David Kelly, JPMorgan Asset Management Chief Global Strategist, urges investors to be disciplined as the U.S. economic recovery beings to slow down. Omar Aguilar, Schwab CIO of Passive Equity and Multi-Asset Strategies, discusses the bifurcation he sees in market activity. Amrita Sen, Energy Aspects Chief Oil Analyst, says the price of oil is finally catching up to fundamentals. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Reed Hastings, Netflix Founder and Co-CEO.

David Kelly, JPMorgan Asset Management Chief Global Strategist, urges investors to be disciplined as the U.S. economic recovery beings to slow down. Omar Aguilar, Schwab CIO of Passive Equity and Multi-Asset Strategies, discusses the bifurcation he sees in market activity. Amrita Sen, Energy Aspects Chief Oil Analyst, says the price of oil is finally catching up to fundamentals. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Reed Hastings, Netflix Founder and Co-CEO.

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

Surveillance: Disciplined Investing With Kelly

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dfab9ca4-c6b3-41ec-8129-ae270066dfe6/transcript

Featuring:
Bob Elliott, Co-Founder, CEO & CIO of Unlimited Funds
CJ Muse, Senior Managing Director & Equity Research Analyst at Cantor Fitzgerald
Paul Sankey, President of Sankey Research

Featuring:
<ul>
<li>Bob Elliott, Co-Founder, CEO &amp; CIO of Unlimited Funds</li>
<li>CJ Muse, Senior Managing Director &amp; Equity Research Analyst at Cantor Fitzgerald</li>
<li>Paul Sankey, President of Sankey Research</li>
</ul>

Bloomberg Surveillance TV: August 31st, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/331276a3-e74c-4e5d-9d9c-b4b7010aaa8b/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, August 31st, 2026

Featuring:

1) Kristina Hooper, Chief Market Strategist at Man Group, joins to discuss US and global economic outlooks and risks.

2) Tracey Manzi, Senior Investment Strategist at Raymond James, talks about calming in the bond market and potential for further yield spikes.

3) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, offers her equity outlook post-Jackson Hole.

4) Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, on the constructive backdrop for stocks and commodities.

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, August 31st, 2026
Featuring:
1) Kristina Hooper, Chief Market Strategist at Man Group, joins to discuss US and global economic outlooks and risks.
2) Tracey Manzi, Senior Investment Strategist at Raymond James, talks about calming in the bond market and potential for further yield spikes.
3) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, offers her equity outlook post-Jackson Hole.
4) Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, on the constructive backdrop for stocks and commodities.

Yields Respond to Kevin Warsh's Jackson Hole Speech

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/206b0c31-1684-4325-a894-b4b700e80536/transcript

Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This conversation provides detailed, research-backed information and practical advice for financial advisors who are considering their next move. Produced by Bloomberg Media Studios and Prudential Financial, this roundtable discussion provides clear and honest perspectives on the changes that are coming.


Guests on the show include:
David Blanchett, Head of Retirement Research with Prudential Financial, and Portfolio Manager with PGIM
Brittney Castro, CFP, AAMS, CRPC, Financial Expert and Speaker
Chelsea Ransom-Cooper, Co-Founder and Chief Financial Planning Officer with Zenith Wealth Partners
Maggie Lake, Financial Journalist


Research sources:
Cerulli Associates: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2024
Cerulli Associates: The Cerulli Edge, U.S. Retail Investor, 2023
Alliance for Lifetime Income: Protected Retirement Income and Planning Study, 2024
Prudential Communications: Global Retirement Pulse Survey, 2025


For more about this series visit us at:
https://sponsored.bloomberg.com/media/prudential/the-great-client-transfer 

Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This conversation provides detailed, research-backed information and practical advice for financial advisors who are considering their next move. Produced by Bloomberg Media Studios and Prudential Financial, this roundtable discussion provides clear and honest perspectives on the changes that are coming.
 Guests on the show include: David Blanchett, Head of Retirement Research with Prudential Financial, and Portfolio Manager with PGIM Brittney Castro, CFP, AAMS, CRPC, Financial Expert and Speaker Chelsea Ransom-Cooper, Co-Founder and Chief Financial Planning Officer with Zenith Wealth Partners Maggie Lake, Financial Journalist
 Research sources: Cerulli Associates: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2024 Cerulli Associates: The Cerulli Edge, U.S. Retail Investor, 2023 Alliance for Lifetime Income: Protected Retirement Income and Planning Study, 2024 Prudential Communications: Global Retirement Pulse Survey, 2025
 For more about this series visit us at: https://sponsored.bloomberg.com/media/prudential/the-great-client-transfer&nbsp;

How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a0e9cd65-2a7c-46eb-8167-b4b40141edd5/transcript

Surveillance: Disciplined Investing With Kelly

In 1 playlist(s)

Bloomberg Surveillance

Social links

Follow podcast

Recent clips