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Morgan Stanley Chief US Equity Strategist and Chief Investment Officer Mike Wilson discusses constraints on regional banks, themes for the markets in 2024 and reducing the Magnificent Seven to the Magnificent Four. He speaks with Bloomberg Surveillance hosts Lisa Abramowicz, Jonathan Ferro and Annmarie Hordern.  

Morgan Stanley Chief US Equity Strategist and Chief Investment Officer Mike Wilson discusses constraints on regional banks, themes for the markets in 2024 and reducing the Magnificent Seven to the Magnificent Four. He speaks with Bloomberg Surveillance hosts Lisa Abramowicz, Jonathan Ferro and Annmarie Hordern.

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

Morgan Stanley's Mike Wilson Talks Magnificent Seven Minus Three

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/81a75315-37a6-492d-918b-b1090134d2e9/transcript

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

In this episode, we feature our conversation with Citi’s Stuart Kaiser, plus part of a 2024 chat with late New York Yankees Radio broadcaster John Sterling. 

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 our conversation with Citi&rsquo;s Stuart Kaiser, plus part of a 2024 chat with late New York Yankees Radio broadcaster John Sterling.&nbsp;
Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>

Single Best Idea with Tom Keene: Stuart Kaiser & John Sterling

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3a30244b-8a4e-475e-a57e-b44000f37c6b/transcript

Featuring:
Ross Mayfield, Investment Strategy Analyst at Baird Private Wealth Management
Norman Roule, Senior Adviser: Warfare & Terrorism Program at Center for Strategic & International Studies
Former New York Fed President Bill Dudley

Featuring:
<ul>
<li>Ross Mayfield, Investment Strategy Analyst at Baird Private Wealth Management</li>
<li>Norman Roule, Senior Adviser: Warfare &amp; Terrorism Program at Center for Strategic &amp; International Studies</li>
<li>Former New York Fed President Bill Dudley</li>
</ul>

Bloomberg Surveillance TV: May 4th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f93d7494-b443-4840-9686-b44001063b5d/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 SweeneyMonday, May 4th, 2026

Featuring:
1) Geoffrey Yu, Senior EMEA Market Strategist at BNY, talks persistent inflation and growing volatility in global markets.

2) Matthew Luzzetti, Chief US Economist at Deutsche Bank, examines the Federal Reserve's policy path ahead.

3) Henrietta Treyz, Co-Founder at Veda Partners, discusses Washington's latest plan for the Strait of Hormuz and reaction from European allies.

4) Stephen Trent, Founder at SDT Capital Advisors, on the shutdown of Spirit Airlines and the aviation industry at large.

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 SweeneyMonday, May 4th, 2026
Featuring: 1) Geoffrey Yu, Senior EMEA Market Strategist at BNY, talks persistent inflation and growing volatility in global markets.
2) Matthew Luzzetti, Chief US Economist at Deutsche Bank, examines the Federal Reserve's policy path ahead.
3) Henrietta Treyz, Co-Founder at Veda Partners, discusses Washington's latest plan for the Strait of Hormuz and reaction from European allies.
4) Stephen Trent, Founder at SDT Capital Advisors, on the shutdown of Spirit Airlines and the aviation industry at large.

Trump Casts Doubts on Iran Peace Proposal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4b1dc0d3-e848-4eed-b6af-b44000e98487/transcript

Morgan Stanley's Mike Wilson Talks Magnificent Seven Minus Three

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