Single Best Idea with Tom Keene: Mike Wilson & Darrell Cronk
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mike Wilson & Darrell Cronk. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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4:35
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Bloomberg Surveillance TV: August 6th, 2025
- Stephen Auth, CIO: Equity at Federated Hermes- Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group- Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC- Richard Greenfield, Partner at Lightshed Partners Stephen Auth, CIO: Equity at Federated Hermes, joins for a discussion on market volatility and economic data and offers his market outlook for 2025. Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group, discusses opportunities in private investments and the outlook for private markets. Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC, talks tech in the US and globally and 2025 growth across the space. Richard Greenfield, Partner at Lightshed Partners, discusses Disney earnings.See omnystudio.com/listener for privacy information.
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27:58
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Market Volatility in 2025
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 6th, 2025Featuring:1) Mike Wilson, Chief US Equity Strategist at Morgan Stanley, joins for an extended discussion on the equity rally, his S&P target, and whether he expects further volatility this year. European stocks erased an advance and US equity futures posted modest gains as investors assessed US President Trump’s latest tariff threats and disappointing economic data.2) Anastasia Amoroso, Chief Investment Strategist at Partners Group, joins for an extended discussion on private investments and how she's approaching markets and investing in her new role. Recently, Apollo CEO Marc Rowan said trading private assets has the potential to turn the industry “on its head” and that those who resist it are generally charging high fees. Rowan stated that in every industry where transparency of pricing and daily price availability has taken place, the industry has grown massively, and that Apollo's partnership with banks to trade private credit will provide real-time pricing on the asset class.3) Steve Auth, CIO, Equities at Federated Hermes, talks the soft-hard data gap and the outlook for equities. Data Tuesday showed weakening US services amid sticky price pressures, further complicating the Federal Reserve’s policy challenges after last week’s weak jobs numbers.4) Douglas Holtz-Eiken, President at the American Action Forum and former Director of the Congressional Budget Office, joins to discuss the dismissal of the BLS chief and the tariff impact on the US economy.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg's coverage of Disney's ESPN buying NFL Network and other assets and Business Insider's story on Microsoft's stricter return-to-office policy.See omnystudio.com/listener for privacy information.
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Single Best Idea with Tom Keene: Paul Donovan & Erica Groshen
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Paul Donovan & Erica Groshen Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
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3:31
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Bloomberg Surveillance TV: August 5th, 2025
Jack Caffrey, Equity Portfolio Manager, JPMorgan Asset Management Lauren Goodwin, Chief Market Strategist/Economist, NY Life Insurance Amanda Lynam, Head of Macro Credit Research, BlackRock See omnystudio.com/listener for privacy information.
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And 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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