Cumberland Advisors' David Kotok sits down to discuss Japanese equities ahead of the BOJ meeting on Bloomberg Surveillance with Michael McKee and Francine Lacqua.

Cumberland Advisors' David Kotok sits down to discuss Japanese equities ahead of the BOJ meeting on Bloomberg Surveillance with Michael McKee and Francine Lacqua.

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

Kotok: Japan equity risk premium double that of U.S.

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ab170f7d-ed58-4c98-ac50-ae2700dc16d6/transcript

Featuring:
Peter Tchir, Director & Head: Macro Strategy at Academy Securities
Dr. Amrita Sen, Director: Market Intelligence & Founder of Energy Aspects
Dermot McDonogh, CFO of BNY

Featuring:
<ul>
<li>Peter Tchir, Director &amp; Head: Macro Strategy at Academy Securities</li>
<li>Dr. Amrita Sen, Director: Market Intelligence &amp; Founder of Energy Aspects</li>
<li>Dermot McDonogh, CFO of BNY</li>
</ul>

Bloomberg Surveillance TV: May 21st, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7522a462-9a69-4aa7-864e-b45101028748/transcript

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

In this episode, we feature conversations with Frank Lee & Mandeep Singh.

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 conversations with Frank Lee &amp; Mandeep Singh.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best  Idea with Tom Keene: Frank Lee & Mandeep Singh

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/77c48751-77f7-484e-91cc-b45100ee5fb8/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 SweeneyThursday, May 21, 2026
Featuring:

1) Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, joins to break down the Nvidia blowout and why there's some investor skepticism, as well as how the report is playing out amid two major tech IPOs.
2) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses the ripple effects of recent bond market moves and whether MSIM is starting to price in rate hikes.
3) Lakshman Achuthan, COO and co-founder at ECRI, discusses why he felt inflation cycle was beginning an upward trend pre-Iran war and why he anticipates it will continue.
4) Ivan Feinseth, CIO at Tigress Financial, breaks down Nvidia earnings, how SpaceX/OpenAI IPOs can drive S&P and tech, and why he has one of the highest S&P targets on Wall Street.

The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene &amp; Paul SweeneyThursday, May 21, 2026 Featuring: 1) Frank Lee, Global Head of Tech Hardware and Semiconductor Research at HSBC, joins to break down the Nvidia blowout and why there's some investor skepticism, as well as how the report is playing out amid two major tech IPOs. 2) Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses the ripple effects of recent bond market moves and whether MSIM is starting to price in rate hikes. 3) Lakshman Achuthan, COO and co-founder at ECRI, discusses why he felt inflation cycle was beginning an upward trend pre-Iran war and why he anticipates it will continue. 4) Ivan Feinseth, CIO at Tigress Financial, breaks down Nvidia earnings, how SpaceX/OpenAI IPOs can drive S&amp;P and tech, and why he has one of the highest S&amp;P targets on Wall Street.

Nvidia Reports as SpaceX & OpenAI IPOs Gain Steam

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/580b5c45-5dcf-4507-a3a7-b45100f62900/transcript

Kotok: Japan equity risk premium double that of U.S.

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