Podcast appearances and mentions of Paul Sweeney

George Bory, Chief Investment Strategist: Fixed Income at Allspring Global Investments, says bond markets face a structural supply challenge from AI infrastructure spending, with hyperscalers expected to finance a significant share of a multitrillion-dollar data center buildout through bonds, loans and securitized debt. He spoke to Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Charles Schwab Chief Investment Strategist Liz Ann Sonders says we're reverting back to the "temperamental era" of the 1960s - 1990s. She discusses further with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Steven Major, global macro advisor at Tradition Dubai, says some bonds may be getting "twitchy" further out on the curve. He says the US Treasury is not doing any favors for the taxpayer "by issuing long bonds north north of 5% yield." He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

The US government sold 30-year bonds at the highest interest rate in a quarter century, a testament to investors’ demand for greater compensation to finance the nation’s growing deficit.Priya Misra, Portfolio Manager: Core Plus Bond Fund at JPMorgan Asset Management, discusses the bond market and how the Fed is digesting recent economic data with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Ed Yardeni, president of Yardeni Research, says he has a case of "FEMO," or fabulous earnings momentum, adding that earnings are driving the markets higher. He spoke to Bloomberg's Tom Keene and Paul Sweeney on Bloomberg Radio.See omnystudio.com/listener for privacy information.

Pimco Head of Short-Term Portfolio Management Jerome Schneider discusses liquidity framework in the broader marketplace and whether he sees a hike/hold/cut by the Fed in the next meeting. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jim Caron, CIO of portfolio solutions for Morgan Stanley Investment Management, says a hot CPI report on Wednesday could cause problems for the Federal Reserve. Caron says higher nominal growth is driving equity prices higher. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Amazon boosted its forecast for full-year capital expenditures to $220 billion on Thursday, up from a previous estimate of $200 billion, with Chief Executive Officer Andy Jassy saying most of that spending will go toward artificial intelligence. The outlook was part of a rush of earnings reports delivered by so-called hyperscalers — the world’s largest cloud computing providers — and they showed there’s been no letup in ambitions for building AI infrastructure. For more, we get reaction from Dan Ives, Partner at Yorkville and Ives. He speaks with Tom Keene and Paul Sweeney on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

The US earnings season suggests companies are successfully defending profits against a difficult macro backdrop, even as weaker revenue beats and deteriorating estimate revisions point to lingering pressure beneath the surface, according to RBC strategists Lori Calvasina and Amy Wu Silverman. They speak with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Amanda Lynam, chief credit strategist at Goldman Sachs discusses discuss the state of private credit with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Bernard and Alex discuss a good start for Andy Burnham in terms of communications but does it really change any of the fundamental issues facing the country. Also, who are the runners and riders for the Scottish Labour leadership after Anas Sarwar accepted a peerage and is not a Westminster Trade Minister? Michael Marra? Monica Lennon? Paul Sweeney? Daniel Johnson?Focussing on UK, Scottish and Global politics, if you like other great political podcasts like The Rest is Politics, The News Agents, Newscast, Questions Time, Holyrood Sources, Planet Holyrood, The Stooshie, The Steamie, Scotcast, Americast etc etc then The Ponsonby and Massie Podcast could be a great show to add to your list of favourites. Hosted on Acast. See acast.com/privacy for more information.

On today's episode of Holyrood Sources, Calum Macdonald, Geoff Aberdein and Andy Maciver are joined by Scottish Labour MSP, Paul Sweeney to discuss the shock news that Anas Sarwar is set to resign to join new PM Andy Burnham's team in Westminster.What will Sarwar's departure mean for Scottish Labour and the UK Labour Party overall.Has Sarwar blindsided his Holyrood colleagues by accepting a job out of the blue?And what kind of leader is Burnham going to be, now he is officially the top dog in Westminster? Hosted on Acast. See acast.com/privacy for more information.

Apple's lawsuit accusing OpenAI of systematically stealing its intellectual property threatens to disrupt the AI company’s device ambitions long before the case is resolved. Bloomberg's Mark Gurman joins Tom Keene and Paul Sweeney on "Bloomberg Surveillance"See omnystudio.com/listener for privacy information.

Marques Colston, former NFL Wide receiver and founder of the Champion Fund, discusses the Champion Fund, a professionally managed interval fund that gives investors access to private sports-related assets. Colston spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Claudia Sahm, Chief Economist at New Century Advisors, brings us into the jobs report for the month of June with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Brian Belski, CEO and founder at Humilis Investments, joins Bloomberg's Tom Keene and Paul Sweeney for an extended discussion on the equity rally and his favorite contrarian sectorSee omnystudio.com/listener for privacy information.

