Marker 02

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

In this episode, we feature conversations with Tom Porcelli and Steph Guild. 

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 conversations with Tom Porcelli and Steph Guild. 
Watch Tom and Paul LIVE every day on YouTube: 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. 

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: Tom Porcelli & Steph Guild

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8dae8409-8035-445a-aa01-b1ca00eded7f/transcript

Featuring:
Cameron Dawson, CIO of NewEdge Wealth
Steven Cook, Senior Fellow: Middle East & Africa Studies at the Council on Foreign Relations
Matthew Hornbach, Managing Director & Global Head: Macro Strategy at Morgan Stanley

Featuring:
<ul>
<li>Cameron Dawson, CIO of NewEdge Wealth</li>
<li>Steven Cook, Senior Fellow: Middle East &amp; Africa Studies at the Council on Foreign Relations</li>
<li>Matthew Hornbach, Managing Director &amp; Global Head: Macro Strategy at Morgan Stanley</li>
</ul>

Bloomberg Surveillance TV: July 28th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9c3b6f9c-10ef-47a8-a4e0-b49501106fc2/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 28, 2026
Featuring:

1) Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets and Amy Wu Silverman, Head: Derivatives Strategy at RBC Capital Markets, join together for an extended markets discussion, talking markets chop and options market pricing.
2) Jay Hatfield, CEO at Infrastructure Capital Management, talks about why it would be "incredibly stupid" for the Fed to raise rates this year.
3) Laura Mayfield, Senior Portfolio Manager, Securitized Products at Port Washington Investment Advisors, on value perception and market pressure points.
4) Meredith Whitney, CEO at Meredith Whitney Advisory Group, brings us into the market open and discusses consumer resilience and the labor market.

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 28, 2026 Featuring: 1) Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets and Amy Wu Silverman, Head: Derivatives Strategy at RBC Capital Markets, join together for an extended markets discussion, talking markets chop and options market pricing. 2) Jay Hatfield, CEO at Infrastructure Capital Management, talks about why it would be "incredibly stupid" for the Fed to raise rates this year. 3) Laura Mayfield, Senior Portfolio Manager, Securitized Products at Port Washington Investment Advisors, on value perception and market pressure points. 4) Meredith Whitney, CEO at Meredith Whitney Advisory Group, brings us into the market open and discusses consumer resilience and the labor market.

Market Choppiness Ahead of Fed and Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6eddb333-68b4-4eca-97ad-b49500efbb90/transcript

Featuring:
Savita Subramanian, Managing Director & Head: US Equity & Quantitative Strategy at Bank of America Securities
Tobin Marcus, Head of Policy & Politics at Wolfe Research
Lindsey Piegza, Managing Director & Chief Economist at Stifel Nicolaus

Featuring:
<ul>
<li>Savita Subramanian, Managing Director &amp; Head: US Equity &amp; Quantitative Strategy at Bank of America Securities</li>
<li>Tobin Marcus, Head of Policy &amp; Politics at Wolfe Research</li>
<li>Lindsey Piegza, Managing Director &amp; Chief Economist at Stifel Nicolaus</li>
</ul>

Bloomberg Surveillance TV: July 27th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/00f61ebc-ab6a-4b74-ae84-b494010bbe43/transcript

Single Best Idea with Tom Keene: Tom Porcelli & Steph Guild

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