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.

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And 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. 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">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>.

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

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

In this episode, we feature conversations with Humilis Investment Strategies' Brian Belski & former House Financial Services Committee Chairman Patrick McHenry.

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 Humilis Investment Strategies' Brian Belski &amp; former House Financial Services Committee Chairman Patrick McHenry. Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2378e585-c7c6-4d89-b1d2-b3de00fe7d8f/transcript

Featuring:
Michael Darda, Managing Director and Chief Economist at Roth Capital Partners
Savanthi Syth, Managing Director: Airlines & Advanced Air Mobility at Raymond James
Amy Gower, Head of Metals and Mining Commodity Strategy at Morgan Stanley

Featuring:
<ul>
<li>Michael Darda, Managing Director and Chief Economist at Roth Capital Partners</li>
<li>Savanthi Syth, Managing Director: Airlines &amp; Advanced Air Mobility at Raymond James</li>
<li>Amy Gower, Head of Metals and Mining Commodity Strategy at Morgan Stanley</li>
</ul>

Bloomberg Surveillance TV: January 26th, 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f0216c5b-996c-4a84-9bfd-b3de01149371/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, January 26th, 2026

Featuring:
1) Seth Carpenter, Global Head of Macro Research at Morgan Stanley, discusses the outlook for US growth and the Fed's path ahead.

2) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, examines the fallout of this weekend's ICE shooting in Minnesota.

3) Brian Belski, CEO and CIO at Humilis Investment Strategies, on how attractive valuations are creating tailwinds for small and mid cap equities.

4) Janno Lieber, MTA Chair & CEO, on the agency's post-snowstorm recovery efforts.

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 Sweeney Monday, January 26th, 2026 Featuring: 1) Seth Carpenter, Global Head of Macro Research at Morgan Stanley, discusses the outlook for US growth and the Fed's path ahead.
2) Patrick McHenry, Former Chair of the House Financial Services Committee and Bloomberg Contributor, examines the fallout of this weekend's ICE shooting in Minnesota.
3) Brian Belski, CEO and CIO at Humilis Investment Strategies, on how attractive valuations are creating tailwinds for small and mid cap equities.
4) Janno Lieber, MTA Chair &amp; CEO, on the agency's post-snowstorm recovery efforts.

The Fed's Path Ahead & Minnesota ICE Shooting Fallout

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e20ffe05-2d9f-419b-b317-b3de00ea56d1/transcript

Surveillance: The Shift To E-Commerce

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