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Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, talks PCE benign relative to expectations, ripple effects of spike in diesel prices still to come and signs that Great Moderation Era is in rearview mirror. She Spoke to Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.
The former head of the US Securities and Exchange Commission warned about looming hurdles for artificial intelligence companies, citing competition with Chinese models and the potential for guardrails. He speaks with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.
Madeline Brumby and Shane Morton join Jim for a special episode celebrating the 20th Anniversary fo The Silver Scream Spook Show with a discussion of the 1957 Cult Classic "Plan 9 From Outer Space," Directed by Edward d. Wood Jr and starring Bela Lugosi, Gregory Walcott, Mona McKinnon, Duke Moore, Tom Keene, Carl Anthony, Tor Johnson, Dudley Manlove, Joanna Lee, John Breckinridge, Norma McCarty, Maila Nurmi, Tom Mason, and Criswell. This cult classic has been entertaining folks for nearly 70 years and continues to be am extremely popular Mdnight Movie. Find out more on MONSTER ATTACK!, The Podcast Dedicated To Old Monster Movies.
Madeline Brumby and Shane Morton join Jim for a special episode celebrating the 20th Anniversary fo The Silver Scream Spook Show with a discussion of the 1957 Cult Classic “Plan 9 From Outer Space,” Directed by Edward d. Wood Jr and starring Bela Lugosi, Gregory Walcott, Mona McKinnon, Duke Moore, Tom Keene, Carl Anthony, Tor […] The post Plan 9 From Outer Space | Episode 535 appeared first on The ESO Network.
With President Trump set to meet Gulf leaders on the sidelines of this week’s UN meetings, the Iran war is likely to take center stage. Houthi attacks in Saudi Arabia and rising energy prices underscore the widening global toll of a war that has cost the US more than $43 billion, by the Pentagon’s latest estimate. Bloomberg Economics Defense Lead Becca Wasser and Dina Esfandiary, Middle East Geoeconomics Lead for Bloomberg Economics speak with Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.
Torsten Slok, Chief Economist at Apollo, talks Forbes list of wealthiest Americans and net worth of private business owners. Most top-end wealth in the US does not sit with a few household names but with millions of business owners in towns and mid-size cities across the country. He talks to Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.
Henry McVey, partner, head of global macro and asset allocation and CIO of the KKR’s balance sheet, suggested the investors should shift to private markets as the traditional stock-bond diversification model breaks down under the pressure of geopolitical tensions and growing fiscal deficits. He spoke to Scarlet Fu and Tom Keene on “Bloomberg Money.” See omnystudio.com/listener for privacy information.
Dana Telsey, Chief Research Officer and Founder at Telsey Advisory Group, talks valuation method for target price and risks across one or more sectors for investment, including volatility of commodity costs, consumer spending, weaker consumer confidence and unemployment rates. She talks to Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.
Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. The Federal Reserve raised interest rates by a quarter percentage point and penciled in an additional hike later this year, steps aimed at containing inflation that will test Chairman Kevin Warsh’s relationship with President Donald Trump. Wall Street traders drove stocks to the lowest since July on bets the Federal Reserve will keep raising rates to combat inflation after delivering its first hike in three years. In his remarks to reporters, Fed Chair Kevin Warsh restated his concerns over inflation, saying too many categories of products and services were showing annualized price gains above 3% on a 6- and 12-month basis.See omnystudio.com/listener for privacy information.
Joe Daniels, Former President & CEO of the National September 11 Memorial & Museum, talks his experience on 9/11 and leading the transformation of Ground Zero and the lessons they taught you about leading through crisis. He talks to Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.
Brian Kelly, CEO at "The Points Guy" sat down with Bloomberg's Tom Keene and Scarlet Fu on Bloomberg Money to discuss how he built the site in 2010 while working at Morgan Stanley and using corporate travel spending to rack up credit card points. He says the site took off within 11 months after he began sharing tips for corporate travelers. Kelly also defends his broader thesis that points are a real currency and says loyalty programs remain highly profitable for airlines and banks.See omnystudio.com/listener for privacy information.
Nicole Bachaud, Labor Economist at ZipRecruiter, talks employment growth, job seekers bracing fewer opportunities and current labor market conditions. She talks to Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.
Cleveland Fed President Beth Hammack says interest rates remain the central bank's clearest and most transparent policy tool for adjusting monetary policy. Speaking to Tom Keene, Lisa Abramowicz and Michael McKee on the sidelines of the Jackson Hole Economic Symposium, Hammack says policy makers "don't really know" how changes in the balance sheet will flow through the broader economy.See omnystudio.com/listener for privacy information.
Former Kansas City Fed President Esther George says inflation that continues to be "sticky" requires a response from Fed and that the question is: will the central bank respond with "Words or an action." Speaking with Bloomberg News' Lisa Abramowicz and Tom Keene ahead of Fed Chair Kevin Warsh's scheduled remarks, George says it's important for Fed to follow through to keep its credibility.See omnystudio.com/listener for privacy information.
Kenneth Rogoff, Chair of International Economics at Harvard, warns that rising debt and persistently higher interest rates are leaving the US increasingly vulnerable to the next major shock. He discusses why Washington cannot simply grow its way out of the problem, and why a fiscal crisis may ultimately be needed to force meaningful action. Rogoff spoke to Bloomberg’s Tom Keene on the sidelines of the Jackson Hole Economic Symposium.See omnystudio.com/listener for privacy information.
