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Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, June 2, 2026
Featuring:

1) Francois Trahan, Chief Investment Strategist at BMO Capital Markets, talks about the macro forces that could alter market consensus.
2) Professor Michael Gatto, partner at Silver Point Capital and professor at Columbia University and Fordham, talks about how his book, "The Credit Investor's Handbook" for credit analysts and other headlines across the credit, private credit, and distressed debt landscape.
3) Ted Mortonson, Managing Director: Technology at Baird, talks tech headlines, software rebound, and the historic bull run in chip stocks.
4) Matt King, founder at Satori Insights, talks about his findings on AI utility with an extensive look at Claude Code, and how he expects its impact to ripple through markets.