-Waldemar Szlezak, KKR Global Head of Digital Infrastructure
-Libby Cantrill, PIMCO Head of Public Policy,
-Anastasia Amoroso, iCapital Chief Investment Strategist

Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election.  Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade. 

-Waldemar Szlezak, KKR Global Head of Digital Infrastructure -Libby Cantrill, PIMCO Head of Public Policy, -Anastasia Amoroso, iCapital Chief Investment Strategist
Waldemar Szlezak of KKR joins to discuss Google and big tech falling on higher capex spending related to AI. PIMCO's Libby Cantrill breaks down what's next for both the Trump and Harris campaigns with close to 100 days to the election.  Anastasia Amoroso of iCapital on why her favorite current trade is the rotation trade.

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: July 25, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b092c2f8-628b-4ce6-b467-b1b800ec3f77/transcript

Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East.  
President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war.  
For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Policy & Strategy Robert Teeter, and Veda Partners Co-Founder Henrietta Treyz.

Stocks and bonds rebounded after President Donald Trump said the US and Iran had &ldquo;very good&rdquo; conversations about an end to the conflict in the Middle East.&nbsp;&nbsp; President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war. &nbsp; For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Policy &amp; Strategy Robert Teeter, and Veda Partners Co-Founder Henrietta Treyz.

Instant Reaction: Stocks Surge After Trump Statement

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d560529d-8ce3-48e7-97d0-b41600c6a44c/transcript

Featuring:
Stephen Schork, President, Editor, Founder of the Schork Group Inc.
Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association
Thierry Wizman, Director of Global Currencies at Macquarie Group

Featuring:
<ul>
<li>Stephen Schork, President, Editor, Founder of the Schork Group Inc.</li>
<li>Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association</li>
<li>Thierry Wizman, Director of Global Currencies at Macquarie Group</li>
</ul>

Bloomberg Surveillance TV: March 20th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/83449d06-2100-4374-8d10-b41301067650/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 Paul Sweeney & Lisa Mateo
Friday March 20th, 2026

Featuring:
1) Mike McGlone, Bloomberg Intelligence commodities analyst
2) Cole Smead, CEO at Smead Capital Management 
3) Karen Manna, Vice President & Fixed Income Investment Director at Federated Hermes
4) Rebecca Walser, President at Walser Wealth Management 

The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney &amp; Lisa Mateo Friday March 20th, 2026
Featuring: 1) Mike McGlone, Bloomberg Intelligence commodities analyst 2) Cole Smead, CEO at Smead Capital Management&nbsp; 3) Karen Manna, Vice President &amp; Fixed Income Investment Director at Federated Hermes 4) Rebecca Walser, President at Walser Wealth Management&nbsp;

Iran War Seen Causing Prolonged Pain on Energy Prices 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8a568325-f6c4-4019-833d-b41300e9ad5f/transcript

Bloomberg Surveillance TV: July 25, 2024

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