Stock market commentary from Wall St thought leaders in strategy, economics, technical analysis and policy. Disclaimer .......... This Podcast Audio Show has been prepared by Renaissance Macro Research, LLC (“RenMac”), an affiliate of Renaissance Macro Securities, LLC. This Podcast Audio Show is for distribution only as may be permitted by law. It is published solely for information purposes; it is not an advertisement nor is it a solicitation or an offer to buy or sell any financial instrum ...
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Neil Dutta Podcasts
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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Single Best Idea with Tom Keene: Troy Gayeski & Neil Dutta
4:10
4:10
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4:10Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Troy Gayeski & Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg
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RenMac Off-Script: The Apprentice: Fed Edition
35:44
35:44
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35:44RenMac discusses the case to be made for the next Fed chair, the latest on crude oil, the Middle East, July’s seasonal strength, the perceived disconnect between markets and the economy and the reality of that perception, along with a suggested golf handicap adjustment.By Jeff deGraaf, Neil Dutta, & Stephen Pavlick
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- Chris Wright, US Secretary: Energy - Tobin Marcus, Head: Policy & Politics at Wolfe Research - Marissa Adams, Head: Global Trade Solutions at HSBC - Alejandra Grindal, Chief Economist at Ned Davis Research Chris Wright, US Secretary: Energy, joins to discuss the outlook for energy and oil following the US' intervention into the Israel-Iran confli…
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 27th, 2025 Featuring: 1) Neil Dutta, Head of US Economic Research at Renaissance Macro, reacts to PCE and breaks down the latest economic data. Stocks gained in early trading as the US moved closer to trade deals with C…
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Single Best Idea with Tom Keene: Audrey Childe-Freeman & Tony Crescenzi
3:46
3:46
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3:46Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Audrey Childe-Freeman & Tony Crescenzi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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- Jim Zelter, President at Apollo Global Management - Mike Schumacher, Head: Rates & Macro Strategy at Wells Fargo - Lauren Goodwin, Chief Market Strategist at New York Life Investment - Mary Daly, President of the San Francisco Federal Reserve Jim Zelter, President at Apollo Global Management, offers his outlook for the markets and US economy amid…
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Markets Aim to Rally on Calming News and Data
31:30
31:30
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31:30Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 26th, 2025 Featuring: 1) Tony Crescenzi, Executive VP And Market Strategist at PIMCO, talks about portfolio allocation with fixed income and discusses how bonds could react to today's eco data. Treasury yields are decli…
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Single Best Idea with Tom Keene: Sam Stovall & Alicia Levine
4:50
4:50
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4:50Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Sam Stovall & Alicia Levine. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg
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- Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley - Amrita Sen, Founder and Director of Research at Energy Aspects - Jon Lieber, Head: Research at Eurasia Group - Sheila Kahyaoglu, Managing Director: Equity Research at Jeffries Matthew Hornbach, Global Head: Macro Strategy at Morgan Stanley, joins for a look at inflation and outlook…
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Market and Inflation Outlook and a Shocking NYC Victory
28:08
28:08
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28:08Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 25th, 2025 Featuring: 1) Brian Levitt, Global Market Strategist at Invesco, joins to discuss his outlook for equities and the economy in the second half of 2025. Fed Chair Jay Powell told lawmakers that if inflation pre…
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Single Best Idea with Tom Keene: Gary Gensler
4:20
4:20
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4:20Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Gary Gensler. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg
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- Torsten Slok, Chief Economist at Apollo Management - David Deptula, Geopolitical Intelligence Group Member at Academy Securities and retired Lieutenant General - French Hill, Republican Congressman from Arkansas - Innes McFee, Chief Global Economist at Oxford Economics Torsten Slok, Chief Economist at Apollo Management, joins to discuss the poten…
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJune 24th, 2025 Featuring: 1) Gary Gensler, former SEC Chair and Professor of the Practice of Global Economics & Management at MIT, discusses his new text with Simon Johnson and others on the economic consequences of a secon…
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Single Best Idea with Tom Keene: Richard Haass & Robert D. Kaplan
4:25
4:25
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4:25Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Richard Haass & Robert D. Kaplan. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
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