Following a turbulent stretch for the US bond market, and a bond buyback announcement by Treasury Secretary Scott Bessent, questions remain about what Secretary Bessent’s next move will be. Kevin Gordon, Head of Macro Research & Strategy at Schwab Center for Financial Research, discusses the bond buyback announcement and its impact on the market. Gordon spoke with Bloomberg's Tom Keene and Isabelle Lee.See omnystudio.com/listener for privacy information.
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.
Mike Wilson, Morgan Stanley chief US equity strategist and CIO, talks about using gold as a defensive asset to protect your portfolio. He says gold has been in a bull market for 25 years. He speaks with Bloomberg's Tom Keene and Scarlet Fu on "Bloomberg Money"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.
In an exclusive interview, PGA Tour boss Brian Rolapp said there's no merger and no conversations with LIV Golf, stating the PGA Tour has been concentrated on its own product. Speaking to Tom Keene and Scarlet Fu on Bloomberg Money, Rolapp said the PGA Tour has been mainly focused on improving its product, introducing a new format with a two-tier series and increased player compensation to counter the impact of LIV Golf.See omnystudio.com/listener for privacy information.
US employers unexpectedly cut jobs in July and hiring in the prior two months was revised lower, suggesting the labor market is weaker than previously thought after surprising strength earlier this year.Nonfarm payrolls decreased 23,000 last month following a combined 103,000 downward revision to the May and June figures, Bureau of Labor Statistics data showed Friday. The unemployment rate fell to 4.1% as labor force participation continued to slide, and wage growth slowed. Bloomberg's Tom Keene and Damian Sassower break down the numbers with: Claudia Sahm, Chief Economist at New Century Advisors Constance Hunter, Chief Economist at EIU Kristina Campmany, Senior Portfolio Manager at Invesco Andrew Hollenhorst, Chief US Economist at CitiStephanie Roth, Wolfe Research Chief Economist See omnystudio.com/listener for privacy information.
Port of Los Angeles Executive Director Gene Seroka says that big box retailers are driving heavy volumes of clothes, electronics and furniture through Los Angeles and the neighboring Port of Long Beach this summer. He speaks with Bloomberg's Tom Keene and Damian SassowerSee 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.
Former Fed Vice Chair Richard Clarida joined Bloomberg's Tom Keene and Scarlet Fu to discuss bonds and retirement.See omnystudio.com/listener for privacy information.
Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve officials left interest rates unchanged, but a fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent inflation. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland’s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The committee’s post-meeting statement was otherwise identical to the one issued following their June meeting. Officials repeated their pledge to “deliver price stability.”See omnystudio.com/listener for privacy information.
Bloomberg’s Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve’s latest policy decision on a special edition of Bloomberg Surveillance. Warsh insisted policymakers’ decision to leave interest rates unchanged wasn’t a sign of inertia at the central bank, which he reiterated is committed to tackling inflation. The Federal Open Market Committee voted 9-3 to hold the benchmark federal funds rate in a range of 3.5% to 3.75%. Dallas Fed President Lorie Logan, Cleveland’s Beth Hammack and Minneapolis Fed chief Neel Kashkari dissented in favor of raising rates by a quarter percentage point. The fractured vote signaled growing conviction among some policymakers that higher rates are needed to curb resurgent price pressures. The committee’s post-meeting statement was otherwise identical to the one issued following their June meeting, with officials repeating their pledge to “deliver price stability.”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.
Ed Yardeni, President at Yardeni Research, joined Bloomberg's Tom Keene and Scarlet Fu on Bloomberg Money to discuss some of the market research done by the company as well as his personal strategy for investing.See omnystudio.com/listener for privacy information.
US consumer sentiment rose in early July to a five-month high as lower gasoline prices boosted morale. The University of Michigan’s preliminary sentiment index increased to 54.4 in July, from 49.5 in June, topping all estimates in a Bloomberg survey of economists. For more, Bloomberg's Tom Keene and Damian Sassower spoke with Tiffany Wilding, Economist: North America at PIMCOSee omnystudio.com/listener for privacy information.
Hudson Bay Capital Senior Economic Strategist Nouriel Roubini speaks on inflation, social security, saving habits and more with Bloomberg's Tom Keene and Scarlet Fu. See omnystudio.com/listener for privacy 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.
George Noble, Noble Capital Advisors Managing Partner speaks on the so-called AI "bubble" in the market. He speaks with Bloomberg's Tom Keene and Paul SweeneySee 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.
Henrietta Treyz, Veda Partners director of economic policy research, discussed expectations for the upcoming NATO summit, oil prices and how Iran will stay in control of the Strait of Hormuz after the war is over. She speaks with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.
Lori Calvasina, head of US equity strategy at RBC first half of 2026 and her expectations for the second half of 2026. She speaks with Bloomberg's Tom Keene and Paul SweeneySee 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.
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.
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.
Abby Joseph Cohen, Professor at Columbia Business School, joins Bloomberg's Tom Keene and Lisa Mateo on Bloomberg: Money to discuss the late Alan Greenspan and how important of a role he played in shaping the Fed as it is today, the state of the current FOMC, and more.See omnystudio.com/listener for privacy information.
Abby Joseph Cohen, Professor at Columbia Business School, joins Bloomberg's Tom Keene and Lisa Mateo on Bloomberg: Money to discuss the late Alan Greenspan and how important of a role he played in shaping the Fed as it is today, the state of the current FOMC, and more.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.
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.
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.
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.