Best Jeff deGraaf Podcasts (2025)

1
Single Best Idea with Tom Keene: Libby Cantrill & Jeff deGraaf 4:07

Play Pause

10d ago4:07

4:07

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Libby Cantrill & Jeff deGraaf. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg

1
Single Best Idea with Tom Keene: Rebecca Patterson & Claudia Sahm 3:40

9h ago3:40

3:40

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rebecca Patterson & Claudia Sahm. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…

1
RenMac Off-Script: Jobs Stumble as Gold Runs 37:45

1h ago37:45

37:45

In Today’s Report: RenMac unpacks a payrolls miss that highlights rising slack in the labor market, why consumer sentiment has flipped from bullish to a bearish contrarian signal, and how government shutdown odds are climbing well above normal. The team also digs into gold’s breakout amid falling yields, the shifting dynamics between semis, small c…

1
August Jobs Report and Rate Cuts 46:47

10h ago46:47

46:47

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 5th, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Amy Wu Silverman, Head of Derivatives Strategy at RBC, and Kristina Campmany, Senior Portfolio Manager at Invesco, react to the August …

1
Bloomberg Surveillance TV: September 5th, 2025 34:34

10h ago34:34

34:34

- Howard Lutnick, US Commerce Secretary - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Stephanie Roth, Chief Economist at Wolfe Research - Michael Nathanson, Senior Analyst at Moffettnathanson Howard Lutnick, US Commerce Secretary, joins to discuss President Trump's economic priorities. Jeffrey Rosenberg, Port…

1
Single Best Idea with Tom Keene: Anna Wong & Constance Hunter 3:20

1d ago3:20

3:20

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Anna Wong & Constance Hunter. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg

1
Bloomberg Surveillance TV: September 4th, 2025 21:55

1d ago21:55

21:55

- Omar Aguilar, CEO and CIO at Charles Schwab Investment Management - Subadra Rajappa, Head: US Rates Strategy at Societe Generale - Monica Guerra, Head: US Policy at Morgan Stanley - Brooke Roach, Analyst at Goldman Sachs Omar Aguilar, CEO and CIO at Charles Schwab Investment Management, joins to discuss his outlook for equities amid a weakening l…

1
Stocks Await Key Jobs Figure 23:25

1d ago23:25

23:25

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 4th, 2025 Featuring: 1) Stuart Kaiser, Head: US Equity Trading Strategy at Citi, joins to discuss his S&P target, the broadening of the equity rally, and opportunities in small caps. Wall Street strategists see sig…

1
Single Best Idea with Tom Keene: Wei Li & Mark Gurman 3:12

2d ago3:12

3:12

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Wei Li & Mark Gurman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg

1
Bloomberg Surveillance TV: September 3rd, 2025 23:29

2d ago23:29

23:29

- Nancy Lazar, Chief Global Economist at Piper Sandler - Mark Cabana, Head: US Rates Strategy at Bank of America - Libby Cantrill, Head: Public Policy at PIMCO - Kate McShane, Analyst at Goldman Sachs Nancy Lazar, Chief Global Economist at Piper Sandler, discusses recent eco data, US labor health, and growth of jobs in the private sector. Mark Caba…

1
Global Bond Selloff 30:15

2d ago30:15

30:15

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney September 3rd, 2025 Featuring: 1) Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, joins for a discussion on his note "Twice in a Lifetime" and his 2026 S&P target as he remains bullish on equities.…

1
Single Best Idea with Tom Keene: Ernie Tedeschi & Henrietta Treyz 4:30

3d ago4:30

4:30

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ernie Tedeschi & Henrietta Treyz. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…

1
Bloomberg Surveillance TV: September 2nd, 2025 20:11

3d ago20:11

20:11

- Phil Orlando, Chief Equity Market Strategist at Federated Hermes - Leland Miller, CEO at China Beige Book - Ken Hoexter, Senior Analyst at Bank of America - Erin McLaughlin, Senior Economist at The Conference Board Phil Orlando, Chief Equity Market Strategist at Federated Hermes, joins to discuss his outlook for the S&P and US equities amid US gr…

