Single Best Idea with Tom Keene: Jeffrey Cleveland & David Malpass
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Payden & Rygel’s Jeffrey Cleveland & former World Bank President David Malpass. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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Bloomberg Surveillance TV: November 20th, 2025
Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management Nela Richardson, Chief Economist at ADP Saira Malik, Chief Investment Officer at Nuveen Angelo Zino, Senior Equity Analyst at CFRA Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management and Nela Richardson, Chief Economist at ADP, react to the long-awaited September jobs report. Saira Malik, Chief Investment Officer at Nuveen, shares her outlook for the Fed’s path ahead following Thursday’s read on the labor market. Angelo Zino, Senior Equity Analyst at CFRA, gives his perspective on the tech sector after strong earnings from Nvidia quelled investor fears over an AI bubble.See omnystudio.com/listener for privacy information.
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September US Payroll Gain Beats Most EstimatesSeptember US Payroll Gain Beats Most Estimates
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, November 20th, 2025Featuring:1) Jeffrey Cleveland, Director and Chief Economist at Payden & Rygel, reacts to the September US jobs report.2) David Malpass, former President at the World Bank, on why cautious rate cuts may backfire by tightening financial conditions and slowing growth.3) Marta Norton, Chief Investment Strategist at Empower, on how Nvidia’s results reaffirm AI demand and stabilize markets amid volatility.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the first round of bids for Warner Bros. Discovery expected today, and a Wall Street Journal piece on the 10 'subtle signs' that you are ready to retire.See omnystudio.com/listener for privacy information.
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Bloomberg Tech Special: Nvidia CEO Jensen Huang on Upbeat Forecast
Nvidia CEO Jensen Huang discusses the "off the charts" sales of the Blackwell advanced graphics processing unit (GPU), the company's new Vera Rubin platform and the outlook for demand from China with Bloomberg Tech co-host Ed Ludlow, in a special conversation as heard on Bloomberg TV and Radio.See omnystudio.com/listener for privacy information.
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Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble
Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $65 billion in the fiscal fourth quarter, which runs through January, the chipmaker said in a statement Wednesday. Analysts had estimated $62 billion on average, with some predictions ranging as high as $75 billion. The outlook signals that demand remains strong for Nvidia’s artificial intelligence accelerators, the pricey and powerful chips used to develop AI models. Nvidia has faced growing fears that the runaway spending on such equipment isn’t sustainable. Nvidia shares gained about 4% in late trading after the report was released. They had been up 39% this year through the close.For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Jay Goldberg, Senior Analyst, Semiconductors & Electronics with Seaport Research Partners Bloomberg Tech Co-Host Ed Ludlow Bloomberg News Big Tech Team Leader Sarah Frier 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.
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