Bloomberg Surveillance
Episodes
Faber: there are short-term opportunities in the Yen
11 Apr 2016
Contributed by Lukas
Cambria Investment Management's Meb Faber weighs in on the Yen and Japanese equities on Bloomberg Surveillance with Tom Keene and Michael McKee.See om...
Squali: Marissa Mayer is a potential bidder for Yahoo
08 Apr 2016
Contributed by Lukas
Cantor Fitzgerald's Youssef Squali discusses the negotiations that are going on with Yahoo and that Verizon might be the best choice. He speaks with T...
Vail: Markets are testing the Japanese government
08 Apr 2016
Contributed by Lukas
Nikko's John Vail discusses the Yen and the Bank of Japan because what is happening to the Yen does not seem logical. He speaks with Tom Keene and Mic...
Weisman: Labor force increases are pretty minimal
08 Apr 2016
Contributed by Lukas
Massachusetts Financial's Erik Weisman discusses the labor markets and thinks there will be higher productivity significantly higher than one. He spea...
Low: there are limits to the effectiveness of monetary policy
08 Apr 2016
Contributed by Lukas
FTN Financial's Chris Low weighs in on cutting rates and the limits of monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.See ...
Profusek: inversions a small part of M&A
08 Apr 2016
Contributed by Lukas
Jones Day's Robert Profusek weighs in on tax inversions and how the new rules shouldn't affect the broader M&A industry on Bloomberg Surveillance ...
Goldberg: Validity to emerging markets accumulating debt
08 Apr 2016
Contributed by Lukas
Blackrock's Pablo Goldberg discusses the debt construction of emerging markets and major worries on emerging markets debt. He speaks with Tom Keene an...
Morrison: Oil inventory in storage becomes depleted
07 Apr 2016
Contributed by Lukas
PWC's Reid Morrison says it takes months to bring a new oil well online and companies have not been drilling new wells so production flattens out whil...
Levy: Currently the most housing unit construction since 1974
07 Apr 2016
Contributed by Lukas
John Levy discusses real estate and how multi family development has been the darling of the business for the last five or six years so companies keep...
Hickey: crude oil and Fed were working against the market
07 Apr 2016
Contributed by Lukas
Bespoke Investment's Paul Hickey weighs in on oil prices and the Fed working against the market at the beginning of the year on Bloomberg Surveillance...
Paulsen: Attitude on Wall Street has changed since February
07 Apr 2016
Contributed by Lukas
Wells Fargo's Jim Paulsen discusses equity markets and says we are back to what made this bull market great which was climbing a perpetual wall of wor...
Kirkpatrick: Facebook's strategy is still growth oriented
07 Apr 2016
Contributed by Lukas
Techonomy Media's David Kirkpatrick sits down to discuss Facebook's strategy and its focus on video to engage users on Bloomberg Surveillance with Tom...
Miller: We've hit an afforadability threshold
07 Apr 2016
Contributed by Lukas
Miller Samuel CEO and president Jonathan Miller speaks about the housing markets and how the medium rent in Manhattan has gone down for the first time...
Warne: We continue to think rates will go up slowly
06 Apr 2016
Contributed by Lukas
Edward Jones' Kate Warne says Janet Yellen represents American because she wants the economy to continue to grow. She speaks with Tom Keene and Michae...
Drury: The world is fixated on being in an economic expansion
06 Apr 2016
Contributed by Lukas
McVean's Michael Drury discusses the FED, inflation and technical innovation in commodity and how oil prices are remaining low. He speaks with Tom Kee...
Pomeranz: Putin not on the Panama Papers list
06 Apr 2016
Contributed by Lukas
William Pomeranz, Deputy Director of the Kennan Institute of Advanced Russian Studies discusses the Panama Papers and how it showed the trend in Russi...
Newport: Trump has significant negative base around him
06 Apr 2016
Contributed by Lukas
Gallup Poll's Frank Newport weighs in on the Wisconsin primary and victories from Ted Cruz and Bernie Sanders on Bloomberg Surveillance with Tom Keene...
Malpass: skeptical of forward guidance because no crystal ball
06 Apr 2016
Contributed by Lukas
Encima Global's David Malpass sits down to discuss how he's skeptical of forward guidance from the Fed because noone has a crystal ball on Bloomberg S...
Tague: new legislation continues anti-inversion rhetoric
06 Apr 2016
Contributed by Lukas
Citi's Peter Tague sits down to discuss the Treasury Department's new legislation on tax inversions and how it continues anti-inversion rhetoric comin...