1
Tariff Ruling as Traders Ready for Jobs 27:08

4d ago27:08

27:08

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneySeptember 2nd, 2025 Featuring: 1) Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets, discusses her S&P target and whether she remains bullish as summer wraps. Stocks fell alongside bonds in the premarket, drive…

1
Single Best Idea with Tom Keene: Win Thin & Frances Donald 4:15

7d ago4:15

4:15

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Win Thin & Frances Donald. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg

1
RenMac Off-Script: China Breakout & Fed Shakeout 48:11

7d ago48:11

48:11

This week on RenMac Off-Script, Steve, Jeff, and Pavlik are joined by special guest Josh Brown, CEO of Ritholtz Wealth Management. The team digs into the Fed shakeup after President Trump’s firing of Lisa Cook, the implications for market stability, and whether “norms” still matter in policy. They also discuss the rally in gold, cracks in the labor…

1
Bloomberg Surveillance TV: August 29th, 2025 25:20

7d ago25:20

25:20

- Krishna Guha, Vice Chairman at Evercore ISI - Heath Terry, Global Head: Tech and Communications Research at Citi - Dana Telsey, CEO at Telsey Advisory Group - Ryan Wang, US Economist at HSBC Krishna Guha, Vice Chairman at Evercore ISI, joins to talk about Fed independence and the US economic outlook. Heath Terry, Global Head: Tech and Communicati…

1
PCE and the US Economic Outlook 45:40

8d ago45:40

45:40

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 29th, 2025 Featuring: 1) Sarah Wolfe, Senior Economist with Morgan Stanley, Yelena Shulyateva, Senior Economist at The Conference Board, and Michael McKee, International Economics & Policy correspondent for Bloomberg …

1
Bloomberg Surveillance TV: August 28th, 2025 36:31

8d ago36:31

36:31

- Gita Gopinath, Deputy Managing Director at the IMF - Stuart Kaiser, Head: US Equity Trading at Citi - Dan Ives, Global Head: Technology at Wedbush Securities - Nela Richardson, Chief Economist at ADP Gita Gopinath, Deputy Managing Director at the IMF, joins to discuss leaving the IMF, her role at the IMF and her outlook for global economies, and …

1
Stocks Look Forward Past Nvidia 36:16

9d ago36:16

36:16

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 28th, 2025 Featuring: 1) Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Nvidia earnings and offers his outlook for AI. Analysts are staying bullish on Nvidia, boosting price targets after its res…

1
Bloomberg Surveillance TV: August 27th, 2025 19:10

9d ago19:10

19:10

Featuring: Eswar Prasad, Cornell University professor on Fed independence Kate Kalutkiewicz, Trade Practice Lead, McLarty Associates on Tariffs Marc Short, Former Chief of Staff to Vice President Mike Pence on the White House See omnystudio.com/listener for privacy information.By Bloomberg

1
Single Best Idea with Tom Keene: Tony Crescenzi & Adam Posen 4:44

9d ago4:44

4:44

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Tony Crescenzi and Adam Posen Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg

1
Trump's Fed Gamble and Nvidia Earnings 32:02

10d ago32:02

32:02

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 27th, 2025 Featuring: 1) Adam Posen, President at the Petersen Institute for International Economics 2) Mandeep Singh, Bloomberg Intelligence analyst 3) Amanda Agati, CIO: Asset Management at PNC Bank 4) Tony Crescenz…

1
Bloomberg Surveillance TV: August 26th, 2025 30:24

10d ago30:24

30:24

- Lael Brainard, former Fed Vice Chair - Torsten Slok, Chief Economist at Apollo - Scott Lincicome, VP: General Economics at Cato Institute - Bill Dudley, former NY Fed President and Bloomberg Opinion columnist Lael Brainard, former Fed Vice Chair, joins to discuss the possible ouster of Fed governor Lisa Cook. Torsten Slok, Chief Economist at Apol…

1
Markets and Fed Independence 36:29

11d ago36:29

36:29

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 26th, 2025 Featuring: 1) Libby Cantrill, Head: Public Policy at PIMCO, joins to talk about Lisa Cook and Fed independence as well as her note on the Trump admin aberration. President Trump moved to oust Federal Reserv…

