Single Best Idea with Tom Keene: Stuart Kaiser & Tony Crescenzi
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Stuart Kaiser of Citi & PIMCO’s Tony Crescenzi. 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 18th, 2025
Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management Stephanie Roth, Chief Economist at Wolfe Research Kay Herr, CIO: US GFICC at JPMorgan Asset Management Rep. French Hill, Chairman of the House Financial Services Committee Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses whether the resilient US consumer can sustain growth as credit stress mounts. Stephanie Roth, Chief Economist at Wolfe Research, gives her assessment of the US economy ahead of Thursday’s jobs report. Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses the Fed’s hawkish tone and how limited data may shape the December meeting. Rep. French Hill, Chairman of the House Financial Services Committee, talks potential tariff dividend checks and the state of play in post-shutdown Washington.See omnystudio.com/listener for privacy information.
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Markets Watch Fed Signals as Tech and Crypto Remain in Focus
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, November 18th, 2025Featuring:1) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, examines the pullback in retail and tech as investors brace for volatility around Fed policy.2) Angela Stent, Senior Fellow at the American Enterprise Institute, discusses proposed Senate legislation to sanction Russia's trading partners and President Trump's White House meeting with Saudi Arabia's Crown Prince Mohammed bin Salman.3) Randy Schwimmer, Vice Chair & Chief Investment at Churchill Asset Management, talks resilient private credit valuations and investor-friendly conditions extending into 2026.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Financial Times report on the UK's plan to ban resale of live event tickets above face value, and a Wall Street Journal story on how the world's most watched YouTube video has yet to make its creator rich.See omnystudio.com/listener for privacy information.
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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.
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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.
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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