Kirkegaard: Eurozone is stuck in a structural growth crisis
05 Apr 2016
Contributed by Lukas
Peterson Institute's Jacob Kirkegaard discusses the Eurozone and questions the way out to restore and increase nomincal GDP growth while in the common...
De Maria: Fundamental outlook on agriculture is challenging
05 Apr 2016
Contributed by Lukas
Blair Analyst Larry De Maria discusses the company Deere and how they are having a tough time during their down cycle and what can happen in the next ...
Cohen: The biggest jumble is the GO political enviornment
05 Apr 2016
Contributed by Lukas
Goldman Sachs' Abby Joseph Cohen says we can't count, calculate or model very well, the impact of the current domestic political scene surrounding the...
Malkoutzis: Greek bailout packages come with conditionality
05 Apr 2016
Contributed by Lukas
Macropolis Founder Nick Malkoutzis speaks about the extreme period of uncertainty and concern when it came to the Greek government and recocillation w...
Todd: Wisconsin could be pyschological reset of GOP race
05 Apr 2016
Contributed by Lukas
NBC's Chuck Todd weighs in on the Wisconsin primary on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy...
Mauldin: Fed should issue 1% 40-year bonds for infrastructure
05 Apr 2016
Contributed by Lukas
Mauldin Economics' John Mauldin sits down to discuss reforming the corporate tax code and helicopter money on Bloomberg Surveillance with Tom Keene an...
Munster: Apple dividend may get more meaty in 2017
05 Apr 2016
Contributed by Lukas
Piper Jaffray's Gene Munster discusses Apple's dividend in 2017 on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...
Browne: corporations not gaining trust back from general public
04 Apr 2016
Contributed by Lukas
Former BP CEO John Browne and author of "Connect" sits down with co-author Tommy Stadlen to discuss bringing trust back to corporations from the gener...
Cohen: oil is going to be a volatile market this quarter
04 Apr 2016
Contributed by Lukas
Barclays' Michael Cohen weighs in on his call for oil to trade between $30 and $40 a barrel through the second quarter on Bloomberg Surveillance with ...
Brown: still have a lot of people worried about the economy
04 Apr 2016
Contributed by Lukas
Raymond James Financial's Scott Brown weighs in on where the U.S. economy stands and malaise at the lower end of the income scale on Bloomberg Surveil...
Blanchflower: there is labor market slack and no wage pressure
04 Apr 2016
Contributed by Lukas
Dartmouth's Danny Blanchflower weighs in on how the unemployment rate underestimates the extent to which there is labor market slack since 2008 on Blo...
Stockton: equity markets have gone too far too fast
04 Apr 2016
Contributed by Lukas
BTIG's Katie Stockton discusses whether investors are overly bullish on the equity markets on Bloomberg Surveillance with Tom Keene and Michael McKee....
Krawcheck: retirement savings' crisis is a woman's crisis
04 Apr 2016
Contributed by Lukas
Ellevest's Sallie Krawcheck weighs in on the retirement savings crisis in this country and why it's a woman's crisis on Bloomberg Surveillance with To...
Mather: We are seeing wages go up
01 Apr 2016
Contributed by Lukas
PIMCO CIO Scott Mather says he looks at the Phillips Curve from state to state and observes that lower unemployment leads to higher wages in those sta...
Silvia: Labor force participation rate continues to improve
01 Apr 2016
Contributed by Lukas
Wells Fargo's John Silvia says we are seeing an improvment in wages and salaries but not at the pace that we have seen in the prior recoveries. He spe...
Gross: June likely time for one of two FED rate hikes
01 Apr 2016
Contributed by Lukas
Janus Capital's Bill Gross speaks about the Jobs Day Report and says China is mystery meat of global economy. He speaks with Tom Keene and Barry Ritho...
Shilling: job picture isn't as auspicious as headlines suggest
01 Apr 2016
Contributed by Lukas
Gary Shilling & Co.'s Gary Shilling discusses his economic outlook ahead of the jobs report on Bloomberg Surveillance with Tom Keene and Barry Rit...
Buiter: China's debt load not all bad news
01 Apr 2016
Contributed by Lukas
Citi's Willem Buiter weighs in on China's massive debt load they've created on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio...
Glassman: Jobs Day Preview
01 Apr 2016
Contributed by Lukas
JPMorgan's James Glassman previews Jobs Day with with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy in...
Faber: We love to see value and momentum overlap
31 Mar 2016
Contributed by Lukas
Cambria's Mebane Faber discusses the challenges with strategies when buying stocks and how the stock markets across the world affect everything. He sp...