1
Single Best Idea with Tom Keene: Ed Yardeni 4:30

11d ago4:30

4:30

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Ed Yardeni. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg

1
Bloomberg Surveillance TV: August 25th, 2025 28:54

11d ago28:54

28:54

- Liz Thomas, Head: Investment Strategy at SoFi - Steve Ricchiuto, Chief US Economist at Mizuho - Robert Tipp, Chief Investment Strategist t PGIM Fixed Income - Veronica Clark, Director: Citi Research Liz Thomas, Head: Investment Strategy at SoFi, talks about the outlook for the equity rally with the Fed appearing ready to ease monetary policy. Ste…

1
Fed Easing and Tariffs 37:03

12d ago37:03

37:03

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 22nd, 2025 Featuring: 1) Ed Yardeni, Chief Investment Strategist at Yardeni Research, joins for an extended discussion the equity rally, his S&P target, and Jay Powell's Jackson Hole speech. Policymakers are grappling…

1
Bloomberg Surveillance TV: August 22nd, 2025 26:25

14d ago26:25

26:25

- Bruce Kasman, Chief Economist at JPMorgan - Jean Boivin, Head: Investment Institute at BlackRock - Alex Nowrasteh, VP: Economic & Social Policy Studies at the Cato Institute - Betsey Stevenson, Professor: Public Policy & Economics at the University of Michigan Bruce Kasman, Chief Economist at JPMorgan, discusses the outlook for the US economy and…

1
RenMac Off-Script: We’ll Take Your Money, Not Your Two Cents 34:15

14d ago34:15

34:15

RenMac unpacks why Asian and frontier markets are rallying despite tariffs, how Trump’s industrial policy is morphing into “state capitalism,” the risks of politicizing Fed appointments with the Lisa Cook scandal, and why stagflation fears are misplaced as tight credit spreads argue against recession, even as beta keeps breaking down and momentum h…

1
Instant Reaction: Jay Powell's Jackson Hole Speech 36:05

14d ago36:05

36:05

Bloomberg's Tom Keene, Lisa Abramowicz and Michael McKee discuss remarks from Fed Chair Jay Powell following his speech at the Jackson Hole Symposium on a special edition of Bloomberg Surveillance. They speak with: Jim Bullard, Former St. Louis Fed President Kate Moore, Citi Wealth CIO Rich Clarida, Former Fed Vice Chair Federal Reserve Chair Jerom…

1
Previewing Jackson Hole 28:34

15d ago28:34

28:34

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 21st, 2025 Featuring: 1) Bloomberg Surveillance host Tom Keene joins from Jackson Hole to preview Jay Powell's speech. The Federal Reserve's annual conference began Thursday evening with a dinner for central bankers, …

1
Bloomberg Surveillance TV: August 21st, 2025 34:16

15d ago34:16

34:16

- Jeffrey Schmid, President of the Federal Reserve Bank of Kansas City - Betsy Duke, former Federal Reserve Governor - Claudio Irigoyen, Head: Global Economics Research at Bank of America - John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co. Jeffrey Schmid, President of the Federal Reserve Bank of Kansas City, sits down with Bloomberg'…

1
Markets Cautious Ahead of Jackson Hole 23:34

16d ago23:34

23:34

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025 Featuring: 1) Michael McKee, International Economics & Policy correspondent from Bloomberg News, joins from Jackson Hole. Traders are staying cautious ahead of Fed Chair Jerome Powell’s speech on Friday for…

1
Single Best Idea with Tom Keene: David Rosenberg & Michael McKee 3:24

16d ago3:24

3:24

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with David Rosenberg & Michael McKee Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg

1
Bloomberg Surveillance TV: August 20th, 2025 26:51

16d ago26:51

26:51

Featuring: -Howard Marks, Co-Chairman of Oaktree Capital Management -Eugenio Aleman, Raymond James Chief Economist -Eric Freedman, US Bank CIO See omnystudio.com/listener for privacy information.By Bloomberg

1
Jackson Hole's Impact on the Economy, Markets React 31:18

17d ago31:18

31:18

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 20th, 2025 Featuring: 1) David Rosenberg, Founder and President Rosenberg Research & Associates, on how the bloom may be off the rose for markets. 2) Monica Guerra, Head: US Policy at Morgan Stanley, looks ahead to Ja…

