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

In this episode, we feature our conversations with former Fed Vice Chair Richard Clarida & Robert Schiffman of Bloomberg Intelligence.

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. In this episode, we feature our conversations with former Fed Vice Chair Richard Clarida &amp; Robert Schiffman of Bloomberg Intelligence. 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: Richard Clarida & Robert Schiffman

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e7e51d6f-2405-4a64-8ba7-b3ec010059a3/transcript

Featuring:
Cameron Dawson, Chief Investment Officer, NewEdge Wealth
Amy Gower, Morgan Stanley Head of Metals and Mining Commodity Strategy 
Dana Peterson, Chief Economist, The Conference Board

Featuring:
<ul>
<li>Cameron Dawson, Chief Investment Officer, NewEdge Wealth</li>
<li>Amy Gower, Morgan Stanley Head of Metals and Mining Commodity Strategy&nbsp;</li>
<li>Dana Peterson, Chief Economist, The Conference Board</li>
</ul>

Bloomberg Surveillance TV: February 9th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/80924beb-17d2-4597-bc17-b3ec00e9feb0/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, February 9th, 2026
Featuring:

1) Richard Clarida, Global Economic Advisor at PIMCO & former Fed Vice Chair, discusses the state of monetary policy and the US economy at large.
2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, examines the impact of AI disruption and retail-driven market momentum.
3) Rich Hill, Global Head of Real Estate Strategy & Research at Principal Asset Management, discusses the return of liquidity to the US commercial real estate market.
4) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media & Visiting Research Fellow at King's College, on US-Iran talks and growing friction between the White House and European allies.

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, February 9th, 2026 Featuring: 1) Richard Clarida, Global Economic Advisor at PIMCO &amp; former Fed Vice Chair, discusses the state of monetary policy and the US economy at large. 2) Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, examines the impact of AI disruption and retail-driven market momentum. 3) Rich Hill, Global Head of Real Estate Strategy &amp; Research at Principal Asset Management, discusses the return of liquidity to the US commercial real estate market. 4) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media &amp; Visiting Research Fellow at King's College, on US-Iran talks and growing friction between the White House and European allies.

Treasuries Fall as China Asks Banks to Limit US Bond Holdings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/23483948-670e-4636-b2de-b3ec00f7c53f/transcript

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

In this episode, we feature our conversations with New Century Advisors’ Claudia Sahm & Danielle DiMartino Booth of QI Research. 

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 conversations with New Century Advisors&rsquo; Claudia Sahm &amp; Danielle DiMartino Booth of QI Research.&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: Claudia Sahm & Danielle DiMartino Booth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/05f17c7a-74b9-4a4d-8b5a-b3e901175468/transcript

Featuring:
Brian Levitt, Invesco Global Market Strategist
Stephanie Roth, Chief Economist at Wolfe Research
Jeannette Lowe, Managing Director: Policy Research for Strategas Securities

Featuring:
<ul>
<li>Brian Levitt, Invesco Global Market Strategist</li>
<li>Stephanie Roth, Chief Economist at Wolfe Research</li>
<li>Jeannette Lowe, Managing Director: Policy Research for Strategas Securities</li>
</ul>

Bloomberg Surveillance TV: February 6th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d26f00ee-1be0-42bd-9bc5-b3e90113b06a/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 SweeneyFriday, February 6th, 2026
Featuring:

1) Claudia Sahm, Chief Economist at New Century Advisors, examines the reaction to Kevin Warsh's Fed chair nomination.
2) Sean Simonds, Equity Strategist at UBS, on earnings season and AI capex concerns.
3) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on growing dissent amongst FOMC policymakers.
4) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses what a fractured Fed could mean for rate policy going forward.
5) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Washington Post story on which Winter Olympic events have the most injuries, and Financial Times reporting on prediction-trading platform Kalshi seeking US approval to offer margin trades.

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 SweeneyFriday, February 6th, 2026 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, examines the reaction to Kevin Warsh's Fed chair nomination. 2) Sean Simonds, Equity Strategist at UBS, on earnings season and AI capex concerns. 3) Danielle DiMartino Booth, CEO &amp; Chief Strategist at QI Research, on growing dissent amongst FOMC policymakers. 4) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses what a fractured Fed could mean for rate policy going forward. 5) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a Washington Post story on which Winter Olympic events have the most injuries, and Financial Times reporting on prediction-trading platform Kalshi seeking US approval to offer margin trades.

The Outlook for a Kevin Warsh-Led Fed

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0442c4f1-4494-4215-a938-b3e900f62d0c/transcript

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

In this episode, we feature our conversations with Wedbush Securities’ Dan Ives & Robert Schiffman of Bloomberg Intelligence. 

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 conversations with Wedbush Securities&rsquo; Dan Ives &amp; Robert Schiffman of Bloomberg Intelligence.&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: Dan Ives & Robert Schiffman

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1ea2471b-e716-479e-9f96-b3e80100ed39/transcript

Featuring:
Liz Ann Sonders, Managing Director & Chief Investment Strategist at Charles Schwab
Chris Caso, Managing Director: Semiconductors at Wolfe Research
Edward Mills, Managing Director & Washington Policy Analyst for Raymond James

Featuring:
<ul>
<li>Liz Ann Sonders, Managing Director &amp; Chief Investment Strategist at Charles Schwab</li>
<li>Chris Caso, Managing Director: Semiconductors at Wolfe Research</li>
<li>Edward Mills, Managing Director &amp; Washington Policy Analyst for Raymond James</li>
</ul>

Bloomberg Surveillance TV: February 5th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1ca24d4f-421f-47ed-8b20-b3e80116187a/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, February 5th, 2026

Featuring:

1) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, reacts to the Bank of England's rate decision and Kevin Warsh's nomination as Fed chair.

2) Dan Ives, Global Head of Tech Research at Wedbush Securities, on the SpaceX-xAI merger and what he calls the 'software armageddon'.

3) Wendy Schiller, Professor of Political Science at Brown University, discusses the Trump administration's decision to withdraw ICE agents from Minneapolis.

4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post story on Anthropic mocking rival OpenAI in an upcoming Super Bowl ad, and Washington Post reporting on what science says we've been getting wrong about exercise.

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 Sweeney, Thursday, February 5th, 2026 Featuring: 1) Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, reacts to the Bank of England's rate decision and Kevin Warsh's nomination as Fed chair. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, on the SpaceX-xAI merger and what he calls the 'software armageddon'. 3) Wendy Schiller, Professor of Political Science at Brown University, discusses the Trump administration's decision to withdraw ICE agents from Minneapolis. 4) Alexis Christoforous joins with the latest headlines in newspapers across the US, including a New York Post story on Anthropic mocking rival OpenAI in an upcoming Super Bowl ad, and Washington Post reporting on what science says we've been getting wrong about exercise.

AI Capex Concerns Persist & Central Banks on Hold

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/660bb4c1-c176-4fe4-be17-b3e800fbd10a/transcript

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

In this episode, we feature our conversations with Steve Englander & Meredith Whitney. 

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 conversations with Steve Englander &amp; Meredith Whitney.&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: Steve Englander & Meredith Whitney

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8d97f6d5-6114-48ba-969e-b3e70109297f/transcript

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

Social links:

Follow the podcast:

4,290 clip(s)