Maki:I don't think we will go back to old growth rates
31 Mar 2016
Contributed by Lukas
Point 72 Economist Dean Maki discusses the labor market and modest gains and earnings. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Survei...
Zhu:China's economy is facing downward pressure
31 Mar 2016
Contributed by Lukas
HSBC's China Economist John Zhu discusses China's growth cluster and how the inland cities are growing. He speaks with Tom Keene and Barry Ritholtz on...
Batley: Brexit market fears related to France more than Britain
31 Mar 2016
Contributed by Lukas
Lombard Street Research's Richard Batley weighs in on Brexit and market risk on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudi...
Rajadhyaksha: difficult to see 2.5 percent inflation in 2017
31 Mar 2016
Contributed by Lukas
Barclays Capital's Ajay Rajadhyaksha discusses a structural change in inflation on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnyst...
Sinche: the dollar will creep gradually higher on better data
31 Mar 2016
Contributed by Lukas
Amherst Pierpont's Robert Sinche weighs in on dollar weakness and a dovish Yellen on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omny...
Derman: no simple models to replace bell curve
30 Mar 2016
Contributed by Lukas
Columbia University's Emanuel Derman weighs in on the bell curve model and neo-classical finance on Bloomberg Surveillance with Tom Keene and Michael ...
Turnhill: never saw a sustained volatility so low before
30 Mar 2016
Contributed by Lukas
BlackRock's Richard Turnhill comments on why the markets are eerily quiet. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee om...
Derman:social Sciences are involved with people
30 Mar 2016
Contributed by Lukas
Columbia University Financial Engineering Professor Emanuel Derman says there is nothing that replaces the Bell Curve. He speaks with Tom Keene and Ba...
Piegza: employment numbers have been consistent
30 Mar 2016
Contributed by Lukas
Stifel's Chief Economist Lindsey Piegza discusses Janet Yellen, employment rates and inflation with Tom keene and Barry Ritholtz on Bloomberg Surveill...
Tetlock: discerning between good experts and bad experts
30 Mar 2016
Contributed by Lukas
Wharton School Professor Philip Tetlock disucsses the illusion of insight and how to come across good forecasters. He speaks with Tom Keene and Barry ...
Hubbard: Janet Yellen not really telling us what they're doing
30 Mar 2016
Contributed by Lukas
Columbia Business School's Glenn Hubbard reacts to Janet Yellen's speech at the Economic Club of New York on Bloomberg Surveillance with Tom Keene and...
Curnutt: electronic trading has changed market volatility
30 Mar 2016
Contributed by Lukas
Macros Risk Advisors' Dean Curnutt discusses market volatility on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener...
Haass: trade is strategically a glue to the world
30 Mar 2016
Contributed by Lukas
Council on Foreign Relations' Richard Haass weighs in on low economic growth and how it affects income inequality and trade policies on Bloomberg Surv...
Kass: the dominant investors are no longer the retail investor
29 Mar 2016
Contributed by Lukas
Seabreeze Partners Management Doug Kass speaks on money management and says there is a lot more volatility ahead. He speaks with Tom Keene and Barry R...
Johnson:retirement income crisis
29 Mar 2016
Contributed by Lukas
American College of Financial Services CEO Robert Johnson, discusses retirement income planning with Tom Keene and Barry Ritholtz on Bloomberg Surveil...
Uy:active management can help navigate investors
29 Mar 2016
Contributed by Lukas
Invevsco's Ray Uy discusses how the FED can be meaningful in regards to the markets. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveill...
Todd: voters don't vote on electability
29 Mar 2016
Contributed by Lukas
NBC's Chuck Todd weighs in on why voters don't vote strategically or on electability on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See o...
Ricchiuto: This economy is just stuck
29 Mar 2016
Contributed by Lukas
Mizuho's Steve Ricchiuto discusses the economic data and how it's a reflection of the change in expectations in the monetray policy and currency marke...
Gurria: need to break cycle of poverty through education
29 Mar 2016
Contributed by Lukas
The OECD's Jose Angel Gurria discusses breaking the cycle of poverty through education and training on Bloomberg Surveillance with Tom Keene and Barry...
Fels:global markets are bumpy, below par and brittle
29 Mar 2016
Contributed by Lukas
PIMCO's Joachim Fels discusses the triple B economic expansion-bumpy, below par and brittle and how they correlate with de-leverging, debt and deflati...
Robbins:President Obama's visit in Cuba
28 Mar 2016
Contributed by Lukas
Foreign relations council Carla Anne Robbins says President Obama did a good job in Cuba especailly when enticing Raul Castro to answer questions abou...