1
Single Best Idea with Tom Keene: Terry Haines & Lori Calvasina 3:45

17d ago3:45

3:45

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Terry Haines & Lori Calvasina. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg

1
Bloomberg Surveillance TV: August 19th, 2025 24:19

17d ago24:19

24:19

- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - Retired Lt. Gen. Robert Walsh, Geopolitical Intelligence Group Member at Academy Securities - Kit Juckes, Chief FX Strategist at Societe Generale - Priya Misra, Portfolio Manager at JPMorgan Investment Management Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss…

1
Staying Invested amid Market Risks 29:12

18d ago29:12

29:12

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 19th, 2025 Featuring: 1) Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, joins to talk about the US equity outlook, geopolitical and tariff risks, and US exceptionalism. Investors are turning thei…

1
Single Best Idea with Tom Keene: Angela Stent 2:30

18d ago2:30

2:30

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature a conversation with Angela Stent. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg

1
Bloomberg Surveillance TV: August 18th, 2025 29:58

18d ago29:58

29:58

- Claudia Sahm, Chief Economist at New Century Advisors - Neil Dutta, Head: US Economic Research at Renaissance Macro - Gennadiy Goldberg, Head: US Rates Strategy at TD Securities - Kelly Grieco, Senior Fellow at the Stimson Center Claudia Sahm, Chief Economist at New Century Advisors, joins to discuss the outlook for markets and the labor market a…

1
Ukraine Developments and Previewing Jackson Hole 28:47

19d ago28:47

28:47

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 18th, 2025 Featuring: 1) Michael Darda, Chief Economist at Roth Capital Partners, joins to discuss the Fed's case for a rate cut and what he expects from Jackson Hole this week. Traders are staying cautious ahead of t…

1
Instant Reaction: Trump Says Talks With Putin 'Productive', But 'No Deal' Yet 20:45

21d ago20:45

20:45

US President Donald Trump called his meeting with Russian counterpart Vladimir Putin “extremely productive” but indicated that a deal to end the war had still not been finalized, adding that he would speak to NATO allies and Ukrainian President Volodymyr Zelenskiy. “There’s no deal until there’s a deal,” Trump said Friday in Anchorage, Alaska as he…

1
RenMac Off-Script: Money Illusion 34:51

21d ago34:51

34:51

RenMac discusses the latest in economic data, including how prices are flattering retail sales; the leap to get the FOMC to support a 50bp move; market leadership from small caps to Asia and the improvement in consumer discretionary relative to staples; and why the government’s stake in Intel is part of a more muscular industrial policy approach to…

1
Single Best Idea with Tom Keene: Peter Tchir & Jennifer Lee 3:55

21d ago3:55

3:55

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Peter Tchir & Jennifer Lee. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg

1
Bloomberg Surveillance TV: August 15th, 2025 26:20

21d ago26:20

26:20

- Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank - Eddie Fishman, Professor at Columbia University - Marc Sumerlin, Managing Partner and founder at Evenflow Macro - Veronica Clark, Director: Research at Citi Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank, joins to discuss his S&P target and outlook for equiti…

1
Trump-Putin and Inflation Data 24:25

21d ago24:25

24:25

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyAugust 15th, 2025 Featuring: 1) Kate Moore, CIO at Citi Wealth, brings us into retail sales and discusses the outlook for equities and rate cuts amid concern over an inflation resurgence. S&P 500 futures edged higher 0.1% af…

1
Single Best Idea with Tom Keene: Jim Bianco & Scott Ladner 3:55

22d ago3:55

3:55

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jim Bianco & Scott Ladner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg

1
Bloomberg Surveillance TV: August 14th, 2025 31:32

22d ago31:32

31:32

- Ed Yardeni, Chief Investment Strategist at Yardeni Research - Norman Roule, Senior Adviser at Center for Strategic & International Studies - David Malpass, former President at The World Bank - Nela Richardson, Chief Economist at ADP Ed Yardeni, Chief Investment Strategist at Yardeni Research, discusses the equity bull case amid clarity on tariff …

Jeff DeGraaf Podcasts