Charles Schwab's Kathy Jones says to tactically trade you want to underweight the things that are going to be doing the worse and aften times that changes year to year. She speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.

Charles Schwab's Kathy Jones says to tactically trade you want to underweight the things that are going to be doing the worse and aften times that changes year to year. She speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.

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

Jones:have an allocation to all the major asset classes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/73a5755e-7401-4d32-ad4d-ae2700e5a76d/transcript

Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This conversation provides detailed, research-backed information and practical advice for financial advisors who are considering their next move. Produced by Bloomberg Media Studios and Prudential Financial, this roundtable discussion provides clear and honest perspectives on the changes that are coming.


Guests on the show include:
David Blanchett, Head of Retirement Research with Prudential Financial, and Portfolio Manager with PGIM
Brittney Castro, CFP, AAMS, CRPC, Financial Expert and Speaker
Chelsea Ransom-Cooper, Co-Founder and Chief Financial Planning Officer with Zenith Wealth Partners
Maggie Lake, Financial Journalist


Research sources:
Cerulli Associates: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2024
Cerulli Associates: The Cerulli Edge, U.S. Retail Investor, 2023
Alliance for Lifetime Income: Protected Retirement Income and Planning Study, 2024
Prudential Communications: Global Retirement Pulse Survey, 2025


For more about this series visit us at:
https://sponsored.bloomberg.com/media/prudential/the-great-client-transfer 

Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This conversation provides detailed, research-backed information and practical advice for financial advisors who are considering their next move. Produced by Bloomberg Media Studios and Prudential Financial, this roundtable discussion provides clear and honest perspectives on the changes that are coming.
 Guests on the show include: David Blanchett, Head of Retirement Research with Prudential Financial, and Portfolio Manager with PGIM Brittney Castro, CFP, AAMS, CRPC, Financial Expert and Speaker Chelsea Ransom-Cooper, Co-Founder and Chief Financial Planning Officer with Zenith Wealth Partners Maggie Lake, Financial Journalist
 Research sources: Cerulli Associates: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2024 Cerulli Associates: The Cerulli Edge, U.S. Retail Investor, 2023 Alliance for Lifetime Income: Protected Retirement Income and Planning Study, 2024 Prudential Communications: Global Retirement Pulse Survey, 2025
 For more about this series visit us at: https://sponsored.bloomberg.com/media/prudential/the-great-client-transfer&nbsp;

How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a0e9cd65-2a7c-46eb-8167-b4b40141edd5/transcript

Featuring:
Claudia Sahm, Chief Economist at New Century Advisors
Dr. Patrick Harker, Former Philadelphia Fed President
Eugene Munster, Managing Partner & Co-Founder at Deepwater Asset Management

Featuring:
<ul>
<li>Claudia Sahm, Chief Economist at New Century Advisors</li>
<li>Dr. Patrick Harker, Former Philadelphia Fed President</li>
<li>Eugene Munster, Managing Partner &amp; Co-Founder at Deepwater Asset Management</li>
</ul>

Bloomberg Surveillance TV: August 28th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/019bd877-d1d6-4de5-ada3-b4b4010562ef/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
Friday, August 28th, 2026

Featuring:

1) Richard Clarida, Global Economic Advisor at PIMCO, previews Jackson Hole and discusses Kevin Warsh.

2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about how various markets are pricing in Jackson Hole and Kevin Warsh.

3) Freya Beamish, Chief Economist and Head: Macro Research at TS Lombard, talks about Jackson Hole and the bond market pricing in Bessent and Warsh.

4) Mitch Berlin, EY Americas Vice Chair, Strategy and Transactions, discusses M&A activity and what it says about US economic health.

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 Friday, August 28th, 2026
Featuring:
1) Richard Clarida, Global Economic Advisor at PIMCO, previews Jackson Hole and discusses Kevin Warsh.
2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about how various markets are pricing in Jackson Hole and Kevin Warsh.
3) Freya Beamish, Chief Economist and Head: Macro Research at TS Lombard, talks about Jackson Hole and the bond market pricing in Bessent and Warsh.
4) Mitch Berlin, EY Americas Vice Chair, Strategy and Transactions, discusses M&amp;A activity and what it says about US economic health.

Previewing Jackson Hole

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/068c33be-ae3b-4301-9942-b4b400d790f8/transcript

Jones:have an allocation to all the major asset classes

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