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 20th, 2026

Featuring:

1) John Mowrey, CIO at NFJ Investment Group, joins for a discussion on stocks, the outlook for inflation, and the AI trade.

2) Freya Beamish, Chief Economist and Head: Macro-Research at TS Lombard, discusses global inflation and central bank quagmires. 

3) Tyler Radke, Co-Head US Software Equity Research at Citi, on CoreWeave's debt concerns and whether the AI trade will eventually lead to a permanent SaaS-pocalypse. 

4) Frances Donald, Chief Economist at RBC, discusses labor concerns, AI, and the outlook for inflation. 

5) Dana Telsey, founder at Telsey Advisory Group, discusses her new findings on how GLP-1s are changing consumer behavior.

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 &amp; Paul Sweeney Tuesday, October 20th, 2026
Featuring:
1) John Mowrey, CIO at NFJ Investment Group, joins for a discussion on stocks, the outlook for inflation, and the AI trade.
2) Freya Beamish, Chief Economist and Head: Macro-Research at TS Lombard, discusses global inflation and central bank quagmires.&nbsp;
3) Tyler Radke, Co-Head US Software Equity Research at Citi, on CoreWeave's debt concerns and whether the AI trade will eventually lead to a permanent SaaS-pocalypse.&nbsp;
4) Frances Donald, Chief Economist at RBC, discusses labor concerns, AI, and the outlook for inflation.&nbsp;
5) Dana Telsey, founder at Telsey Advisory Group, discusses her new findings on how GLP-1s are changing consumer behavior.

Listen for the latest in finance, economics and investment. 

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. 

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. 

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.&nbsp; Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.&nbsp;

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

AI and Bond Fears

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c742275b-1a32-4790-832f-b4e900eb425a/transcript