Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversation with Baird’s Ted Mortonson.
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Featuring:
Stefano Scarpetta, Chief Economist at the OECD
Bob Michele, Managing Director & CIO at JP Morgan Investment Management
Victoria Gardner Coates, Former Trump Deputy National Security Advisor
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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, April 9th, 2026
Featuring:
1) Sébastien Page, CIO & Head of Global Multi-Asset at T. Rowe Price, on the balance between inflation hedging and equity exposure.
2) Jennifer Welch, Chief Geoeconomics Analyst for Bloomberg Economics, examines the fragility of the US-Iran ceasefire and its impact on the Strait of Hormuz.
3) André Perold, Partner & CIO at HighVista Strategies, discusses investing in a world of exponential change.
4) Courtney Rosenberger Gelman, Managing Director: Policy Research at Strategas Securities, on the shift in US strategy toward NATO and the Iran conflict.5) Andrew Jackson, Head of Investments & Fixed Income Boutique at Vontobel Asset Management, talks EM resilience and growing dispersion in credit markets.
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversation with Golnar Motevalli of Bloomberg News.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

See omnystudio.com/listener for privacy information.

Featuring:
Dr. Seth Jones, President: Defense & Security at the Center for Strategic & International Studies
Dr. Amrita Sen, Director: Market Intelligence & Founder of Energy Aspects
Julian Emanuel, Senior Managing Director & Chief Equity, Quantitative Strategist at Evercore ISI
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