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Bloomberg Surveillance

Bloomberg

Listen for the latest in finance, economics and investment.

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television.

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.

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168 episodes
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October 21 · 14 min
Earnings Special: Meta Boosts Bet on AI With Spending Outlook, New Stock Class
Meta Platforms boosted its capital spending outlook and announced plans for a new class of nonvoting stock, escalating its already-stratospheric bet on artificial intelligence. Capital expenditures will be $135 billion to $145 billion in 2026, the social-media giant said during its quarterly earnings report Wednesday, raising the bottom end of the range from $130 billion. The moves show that Meta has confidence that its spending on artificial intelligence will bear fruit. Chief Executive Officer Mark Zuckerberg has struggled to persuade investors to accept the company’s ballooning expenses for ambitious AI bets. But in recent months, Meta has made headway with its technology. Meta shares rose in after-hours trading on Wednesday. They had gained about 6% this year through the close in New York. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with Ed Ludlow, Bloomberg Tech co-host. See omnystudio.com/listener for privacy information.
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October 21 · 21 min
Bloomberg Surveillance TV: October 21st, 2026
Featuring: Matt Stucky, VP & Chief Portfolio Manager: Equities at Northwestern Mutual George Pollack, Senior Analyst: US Policy at Signum Global Advisors Alicia Reese, Senior VP: Equity Research at Wedbush Securities See omnystudio.com/listener for privacy information.
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October 21 · 29 min
Sticky Inflation is Testing the Fed; Midterm Election Countdown
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 Sweeney Wednesday, October 21st, 2026 Featuring: 1) Julia Coronado, president and founder at Macropolicy Perspectives 2) Jennifer Lawless, professor at University of Virginia 3) Sean Henry, CEO an founder at STORD 4) Damian Sassower, Chief EM Strategist with Bloomberg Intelligence AND Michael Dean, Bloomberg Intelligence auto analyst See omnystudio.com/listener for privacy information.
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October 20 · 14 min
Earnings Special: SpaceX Profit Beats Estimates on Big Jump in AI Revenue
SpaceX exceeded estimates for quarterly revenue and profit, driven by substantial growth in its artificial intelligence and satellite internet businesses. Elon Musk’s satellite, rocket and AI conglomerate posted $4.4 billion in net income for the quarter ended in September, far better than analysts’ average projection of $1.88 billion. Revenue increased 161% from a year ago and also beat expectations. SpaceX shares rose in New York after the close of regular trading. For instant reaction and analysis, Bloomberg Businessweek Daily guest hosts Norah Mulinda and Alexis Christoforous speak with: Ed Ludlow, Bloomberg Tech co-host George Ferguson, Bloomberg Intelligence Global Head of Aerospace, Defense & Airline Analysis See omnystudio.com/listener for privacy information.
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October 20 · 24 min
Bloomberg Surveillance TV: October 20th, 2026
Featuring: Angelo Kourkafas, Senior Global Investment Strategist at Edward Jones Edward Mills, Managing Director & Washington Policy Analyst for Raymond James Dave McKay, President & CEO of the Royal Bank of Canada See omnystudio.com/listener for privacy information.
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October 19 · 21 min
Bloomberg Surveillance TV: October 19th, 2026
Featuring: Peter Tchir, Head: Macro Strategy at Academy Securities Jessica Taylor, Senate & Governors Editor at The Cook Political Report Aditya Bhave, Managing Director & Head of US Economics Research at Bank of America Securities See omnystudio.com/listener for privacy information.
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October 19 · 29 min
Potential Market Rebound and Shipping Latest
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 Sweeney Monday, October 19th, 2026 Featuring: 1) Anwita Bahuguna, Global Co-CIO Asset Management at Northern Trust, discusses market risks to watch and asset allocation. 2) Violeta Todorova, Senior Research Analyst at Leverage Shares, discusses the tech selloff, a possible rebound, and gold and Bitcoin. 3) Ben McMillan, founder and CIO at IDX Advisors, talks rates, AI demand, and an equity push higher. 4) Oscar de Bok, CEO of DHL Global Forwarding, talks how global shipping is fairing amid hot wars in Iran and Ukraine. See omnystudio.com/listener for privacy information.
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October 17 · 41 min
Bank Earnings, Why Consumers Are 'Roughed Up' & Real Estate Trends
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Wells Fargo Chief Economist Tom Porcelli, Miller Samuel Co-Founder Jonathan Miller, and Brown Harris Stevens CEO Bess Freedman. See omnystudio.com/listener for privacy information.
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October 16 · 22 min
Bloomberg Surveillance TV: October 16th, 2026
Featuring: Keith Lerner, Chief Investment Officer at Truist Dominique Toublan, Managing Director & Head of US Credit Strategy at Barclays Rick Wurster, President & CEO of Charles Schwab See omnystudio.com/listener for privacy information.
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October 16 · 43 min
AI Integration and Stock Fears
