Steen Jakobsen, Saxo Bank CIO, says inflation is absolutely coming back in 2021. Gerald Storch, Storch Advisors CE0 and Former Hudson's Bay CEO, says much of the shift to e-commerce accelerated by the global pandemic will stick. Jim Paulsen, The Leuthold Group Chief Investment Strategist, discusses the rotation into value stocks. Mercedes Carnethon, Northwestern University Professor and Department of Preventive Medicine Vice Chair, says she's hopeful the pace of vaccinations will pick up.

Steen Jakobsen, Saxo Bank CIO, says inflation is absolutely coming back in 2021. Gerald Storch, Storch Advisors CE0 and Former Hudson's Bay CEO, says much of the shift to e-commerce accelerated by the global pandemic will stick. Jim Paulsen, The Leuthold Group Chief Investment Strategist, discusses the rotation into value stocks. Mercedes Carnethon, Northwestern University Professor and Department of Preventive Medicine Vice Chair, says she's hopeful the pace of vaccinations will pick up.

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: The Shift To E-Commerce

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f721d6be-f064-4ea7-bef0-ae27005d8057/transcript

Featuring:
Steven Cook, Senior Fellow: Middle East & Africa Studies at Council on Foreign Relations
Frances Donald, Senior VP & Chief Economist at RBC
Sarah Kunst, Managing Director & General Partner at Cleo Capital

Featuring:
<ul>
<li>Steven Cook, Senior Fellow: Middle East &amp; Africa Studies at Council on Foreign Relations</li>
<li>Frances Donald, Senior VP &amp; Chief Economist at RBC</li>
<li>Sarah Kunst, Managing Director &amp; General Partner at Cleo Capital</li>
</ul>

Bloomberg Surveillance TV: May 8th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f49bba8b-d99c-4b76-91c8-b44401064175/transcript

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

In this episode, we feature our conversation with Kevin Gordon & John Stoltzfus.

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 conversation with Kevin Gordon &amp; John Stoltzfus.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Single Best Idea with Tom Keene: Kevin Gordon & John Stoltzfus

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e8ddb81f-177a-4e48-b65a-b44400eae3d6/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, May 8, 2026
Featuring:
1) Claudia Sahm, Chief Economist at New Century Advisors, John Stoltzfus, Chief Investment Strategists at Oppenheimer, and Kristina Campman, Senior Portfolio Manager at Invesco, react to the April jobs report.
2) Kevin Gordon, Senior Investment Strategist with Charles Schwab, brings us into the market open and talks about the now "K-Shaped Market." 
3) Atsi Sheth, Chief Credit Officer at Moody's, talks steady US GDP growth and potential for a bounce back in sentiment.

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, May 8, 2026 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, John Stoltzfus, Chief Investment Strategists at Oppenheimer, and Kristina Campman, Senior Portfolio Manager at Invesco, react to the April jobs report. 2) Kevin Gordon, Senior Investment Strategist with Charles Schwab, brings us into the market open and talks about the now "K-Shaped Market." 3) Atsi Sheth, Chief Credit Officer at Moody's, talks steady US GDP growth and potential for a bounce back in sentiment.

Reacting to the April US Jobs Report

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5b6f6316-309a-453d-bbcb-b44400ee354d/transcript

Surveillance: The Shift To E-Commerce

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