Steel:Gold is a highly regarded asset
28 Mar 2016
Contributed by Lukas
HSBC's James Steel says you need a tinge of caution in the market and that Gold is a highly regarded asset and performs very well when other things do...
Mortimer-Lee:we are above trend at the moment
28 Mar 2016
Contributed by Lukas
BNP Paribas' Paul Mortimer-Lee says the economy is very reliant on the consumer. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance...
Jones:have an allocation to all the major asset classes
28 Mar 2016
Contributed by Lukas
Charles Schwab's Kathy Jones says to tactically trade you want to underweight the things that are going to be doing the worse and aften times that cha...
Shearing:we have to pay more attention to EM
28 Mar 2016
Contributed by Lukas
Captial Economists' Neil Shearing feels this year there will be a turn around lead by China and that they are critical to commodity and manufacturers....
Kimball: negative interest rates and GDP
24 Mar 2016
Contributed by Lukas
University of Michigans' Miles Kimball discusses negative interest rates and how it's just an extension of positive interest rates as well as real GDP...
Levitt: perspective on how Trump courts Wall Street
24 Mar 2016
Contributed by Lukas
Former SEC Chairman Arthur Levitt speaks on how Trump can be bad for banks and has unclear policies. He speaks with Tom Keene and Francine Lacqua on B...
Roberts: Trump needs to become more presidential, serious
24 Mar 2016
Contributed by Lukas
Saatchi & Saatchi's Kevin Roberts weighs in on Trump's image and his need to become more presidential on Bloomberg Surveillance with Tom Keene and...
Ward: we don't own banks anymore after cloudy recovery
24 Mar 2016
Contributed by Lukas
Gamco's Howard Ward weighs in on why he doesn't own any bank stocks after the recovery in banks has been clouded by regulatory efforts on Bloomberg Su...
Brown:the UK may end up leaving the EU
24 Mar 2016
Contributed by Lukas
Mitsubishi UFJs' Brendan Brown discusses how the consequences of immigration can impact central banks and European unity. He speaks with Tom Keene and...
Sowerby:small cap stocks have out performed large cap stocks
24 Mar 2016
Contributed by Lukas
Loomis Sayles' David Sowerby speaks about stocks and how they are still the best asset class. He speaks with Tom Keene and Francine Lacqua on Bloomber...
Berson: credit availabilty is tighter now and less available
23 Mar 2016
Contributed by Lukas
David Berson from Nationwide Insurance speaking on how housing markets are having a sustainable rise. He speaks with Tom Keene and Michael McKee on Bl...
Bullard: Fed should edge to more normal rates
23 Mar 2016
Contributed by Lukas
St. Louis Fed President James Bullard says that the Fed needs to normalize rates, but not while inflation expectations are falling. He joins Tom Keene...
Normand: dot plots and forward guidance
23 Mar 2016
Contributed by Lukas
JP Morgans' John Normand discussing dot plots and how they can help or hinder cconsumers and investors on Bloomberg Surveillance with Tom Keene and Mi...
Gabriel: Trump can have enormous leverage
23 Mar 2016
Contributed by Lukas
Capital Alpha Partners' Chuck Gabriel discusses Donal Trump and his policies on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio...
Kotok: markets are becoming used to terror attacks
23 Mar 2016
Contributed by Lukas
Cumberland Advisors' David Kotok weighs in on how markets are becoming used to a sequence of terror attacks and are developing an expectation that the...
Hormats: looking to see how general eco weakness affects Fed
23 Mar 2016
Contributed by Lukas
Kissinger Associates' Robert Hormats weighs in on how general weakness in the global economy is affecting Fed decisions on Bloomberg Surveillance with...
Wittner: oil has hit a botton
22 Mar 2016
Contributed by Lukas
Societe Generales' Michael Wittner says terrorist attacks lowers consumer confidence and slows down economic growth on Bloomberg Surveillance with Tom...
Hayden: security forces in Brussels
22 Mar 2016
Contributed by Lukas
Jones Hayden discusses the current state of Brussels since the attacks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/l...
Muggah: protection of society from extremist
22 Mar 2016
Contributed by Lukas
Igarapes' Robert Muggah says we have to build resillience in our communities and neighborhoods to try and address the remote radicalization taking pla...
Muggah: gettting smarter on how we intervene
22 Mar 2016
Contributed by Lukas
Igarapes' Robert Muggah says the factors that shape and condition people as a resort to these kinds of extremist forms of violence are often the same ...