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 Sweeney Friday, October 16th, 2026 Featuring: 1) Rick Wurster, CEO of Charles Schwab, discusses the bank's recent performance and strategies going forward as well as AI integration. 2) Bob Hormats, Vice Chair at Kissinger Associates, joins to talk US-China relations, the war in Iran, and the global AI race. 3) Dan Ives, Partner at Yorkville & Ives, talks CoreWeave and the tech bull case. 4) Molly Pieroni, Partner at Yacktman Asset Management, offers her stock picks and talks value investing in an inflationary environment. See omnystudio.com/listener for privacy information.
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October 15 · 22 min
Bloomberg Surveillance TV: October 15th, 2026
Featuring: Sebastien Page, CIO & Co-Head of Global Investments at T. Rowe Price Ted Mortonson, Managing Director: Tech Strategist at Baird Libby Cantrill, Head of Public Policy at PIMCO See omnystudio.com/listener for privacy information.
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October 15 · 49 min
Inflation and Bonds Amid AI Concerns
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 Sweeney Thursday, October 15th, 2026 Featuring: 1) David Katz, CIO at Matrix Asset Advisors, Dana Telsey, Founder at Telsey Advisory Group, and Ross Mayfield, Investment Strategist at Baird Private Wealth, react to PPI and CPI. 2) Wei Li, Global Chief Investment Strategist at BlackRock, offers her outlook for global equities and inflation. 3) Winnie Cisar, Global Head: Strategy at CreditSights, discusses rising bond yields across the globe and the question of rates. 4) Libby Cantrill, Managing Director: Public Policy at PIMCO, previews the Midterms and issues driving voters to the polls. See omnystudio.com/listener for privacy information.
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October 14 · 22 min
Bloomberg Surveillance TV: October 14th, 2026
Featuring: Cameron Dawson, CIO of NewEdge Wealth Lt. General (Rt.) Karen Gibson, Advisor at Academy Securities James Bullard, Dean of the Purdue University Business School, and former St. Louis Fed President See omnystudio.com/listener for privacy information.
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October 14 · 53 min
CPI and the AI Trade
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 Sweeney Wednesday, October 14th, 2026 Featuring: 1) Eric Winograd, Chief Economist at AllianceBernstein, David Rosenberg, founder at Rosenberg Research, Jim Bianco, founder at Bianco Research, and Rob Sockin, Chief US Economist at PGIM Credit react to CPI and talk US inflation. 2) Ted Mortonson, Managing Director: Technology at Baird, talks about his outlook for tech and the AI trade 3) Ernesto Revilla, Chief Economist: Latin America at Citi, talks about his call that Latin America's economies are "poised for take-off." See omnystudio.com/listener for privacy information.
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October 13 · 21 min
Bloomberg Surveillance TV: October 13th, 2026
Featuring: Mike Wilson, CIO & Chief US Equity Strategist for Morgan Stanley Sarah Kunst, Managing Director & Founder of Cleo Capital George Saravelos, Managing Director & Global Head: FX Research at Deutsche Bank See omnystudio.com/listener for privacy information.
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October 13 · 34 min
Markets, Earnings, and Oil
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 Sweeney Tuesday, October 13th, 2026 Featuring: 1) Ed Yardeni, President at Yardeni Research, talks about his S&P call, bond vigilantes, and what could hold back to the equity melt up. 2) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on her S&P outlook and market choppiness. 3) Ellen Fraser, Partner at Baringa, joins to discuss rising oil prices and whether diesel prices will come down with Russian diesel on the market. 4) David Reich, founder at Fambot, talks about developing a real life AI-use case and where we might see more AI integration in daily life. See omnystudio.com/listener for privacy information.
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October 12 · 21 min
Bloomberg Surveillance TV: October 12th, 2026
Featuring: Norman Roule, Senior Advisor: Warfare & Terrorism Program at Center for Strategic & International Studies Dr. Amrita Sen, Director of Market Intelligence & Founder of Energy Aspects Torsten Slok, Partner & Chief Economist of Apollo Management See omnystudio.com/listener for privacy information.
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October 12 · 33 min
Upward Pressure on Yields and Equities
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 Sweeney Monday, October 12th, 2026 Featuring: 1) Matt King, founder at Satori Insights, talks climbing bond yields, who's buying Treasuries, and how much pressure bonds are actually under. 2) Ken Leon, Global Director of Research at CFRA, previews big bank earnings this week. 3) Larry McDonald, founder at The Bear Traps Report, joins for an extended discussion on bond market stress, equity moves, and political eco risks. 4) Selma Hepp, Chief Economist at Cotality, talks home sales and the outlook for mortgage rates and refinancing. See omnystudio.com/listener for privacy information.
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October 10 · 42 min
Supply Shocks Hit Your Wallet, Investor & Consumer Sentiments Diverge, Expensive Suburbs
Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. This week's show features Peter Orszag, Lazard CEO & Chairman, Anastasia Amoroso, Chief Investment Strategist, Partners Group and more. See omnystudio.com/listener for privacy information.
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October 9 · 21 min
Bloomberg Surveillance TV: October 9th, 2026
Featuring: George Goncalves, Managing Director & Head of US Macro Strategy at MUFG Securities Sheila Kahyaoglu, Managing Director of Equity Research at Jefferies Thierry Wizman, Director of Global Currencies & Interest Rate Strategist at Macquarie See omnystudio.com/listener for privacy information.
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Showing 21–40 of 168 episodes