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Bloomberg Surveillance · October 1 · 30 min

The Yield Curve and Shipping Risks

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 SweeneyThursday, October 1st, 2026 Featuring: 1) Cam Harvey, Professor of Finance at Duke University's Fuqua School of Business, joins to talk about the yield curve and ten-year. 2) Kate Luft, Head of Retail Banking and Citigold, talks relationship banking and CIO views. 3) John Kartsonas, Founder Managing Partner at Breakwave Partners, talks about managing the world's top performing ETF of 2026 (BWET) and how he's understanding activity in the Strait of Hormuz. 4) Jack Devine, founder at The Arkin Group, discusses Israel-Gaza, the war in Ukraine, and how the US is managing geopolitical conflicts. See omnystudio.com/listener for privacy information.

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show notes

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 SweeneyThursday, October 1st, 2026
Featuring:

1) Cam Harvey, Professor of Finance at Duke University's Fuqua School of Business, joins to talk about the yield curve and ten-year.
2) Kate Luft, Head of Retail Banking and Citigold, talks relationship banking and CIO views.
3) John Kartsonas, Founder Managing Partner at Breakwave Partners, talks about managing the world's top performing ETF of 2026 (BWET) and how he's understanding activity in the Strait of Hormuz. 4) Jack Devine, founder at The Arkin Group, discusses Israel-Gaza, the war in Ukraine, and how the US is managing geopolitical conflicts.

See omnystudio.com/listener for privacy information.

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