Episode's summary
Featuring: Ludovic Subran, CIO & Chief Economist at Allianz Lieutenant General (Ret.) Karen Gibson, Geopolitical Group Member at Academy Securities Robert Kaplan, Vice Chair at Goldman Sachs and former Dallas Fed President See omnystudio.com/listener for privacy information.
Featuring: Ludovic Subran, CIO & Chief Economist at Allianz Lieutenant General (Ret.) Karen Gibson, Geopolitical Group Member at Academy Securities Robert Kaplan, Vice Chair at Goldman Sachs and former Dallas Fed President See omnystudio.com/listener for privacy information.
Episodes
Bloomberg Surveillance TV: October 27th, 2026
ListenedFeaturing: Ludovic Subran, CIO & Chief Economist at Allianz Lieutenant General (Ret.) Karen Gibson, Geopolitical Group Member at Academy Securities Robert Kaplan, Vice Chair at Goldman Sachs and former Dallas Fed President See omnystudio.com/listener for privacy information.
Previewing the Fed Meeting and AI IPOs
ListenedThe 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 27th, 2026 Featuring: 1) Robert Kaplan, Vice Chairman at Goldman Sachs and former President of the Dallas Fed, talks about the outlook for monetary policy, the US economy, and the Fed's rate hiking cycle. 2) Gary Gensler, former SEC Chair and MIT Professor, talks the Anthropic IPO, the Fed, and how the Midterms could reshape US policy. 3) Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley, talks about his S&P call and the earnings driven market. 4) Colin Graham, Head of Multi-Asset Strategies at Robeco, discusses the "uncomfortable sweet spot" for markets and the real debate over nominal growth. See omnystudio.com/listener for privacy information.
Bloomberg Surveillance TV: October 26th, 2026
ListenedFeaturing: Noah Weisberger, Chief US Equity Strategist at BCA Research Neil Dutta, Head of US Economic Research at Renaissance Macro Jessica Taylor, Senate and Governors Editor at The Cook Political Report See omnystudio.com/listener for privacy information.
Market Uncertainty Ahead of the Midterms
ListenedThe 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 SweeneyMonday, October 26th, 2026 Featuring: 1) Peter Tchir, Head of Macro Strategy at Academy Securities, joins to discuss credit spreads across markets and how cost of capital and stubborn energy prices are rippling through markets. 2) Nate Thooft, Global CIO for the Multi-Asset Solutions Team and Senior Portfolio Manager for Manulife Investment Management, talks the three themes connecting markets. 3) Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, talks about the intersection of geopolitics and the Midterms. 4) Ella Gude, Head of Investment Strategy and Asset Allocation at BNY Advisors, talks the expansionary market regime and the upward pressure on equities. See omnystudio.com/listener for privacy information.
Instant Reaction: Anthropic Files for IPO
ListenedAnthropic filed for an IPO, moving a step closer to being the first company focused primarily on developing the most advanced artificial intelligence models to go public. The company behind Claude expects to begin trading on the Nasdaq Global Select Market under the symbol ANT, a filing Monday with the US Securities and Exchange Commission showed. For instant reaction, Bloomberg's Paul Sweeney and Jess Menton speak with Bloomberg Executive Editor for Global Tech Peter Elstrom and Bloomberg Intelligence Senior Tech Analyst Mandeep Singh. See omnystudio.com/listener for privacy information.