Bob Michele, global head of fixed income at JPMorgan Asset Management, explains the factors he sees leading the Federal Reserve to raise interest rates “once or twice” next year, but not engage in a “dramatic hiking cycle.” He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

The US Supreme Court ruled that Federal Reserve Governor Lisa Cook can stay in her job for now, reinforcing the central bank’s independence from the White House and dealing a setback to President Donald Trump.In a separate ruling, the court expanded the president’s power to fire top government officials at other federal agencies.Voting 5-4, the high court said Cook can remain at the Fed while she fights Trump’s bid to oust her over unproven mortgage fraud allegations. Chief Justice John Roberts and Justice Brett Kavanaugh joined the three liberals in the majority. Bloomberg's Paul Sweeney and Scarlet Fu got reaction from: June Grasso, Bloomberg Law Host Elliot Stein, Bloomberg Intelligence litigation analyst Tyler Kendall, Bloomberg Washington correspondent Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor See omnystudio.com/listener for privacy information.

Dan Ives, global head of tech research and senior equity analyst at Wedbush Securities, discusses the importance of Wednesday’s earnings from Micron Technologies, tech spending on capex and the AI buildout, and how he views public-private partnerships on AI companies. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Linda Cohn is an American sportscaster. She has anchored ESPN's SportsCenter since 1992. She speaks with Paul Sweeney and Scarlet Fu. See omnystudio.com/listener for privacy information.

Former SEC Chairman Gary Gensler says AI leaders and hyperscalers need to generate meaningful revenue and productivity gains to meet current market conditions. Speaking to Tom Keene and Paul Sweeney on Bloomberg Radio, Gensler also warned that as investors consider selling shares in highly-valued IPOs like SpaceX, it could create a broader downward effect on the market as a whole.See omnystudio.com/listener for privacy information.

Federal Reserve Chairman Kevin Warsh recently presided over his first policy meeting since taking the helm of the US central bank, vowing to restore price stability as officials signaled growing support for interest-rate hikes this year. Meanwhile, a key gauge of underlying euro-area price pressures was stronger than initially reported, supporting European Central Bank policymakers’ concerns about lingering inflation risks from the conflict in the Middle East. Former New York Fed President and Bloomberg Opinion Columnist Bill Dudley joins Bloomberg Surveillance with Tom Keene and Paul Sweeney on Bloomberg Radio Tuesday morning to discuss the regime change at the Fed and Alan Greenspan's legacy.See omnystudio.com/listener for privacy information.

Alan Greenspan has died at the age of 100. The former Federal Reserve Chairman died on Monday at his home, NBC News reported, citing his wife, Andrea Mitchell. The cause was complications of Parkinson’s disease. Greenspan was proclaimed a wizard for guiding a then-record US economic expansion, only to see his luster dimmed by the financial crisis that erupted less than two years after he stepped down. Bloomberg's David Westin, Paul Sweeney and Isabelle Lee look back at the life and legacy of Alan Greenspan, along with James Egelhof, Chief US Economist at BNP Paribas, and John Micklethwait, Editor-in-Chief at Bloomberg News.See omnystudio.com/listener for privacy information.

Yardeni Research Founder & President Ed Yardeni joins Bloomberg's Tom Keene and Paul Sweeney on Bloomberg Surveillance to discuss the current state of the market, why the bull market won't go down, and more.See omnystudio.com/listener for privacy information.

Mike Wilson, Morgan Stanley Chief US Equity Strategist, joins Bloomberg's Paul Sweeney and Matt Miller on Bloomberg Surveillance to discuss the current data that Morgan Stanley is collecting regarding AI.See omnystudio.com/listener for privacy information.

HPE President & CEO Antonio Neri talks with Bloomberg's Paul Sweeney and Scarlet Fu on Bloomberg Intelligence about how AI usage is helping grow the company and how important it is as a tech company to see the acceleration of AISee omnystudio.com/listener for privacy information.

Why Profitable Businesses Still Feel Under Pressure

Bloomberg Sports Reporter Jon Stashower joins Bloomberg's Tom Keene and Paul Sweeney on Bloomberg Surveillance to break down Game 4 of the NBA Finals after the New York Knicks overcame a 29-point deficit in the second half to beat the San Antonio Spurs 107 to 106. The Knicks now possess a 3-1 series lead over the Spurs and are one win away from hoisting the Larry O'Brien Trophy.See omnystudio.com/listener for privacy information.

