-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

Featuring:
Torsten Slok, Partner & Chief Economist at Apollo Management
USMC Retired Major General Mastin Robeson
Ryan Petersen, Chairman, CEO & Founder of Flexport Inc.

Featuring:
<ul>
<li>Torsten Slok, Partner &amp; Chief Economist at Apollo Management</li>
<li>USMC Retired Major General Mastin Robeson</li>
<li>Ryan Petersen, Chairman, CEO &amp; Founder of Flexport Inc.</li>
</ul>

Bloomberg Surveillance TV: March 3rd, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/25b67931-1aed-4852-ad8d-b4020113042c/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 & Paul Sweeney
Tuesday, March 3rd, 2026

Featuring:
1) Win Thin, Chief Economist at Bank of Nassau, on how geopolitical risk is impacting economic momentum.
2) Ellen Wald, Senior Fellow at Atlantic Council, examines the infrastructure risks to Gulf oil markets.
3) Ali Safavi, President of Near East Policy Research & Member, National Council of Resistance of Iran, discusses the impending transition of power in Tehran.
4) Michael Shaoul, Portfolio Manager at Ion Asset Management, on the market impact of US intervention and global fragmentation.
5) Becca Wasser, Defense Lead for Bloomberg Economics, discusses what the next phase of US military action in Iran could look like.

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, March 3rd, 2026
Featuring: 1) Win Thin, Chief Economist at Bank of Nassau, on how geopolitical risk is impacting economic momentum. 2) Ellen Wald, Senior Fellow at Atlantic Council, examines the infrastructure risks to Gulf oil markets. 3) Ali Safavi, President of Near East Policy Research &amp; Member, National Council of Resistance of Iran, discusses the impending transition of power in Tehran. 4) Michael Shaoul, Portfolio Manager at Ion Asset Management, on the market impact of US intervention and global fragmentation. 5) Becca Wasser, Defense Lead for Bloomberg Economics, discusses what the next phase of US military action in Iran could look like.

Oil Surges as Iran War Disrupts Supplies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e3f430c1-ea90-4a2c-ad09-b40200f2f3da/transcript

Featuring:
Norman Roule, Senior Adviser: Warfare & Terrorism Program for the Center for Strategic & International Studies
Joel Rayburn, Retired US Army Officer and Senior Fellow at the Hudson Institute's Center for Peace and Security in the Middle East
Stephen Schork, President & Founder of the Schork Group

Featuring:
<ul>
<li>Norman Roule, Senior Adviser: Warfare &amp; Terrorism Program for the Center for Strategic &amp; International Studies</li>
<li>Joel Rayburn, Retired US Army Officer and Senior Fellow at the Hudson Institute's Center for Peace and Security in the Middle East</li>
<li>Stephen Schork, President &amp; Founder of the Schork Group</li>
</ul>

Bloomberg Surveillance TV: March 2nd, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/59892d4c-1b2a-4725-938d-b4010111297c/transcript

Bloomberg Surveillance TV: July 25, 2024

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