Rob Arnott, Research Affiliates Chairman, explains why he likes international value stocks. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we are moving closer to stagflation. Jay Bryson, Wells Fargo Chief Economist, thinks it is all about the Fed for the foreseeable future. Libby Cantrill, PIMCO Public Policy Director, discusses the current state of US-China relationship. 

Rob Arnott, Research Affiliates Chairman, explains why he likes international value stocks. Frances Donald, Manulife Investment Management Global Chief Economist &amp; Strategist, says we are moving closer to stagflation. Jay Bryson, Wells Fargo Chief Economist, thinks it is all about the Fed for the foreseeable future. Libby Cantrill, PIMCO Public Policy Director, discusses the current state of US-China relationship.

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: International Stocks with Arnott

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/393735d9-c9d0-48ef-bae6-afb6010b2cb1/transcript

Featuring:
Gen. Karen Gibson, Academy Securities
Paul Donovan, Chief Economist, UBS Global Wealth Management
Chris Harvey, CIBC, Head of Equity and Portfolio Strategy

Featuring:
<ul>
<li>Gen. Karen Gibson, Academy Securities</li>
<li>Paul Donovan, Chief Economist, UBS Global Wealth Management</li>
<li>Chris Harvey, CIBC, Head of Equity and Portfolio Strategy </li>
</ul>

Bloomberg Surveillance TV: May 6th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cc06ee8d-3e83-427c-aa8d-b442010c5ad6/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 SweeneyWednesday, May 6, 2026
Featuring:
1) Paul Eitelman, Global Chief Investment Strategist at Russell Investments, talks about why the markets still have a solid foundation to absorb the impact of the Iran war, and where markets could go if the war were to soon end.
2) Jonathan Maxwell, founder at Sustainable Development Capital, joins to discuss the impact of the Iran war one-page memorandum on oil and energy prices and what an end to the war could do for energy prices.
3) Laura Rippy, Managing Partner at Alumni Ventures, on the mega IPO pipeline this year, including SpaceX and the major AI LLM's, as well as investing in the Space economy.
4) Manish Jain, CEO of Mezzi, discusses the development of his AI wealth management platform and why its findings show AI - not the war or Fed - remains the primary driver of markets.

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 SweeneyWednesday, May 6, 2026 Featuring: 1) Paul Eitelman, Global Chief Investment Strategist at Russell Investments, talks about why the markets still have a solid foundation to absorb the impact of the Iran war, and where markets could go if the war were to soon end. 2) Jonathan Maxwell, founder at Sustainable Development Capital, joins to discuss the impact of the Iran war one-page memorandum on oil and energy prices and what an end to the war could do for energy prices. 3) Laura Rippy, Managing Partner at Alumni Ventures, on the mega IPO pipeline this year, including SpaceX and the major AI LLM's, as well as investing in the Space economy. 4) Manish Jain, CEO of Mezzi, discusses the development of his AI wealth management platform and why its findings show AI - not the war or Fed - remains the primary driver of markets.

Iran Memo's Impact on Energy Prices and Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/468bb03f-3171-430a-917e-b44200ee335b/transcript

Featuring: 
Jonathan Lieber, Managing Director: US at Eurasia Group 
Torsten Slok, Chief Economist at Apollo Global Management 
Robert Lewin, Chief Financial Officer at KKR & Co.

Featuring:&nbsp;
<ul>
<li>Jonathan Lieber, Managing Director: US at Eurasia Group&nbsp;</li>
<li>Torsten Slok, Chief Economist at Apollo Global Management&nbsp;</li>
<li>Robert Lewin, Chief Financial Officer at KKR &amp; Co. </li>
</ul>

Bloomberg Surveillance TV: May 5th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b09c9bd7-bcd9-4115-b1b6-b44100f45fa3/transcript

Surveillance: International Stocks with Arnott

In 1 playlist(s)

Bloomberg Surveillance

Social links

Follow podcast

Recent clips