Michael O'Rourke of Jonestrading suggests being selective, saying, "I'd be cautious about chasing the S&P 500 itself." Clint Henderson of The Points Guy says people are traveling further and for longer, and should be looking for international bargains. Jonathan Miller of Miller Samuel discusses the real estate outlook for 2025, including how behavior might change from potential homebuyers.

Michael O'Rourke of Jonestrading suggests being selective, saying, "I'd be cautious about chasing the S&amp;P 500 itself." Clint Henderson of The Points Guy says people are traveling further and for longer, and should be looking for international bargains. Jonathan Miller of Miller Samuel discusses the real estate outlook for 2025, including how behavior might change from potential homebuyers.

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

Bloomberg Surveillance TV: December 23, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5eaf053c-f746-4804-b4ee-b24f0109a6f8/transcript

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Vontobel’s Chairman of the Board Andreas Utermann & Patrick Murphy, former Under Secretary of the US Army and Executive Director of Geopolitical Advisory at Hilco Global.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.&nbsp;
In this episode, we feature our conversations with Vontobel&rsquo;s Chairman of the Board Andreas Utermann &amp; Patrick Murphy, former Under Secretary of the US Army and Executive Director of Geopolitical Advisory at Hilco Global.
Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>

Single Best Idea with Tom Keene: Andreas Utermann & Patrick Murphy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f26ad628-71b9-4890-840a-b40900fad09e/transcript

Featuring:
Nate Thooft, CIO of Equities & Multi-Asset Solutions at Manulife Investment Management
Marc Short, Former Chief of Staff to Former US Vice President Mike Pence
Abigail Watt, US Economist for UBS Securities

Featuring:
<ul>
<li>Nate Thooft, CIO of Equities &amp; Multi-Asset Solutions at Manulife Investment Management</li>
<li>Marc Short, Former Chief of Staff to Former US Vice President Mike Pence</li>
<li>Abigail Watt, US Economist for UBS Securities</li>
</ul>

Bloomberg Surveillance TV: March 10th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cfbf11fe-2b5a-45a1-9197-b4090101662e/transcript

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 & Damian Sassower
Tuesday, March 10th, 2026

Featuring:
1) Ed Yardeni, President & Founder at Yardeni Research, on why he sees increased odds of a US market meltdown.
2) Patrick Murphy, Executive Director of Geopolitical Advisory at Hilco Global & former Under Secretary of the US Army, examines the inflationary impact of the war with Iran
3) Andreas Utermann, Chairman, Board of Directors at Vontobel, discusses his global macro outlook and opportunities for diversification.
4) Courtney Rosenberger Gelman, Managing Director: Policy Research at Strategas Securities, examines the political pressure the White House is facing over Iran.
5) Jim Caron, CIO: Portfolio Solutions at Morgan Stanley Investment Management, examines signs of systemic stress in markets.

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; Damian Sassower Tuesday, March 10th, 2026
Featuring: 1) Ed Yardeni, President &amp; Founder at Yardeni Research, on why he sees increased odds of a US market meltdown. 2) Patrick Murphy, Executive Director of Geopolitical Advisory at Hilco Global &amp; former Under Secretary of the US Army, examines the inflationary impact of the war with Iran 3) Andreas Utermann, Chairman, Board of Directors at Vontobel, discusses his global macro outlook and opportunities for diversification. 4) Courtney Rosenberger Gelman, Managing Director: Policy Research at Strategas Securities, examines the political pressure the White House is facing over Iran. 5) Jim Caron, CIO: Portfolio Solutions at Morgan Stanley Investment Management, examines signs of systemic stress in markets.

Relief Rally Stalls as Energy Concerns Linger

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0ccf7a54-2e2b-4b0b-8ca7-b40900e9b102/transcript

Bloomberg Surveillance TV: December 23, 2024

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