Bremmer: attacks put tourism, trade on negative
22 Mar 2016
Contributed by Lukas
Eurasia Group's Ian Bremmer discusses the impacts on tourism and trade in European countries in the aftermath of the Brussels attacks on Bloomberg Sur...
Corr: infiltrating terrorist
22 Mar 2016
Contributed by Lukas
Corr Analytics founder Anders Corr discussing the approach that should be taken for finding terrorist on Bloomberg Surveillance with Tom Keene and Mic...
Corr: find out who the terrorist are before they attack
22 Mar 2016
Contributed by Lukas
Corr Analytics founder Anders Corr says we never know when the next attack will occur because we have an intelligence failure and that is apart of the...
Ballard: sharp risk aversion after Brussels attacks
22 Mar 2016
Contributed by Lukas
Bloomberg's Simon Ballard discusses credit market after the attacks in Brussels on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystu...
Foley: attacks create uncertainty and hinder growth
22 Mar 2016
Contributed by Lukas
Rabobank's Jane Foley weighs in on currency markets after the attacks in Brussels on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnys...
Rahman: attacks show incompetence of Belgium administration
22 Mar 2016
Contributed by Lukas
Eurasia Group's Mij Rahman discusses immediate reaction in Beglium and Europe to the attacks in Brussels on Bloomberg Surveillance with Tom Keene and ...
Hass: Valeant is under pressure
21 Mar 2016
Contributed by Lukas
Lightwater Partners' Jerome Hass says Valeant shares aren't a good bet. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio....
Levitt: accounting is an art form
21 Mar 2016
Contributed by Lukas
Bloomberg's Arthur Levitt discusses Valeant and how in accounting there is no black and white on Bloomberg Surveillance with Tom Keene and Michael McK...
Koons:n Valeant's reputation on the line
21 Mar 2016
Contributed by Lukas
Bloomberg's Cynthia Koons discussing Valeant and whether they can pay down their debt and continue to sell their drugs on Bloomberg Surveillance with ...
Kennedy: hopeful for this Red Sox baseball season
21 Mar 2016
Contributed by Lukas
Boston Red Sox President and CEO Sam Kennedy discussing how to make tough decisions regarding their players and games on Bloomberg Surveillance with T...
Swonk:home ownership on the rise
21 Mar 2016
Contributed by Lukas
DSEconomics' Diane Swonk discussing demographics and higher home ownerships than in the year 2000 on Bloomberg Surveillance with Tom Keene and Michael...
Swonk: manufacturing sector bottoming out
21 Mar 2016
Contributed by Lukas
DSEconomics' Diane Swonk says the manufacturing sector looks like it is bottoming out but coming back a bit on Bloomberg Surveillance with Tom Keene a...
Herro: political uncertainty reflected in the markets
21 Mar 2016
Contributed by Lukas
Harris Associates' David Herro weighs in on the political primaries on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/list...
Herro: global share prices have a buying opportunity
21 Mar 2016
Contributed by Lukas
Harris Associates' David Herro weighs in on a strong global consumer and a buying opportunity of global share prices on Bloomberg Surveillance with To...
Emons: increase in inflation will come from oil price rebound
21 Mar 2016
Contributed by Lukas
Leader Capital's Ben Emons discusses central banks' problem of overshooting on inflation compared to recent years of undershooting on Bloomberg Survei...
White: no risk in stock price in FBI, Apple dispute
21 Mar 2016
Contributed by Lukas
Drexel Hamilton's Brian White weighs in on Apple's stock price during its dispute with the FBI. He also discusses the announcement about a possible ne...
Bremmer: Obama's worldview has been risk averse
21 Mar 2016
Contributed by Lukas
Eurasia Group's Ian Bremmer weighs in on U.S. foreign policy and Obama's policies on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnys...
Bremmer: much more complicated geopolitical environment
21 Mar 2016
Contributed by Lukas
Eurasia Group's Ian Bremmer discusses tail risks, like Brexit or a Trump Presidency, on Bloomberg Surveillance with Tom Keene and Michael McKee.See om...
A Closer Look With Arthur Levitt: Jeff Gramm (Audio)
18 Mar 2016
Contributed by Lukas
(Bloomberg) -- Arthur Levitt, former chairman of the U.S. Securities and Exchange Commission, interviews Jeff Gramm, author of, “Dear Chairman; Boar...
Goldstein: there should be multiple math pathways
18 Mar 2016
Contributed by Lukas
"The Teacher Wars" author Dana Goldstein says that there shouldn't be a 'one size fits all' approach to teaching math. She joins Tom Keene and Michael...