder at The Bear Traps Report, joins for an extended discussion on bond market stress, equity moves, and political eco risks. 4) Selma Hepp, Chief Economist at Cotality, talks home sales and the outlook for mortgage rates and refinancing. See omnystudio.com/listener for privacy information.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's show features Peter Orszag, Lazard CEO & Chairman, Anastasia Amoroso, Chief Investment Strategist, Partners Group and more. See omnystudio.com/listener for privacy information.

Featuring: George Goncalves, Managing Director & Head of US Macro Strategy at MUFG Securities Sheila Kahyaoglu, Managing Director of Equity Research at Jefferies Thierry Wizman, Director of Global Currencies & Interest Rate Strategist at Macquarie See omnystudio.com/listener for privacy information.

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 Sweeney Friday, October 9th, 2026 Featuring: 1) Thierry Wizman, Director: Global Currencies & Interest Rate Strategist at Macquarie, joins to talk the Fed, rising rates and yields across the globe, and a French crisis. 2) Ben Kallo, Senior Research Analyst: Sustainable Energy and Mobility at Baird, talks choppiness and trends in sustainable energy and companies he likes in the space. 3) Jurrien Timmer, Director: Global Macro Fidelity Management & Research, joins to chat about the market's opposing forces. 4) Monica Guerra, Head: US Policy at Morgan Stanley Wealth Management, joins to chat about her latest midterm report. See omnystudio.com/listener for privacy information.

Featuring: Dr. Edward Yardeni, President & Chief Investment Strategist at Yardeni Research Ed Al-Hussainy, Portfolio Manager: Fixed Income at Columbia Threadneedle Dr. Nela Richardson, Chief Economist & ESG Officer at ADP See omnystudio.com/listener for privacy information.

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 Sweeney Thursday, October 8th, 2026 Featuring: 1) Virginie Maisonneuve, founder at Maisonneuve Global Advisors, joins to discuss the global economic outlook and US inflation and repricing. 2) Kay Herr, Managing Director and CIO: US GFICC at JPM Investment Management, talks the back-up in yields and the Fed's rate hiking cycle. 3) Tobin Marcus, Head of Public Policy and Politics at Wolfe Research, looks ahead to the Midterms and talks his Blue Wave skepticism. 4) Leslie Paltz-Guzman, founder at Energy Vista, talks LNG, oil, and global energy output outlook heading into winter. See omnystudio.com/listener for privacy information.

Featuring: Alicia Levine, Chief Investment Officer at BNY Wealth Olivia Wassenaar, Partner & Head of Apollo Infrastructure Group at Apollo Global Management Mark Cabana, Head of US Short Rates Strategy at Bank of America Securities See omnystudio.com/listener for privacy information.

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 Sweeney Wednesday, October 7th, 2026 Featuring: 1) Alicia Levine, CIO at BNY Wealth, on her S&P call and market outlook for 2H 2026. 2) Chuck Clough, Chairman at Clough Capital, talks about what he's seeing in current markets and whether we're facing an AI bubble. 3) Fatima Boolani, Co-Head of Software Equity Research at Citi, discusses software stocks and whether they face an existential AI threat. 4) Kyra Fecteau, Fixed Income Portfolio Manager at Wellington Management, brings us into the market open and talks about whether the bond selloff will bleed into equities. See omnystudio.com/listener for privacy information.

Featuring: Greg Boutle, Head of US Equity & Derivative Strategy at BNP Paribas George Pollack, Senior Analyst: US Policy at Signum Global Advisors Tiffany Wilding, Managing Director & Economist at PIMCO See omnystudio.com/listener for privacy information.