Bernstein's Seth Masters explains why he's slightly underweight equities. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.

Bernstein's Seth Masters explains why he's slightly underweight equities. He joins Tom Keene and Michael McKee 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

Masters: not paid enough for risk

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/66317cc0-a6a2-41be-b6b8-ae2700eb5830/transcript

Featuring:
Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management
Stuart Benjamin, Professor at the Duke Center for Innovation Policy
Torsten Slok, Partner & Chief Economist at Apollo Management

Featuring:
<ul>
<li>Aaron Kennon, CEO &amp; Co-Founder of Clear Harbor Asset Management</li>
<li>Stuart Benjamin, Professor at the Duke Center for Innovation Policy</li>
<li>Torsten Slok, Partner &amp; Chief Economist at Apollo Management</li>
</ul>

Bloomberg Surveillance TV: August 27th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/963200c9-8568-4787-a0d6-b4b30102dfb9/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
Thursday, August 27th, 2026

Featuring:

1) Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley, joins to discuss bond market signals and global credit opportunities as central bankers convene at Jackson Hole.

2) Angelo Zino, SVP and Tech Lead at CFRA Research, breaks down Nvidia's earnings blowout and other tech headlines.

3) Brett Ewing, Chief Market Strategist at First Franklin Financial Services, talks the broken rate hike case and how the bond market is pricing in Kevin Warsh and Scott Bessent.

4) Aoifinn Devitt, Managing Director: Global Wealth at Moneta Group, on the big themes for Jackson Hole and markets.

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 Thursday, August 27th, 2026
Featuring:
1) Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley, joins to discuss bond market signals and global credit opportunities as central bankers convene at Jackson Hole.
2) Angelo Zino, SVP and Tech Lead at CFRA Research, breaks down Nvidia's earnings blowout and other tech headlines.
3) Brett Ewing, Chief Market Strategist at First Franklin Financial Services, talks the broken rate hike case and how the bond market is pricing in Kevin Warsh and Scott Bessent.
4) Aoifinn Devitt, Managing Director: Global Wealth at Moneta Group, on the big themes for Jackson Hole and markets.

Jackson Hole Preview

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7ba44159-f531-4372-a68f-b4b300dd4635/transcript

Featuring:
Marvin Loh, Senior Strategist: Global Macro at State Street
Stephanie Roth, Chief Economist at Wolfe Research
Mark Ein, Co-Chairman at Kastle Systems

Featuring:
<ul>
<li>Marvin Loh, Senior Strategist: Global Macro at State Street</li>
<li>Stephanie Roth, Chief Economist at Wolfe Research</li>
<li>Mark Ein, Co-Chairman at Kastle Systems</li>
</ul>

Bloomberg Surveillance TV: August 26th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ff13d6a0-1254-4a23-a4e8-b4b2010121a4/transcript

Masters: not paid enough for risk

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