Jim Bianco, founder at Bianco Research, talks about why he's long called financial conditions too loose, whether he's still in the rate hike camp, and the ramifications of a post-pandemic economy. Jim also discusses how the Knicks compare to the 2016 Chicago Cubs. He speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Claudia Sahm, Chief Economist at New Century Advisors, joins Bloomberg's Tom Keene and Paul Sweeney on Bloomberg Surveillance to discuss jobs numbers.See omnystudio.com/listener for privacy information.

Kevin Gordon, Head of Macro Research and Strategy for the Schwab Center for Financial Research at Charles Schwab, discusses the equity reaction to May jobs. Gordon spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Gautam Mukunda, lecturer at Yale University and Bloomberg Opinion columnist, joins to discuss the latest DC headlines and how the Trump admin is looking ahead to the midterms. He speaks with Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Meredith Whitney, CEO at Meredith Whitney Advisory Group discusses the on-going market impact of the war in Iran, consumer health, the labor market and more. She speaks with hosts Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Chad Brown, Senior Fellow at the Peterson Institute, discusses his new book, "How to Win a Trade War" with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Ivan Feinseth, CIO at Tigress Financial speaks on Nvidia's earnings, the news of OpenAI and SpaceX filing for an IPO and latest thoughts on tech stocks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

SMBC Nikko Securities America chief economist for the Americas Joe Lavorgna speaks inflation, US economy, and bond market with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

MTA Chair Janno Lieber joins Tom Keene and Paul Sweeney on "Bloomberg Surveillance Radio" to discuss the ongoing LIRR strike and the potential timeline of a resolution. See omnystudio.com/listener for privacy information.

Bob Hormats, Vice Chairman of Kissinger Associates, talks about the Trump/Xi Summit with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Ed Yardeni, Yardeni Research, joined Bloomberg's Tom Keene and Paul Sweeney to discuss “extraordinary” first-quarter earnings results as he boosts his year-end target for the S&P 500 to 8,250. He discusses the role of the consumer in driving economic resilience and says he’s “not getting freaked out” by the current level of bond yields.See omnystudio.com/listener for privacy information.

Simon Johnson & Elisabeth Reynolds, professors at MIT, join Bloomberg's Tom Keene and Paul Sweeney to discuss how six sectors may determine the future of America's tech leadership.See omnystudio.com/listener for privacy information.

Liz Ann Sonders, chief investment strategist at Charles Schwab, maneuvering throught a turbulent market. Sonders spoke with Bloomberg's Tome Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

A record-breaking run drove stocks toward their longest weekly rally since 2024 amid hopes for a deal to end the Iran war that has rattled financial markets and jeopardized the economic outlook. The nearly 1% advance in the S&P 500 Friday left the gauge on track for a fifth straight week of gains. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses pressure on equities from the oil shock and why prices continue to climb higher. She speaks with hosts Paul Sweeney and Alexis Christoforous.See omnystudio.com/listener for privacy information.

Suzanne Maloney, Vice President and Director of the Foreign Policy program at the Brookings Institution and Foreign Affairs author, discusses her article on the Iran War's unintended consequences and the stalemate in negotiations. She speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Robert Kaplan, vice chairman at Goldman Sachs and former Dallas Fed president, discusses the outlook for US monetary policy. Kaplan spoke with Bloomberg's Tom Teene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mishal Husain, Host of 'The Mishal Husain Show,' discusses the shooting at the White House Correspondents’ dinner and how the heightened security risk might impact King Charles' state visit this week. She speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Claudia Sahm, Chief Economist at New Century Advisors discusses what the duration of inflation in everyday products could be, a pattern of decline in payrolls, and the state of investment. She speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Henrietta Treyz, Co-founder, Managing Partner and Director of Economic Policy Research at Veda Partners discusses the political impact the war in Iran may have on Trump administration officials. She speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Rebecca Lissner, Senior Fellow of US Foreign Policy at the Council on Foreign Relations speaks on President's Trump threats to "blow everything up" in Iran. She speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Martha Gimbel, Executive Director & Co-Founder of Yale Budget Lab speaks on President Trump's tariffs, the rise in oil and gas prices, and the shock to metal prices. She speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

Liz Ann Sonders, Chief Investment Strategist & Kevin Gordon, Head of Macro Research and Strategy at Charles Schwab, on the narrowing gap between 'front page' and 'bottom line' risk. They speak with Bloomberg's Tom Keene and Paul Sweeney, and discuss how markets are responding to the war in Iran.See omnystudio.com/listener for privacy information.