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

In this episode, we feature conversations with Ed Yardeni & Constance Hunter.

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 Ed Yardeni &amp; Constance Hunter.
Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>

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

Single Best Idea with Tom Keene: Ed Yardeni & Constance Hunter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/77bf3cb1-b861-4bd3-b8ed-b44800ea277e/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 SweeneyTuesday, July 21, 2026
Featuring:

1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season.
2) Barbara Doran, CEO and CIO at BD8 Capital Partners, talks strong earnings and if a decrease in valuations means more buying and a cheap market.
3) Rob Sockin, Chief Economist at PGIM, talks about why 3 rate hikes in 2026 is his base case. 
4) Dennis Blair, retired US Navy Admiral and former Director of National Intelligence, discusses his article in Foreign Affairs "The Mirage of China's Military Edge."

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 SweeneyTuesday, July 21, 2026 Featuring: 1) Julian Emanuel, Chief Equity &amp; Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season. 2) Barbara Doran, CEO and CIO at BD8 Capital Partners, talks strong earnings and if a decrease in valuations means more buying and a cheap market. 3) Rob Sockin, Chief Economist at PGIM, talks about why 3 rate hikes in 2026 is his base case. 4) Dennis Blair, retired US Navy Admiral and former Director of National Intelligence, discusses his article in Foreign Affairs "The Mirage of China's Military Edge."

Markets Price In Earnings and the Fed

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/67209f14-8878-4995-9fda-b48e00e3c766/transcript

Featuring:
Peter Tchir, Director & Head of Macro Strategy at Academy Securities
Henrietta Treyz, Co-Founder & Director of Economic Policy Research at Veda Partners
Ron Josey, Senior Internet Analyst at Citigroup Global Markets

Featuring:
<ul>
<li>Peter Tchir, Director &amp; Head of Macro Strategy at Academy Securities</li>
<li>Henrietta Treyz, Co-Founder &amp; Director of Economic Policy Research at Veda Partners</li>
<li>Ron Josey, Senior Internet Analyst at Citigroup Global Markets</li>
</ul>

Bloomberg Surveillance TV: July 20th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/25dcb5d6-b28e-40b3-8161-b48d01099521/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
Monday, July 20, 2026

Featuring:

1) Kay Herr, CIO: US GFICC at JPMorgan Investment Management, joins to break down last week's slew of data and how it's impacting the bond market.

2) Scott Diamond, Co-Head Municipal Fixed Income at Goldman Sachs Asset Management, talks about the supply increase in munis.

3) Henrietta Treyz, co-founder at Veda Partners, joins in studio to discuss Iran escalation and Congress' response, as well as what to expect in this year's Midterms.

4) Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank, talks about recent market trends and whether geopolitics or other forces are market risks.

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 Monday, July 20, 2026
Featuring:
1) Kay Herr, CIO: US GFICC at JPMorgan Investment Management, joins to break down last week's slew of data and how it's impacting the bond market.
2) Scott Diamond, Co-Head Municipal Fixed Income at Goldman Sachs Asset Management, talks about the supply increase in munis.
3) Henrietta Treyz, co-founder at Veda Partners, joins in studio to discuss Iran escalation and Congress' response, as well as what to expect in this year's Midterms.
4) Ozan Tarman, Vice Chair: Global Macro at Deutsche Bank, talks about recent market trends and whether geopolitics or other forces are market risks.

Credits Risks and the Market Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7b8d35e7-d6f0-47fa-920b-b48d00ee64bf/transcript

Single Best Idea with Tom Keene: Ed Yardeni & Constance Hunter

Bloomberg Surveillance

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