Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature our conversations with AllianceBernstein’s Nelson Yu & Nancy Tengler of Laffer Tengler Investments.
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Featuring:
Norman Roule, Senior Adviser: Warfare & Terrorism Program at the Center for Strategic & International Studies
Michael Haigh, Managing Director & Head of FIC and Commodity Research at Societe Generale London
Federal Reserve Board of Governors Member Stephen Miran
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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 SweeneyMonday, March 23rd, 2026
Featuring:
1) Onur Ant, Bloomberg News Middle East & North Africa Managing Editor, on the latest developments out of Iran.
2) Nelson Yu, Senior Vice President & Head of Equities at AllianceBernstein, discusses market fragility and concentration risk.
3) Nancy Tengler, CEO & CIO at Laffer Tengler Investments, examines long term opportunity beyond geopolitical headlines.
4) Olivia White, Senior Partner & Director at McKinsey Global Institute, on the geopolitical factors reshaping global trade.
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Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East.
President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war.
For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Policy & Strategy Robert Teeter, and Veda Partners Co-Founder Henrietta Treyz.
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Featuring:
Stephen Schork, President, Editor, Founder of the Schork Group Inc.
Lt. General Robert Walsh, Board Member of the Navy Mutual Aid Association
Thierry Wizman, Director of Global Currencies at Macquarie Group
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