Podcast appearances and mentions of Tom Keene

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Veteran short seller James Chanos says the SpaceX mega IPO is a troubling sign for the broader markets. He says "we're going to shatter" records this year when it comes to IPOs. He speaks to Tom Keene and Scarlet Fu on "Bloomberg Money."See omnystudio.com/listener for privacy information.

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.

Liz Ann Sonders, Charles Schwab chief investment strategist, sees a rise of speculative investing and says financial markets are starting to look more like casinos. She speaks with Tom Keene and Scarlet Fu on the debut episode of "Bloomberg Money."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.

Filippo Falorni, Director - Equity Research at Citi, talks about his report on the World Cup coming to the US and how consumers expect to change spending and consumption. He speaks with Bloomberg's Tom Keene and Paul SweeneySee 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.

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.

Daniel Boulud is a French chef and restaurateur with restaurants in New York City, Palm Beach, Miami, Toronto, Montréal, Singapore, the Bahamas, and Dubai. He speaks with Bloomberg's Tom Keene. 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.

With the highly-anticipated debut of SpaceX on the US stock market around the corner, euphoria for Elon Musk’s rocket venture is drawing comparisons to Tesla's effect on electric-vehicle stocks. Dan Ives, Global Head: Technology at Wedbush Securities discusses more with Bloomberg's Tom Keene and Damian Sassower. 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.