Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Jeff deGraaf public
[search 0]
More
Download the App!
show episodes
 
Artwork

1
RenMac

Jeff deGraaf, Neil Dutta, & Stephen Pavlick

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
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 ...
  continue reading
 
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.
  continue reading
 
More than just your typical market analysis podcast, EFGAM'S CIO Moz Afzal goes Beyond the benchmark, delving into current topics and global trends with guests and experts from within EFG and further afield. The podcast is released fortnightly.
  continue reading
 
Loading …
show series
 
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Jeff deGraaf & Brian Belski. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg
  continue reading
 
In this epic episode of The Courtenay Turner Podcast, Courtenay welcomes first-time guest Van Harvey, the legendary mind behind Blogodidact. Renowned for his incisive explorations into education, philosophy, and history, Harvey brings rare depth to a conversation that challenges listeners to rethink the very foundations of Western thought. A Journe…
  continue reading
 
- Peter Navarro, Senior Counselor: Trade & Manufacturing at the White House - Alicia Levine, Head: Investment Strategy and Equities at BNY Wealth - Sarah Bianchi, Senior Managing Director at Evercore ISI - Dan Ives, Global Head: Technology at Wedbush Securities Peter Navarro, Senior Counselor: Trade & Manufacturing at the White House, joins for a d…
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 9th, 2025 Featuring: 1) Sarah Ponczek, Portfolio Manager at UBS, on company paralysis and whether market sentiment is really changing after the single trade deal with the UK. Investors nvestors are focused on the outcome…
  continue reading
 
- Nouriel Roubini, Professor Emeritus of Economics at NYU - Esther George, former President of the Federal Reserve Bank of Kansas City - Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management - Claudia Sahm, Chief Economist at New Century Advisors Nouriel Roubini, Professor Emeritus of Economics at NYU, reacts to yesterday…
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 8th, 2025 Featuring: 1) Nouriel Roubini, Professor Emeritus of Economics at NYU and chairman of Roubini Global Economics, joins to discuss the Fed decision and a recent op-ed on why he believes the US economy will surviv…
  continue reading
 
In this electrifying new episode of The Courtenay Turner Podcast, host Courtenay Turner welcomes back best-selling author and fearless investigator Leo Zagami for a deep dive into his groundbreaking latest installment: Confessions of an Illuminati Volume 12: History, Secret Societies, and the Politics of the Jesuit New World Order and their Lucifer…
  continue reading
 
Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. Federal Reserve Chair Jerome Powell said officials are not in a hurry to adjust interest rates, adding tariffs could lead to higher inflation and u…
  continue reading
 
- Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI - Priya Misra, Portfolio Manager at JPMorgan Asset Management - Keith Lerner, Co-CIO at Truist - Tom Porcelli, Chief US Economist at PGIM Fixed Income Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins for a look at equities and gives his S&P 500 tar…
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 7th, 2025 Featuring: 1) Mike Green, Chief Strategist at Simplify Asset Management, joins for an extended discussion on the outlook for equities, what's behind the jobs report figures, the "ETF-ification" of the market, a…
  continue reading
 
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Torsten Slok & Jeffrey Rosenberg. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
  continue reading
 
- Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - French Hill, Republican US House Representative: Arkansas - Jonathan Pingle, Chief US Economist at UBS - Jason Bazinet, Global Head: EMT Sector at Citi Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss how equities are faring ahead of this week's Fed decision an…
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 6th, 2025 Featuring: 1) Torsten Slok, Chief Economist at Apollo, joins for an extended discussion on tariffs, the outlook for the US economy, a potential recession in 2025, and this week's Fed meeting. Global stocks fell…
  continue reading
 
Ready to hear what the mainstream media won’t tell you? Every Monday on Rumble, co-hosts Courtenay Turner (host of The Courtenay Turner Podcast) and Dr. Lee Merritt (“The Medical Rebel”) pull back the curtain on the week’s most controversial topics, exposing dangerous truths and challenging the official narrative. Tune in live for fearless conversa…
  continue reading
 
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Ian Lyngen & Robert Schiffman. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg
  continue reading
 
- James Bullard, Dean of the Purdue Business School and former St. Louis Fed President - Chris Harvey, Head: Equity Strategy at Wells Fargo - Kate Kalutkiewicz, Senior Managing Director at McLarty Associates - Erin McLaughlin, Senior Economist at The Conference Board James Bullard, the Dean of the Purdue Business School and former President of the …
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 5th, 2025 Featuring: 1) Ian Lyngen, Head: US Rates Strategy at BMO Capital Market, talks about the 10-year outlook and if Treasury Secretary Bessent's sub-4% target is in the cards following last week's inflation reading…
  continue reading
 
RenMac unpacks the latest employment report, the discrepancy between soft and hard data, the importance of considering “what can go right vs wrong” when bearish sentiment is at an extreme, the potential for thawing trade negotiations, the lack of escape velocity in this market but why we’re not pulling the plug on our tactical call, this week’s mai…
  continue reading
 
- Stephen Miran, Chairman of the White House Council of Economic Advisers - Jeffrey Rosenberg, Portfolio Manager: Systematic Multi-Strategy Fund at BlackRock - Stephanie Roth, Chief Economist at Wolfe Research - Ed Mills, Washington Policy Analyst at Raymond James Stephen Miran, Chairman of the White House Council of Economic Advisers, joins to dis…
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 2nd, 2025 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, Sarah Wolfe, Senior Economist at Morgan Stanley, Sarah Hunt, Chief Markets Strategist at Alpine Woods Capital Investors, and Kristina Campman…
  continue reading
 
In this thought-provoking episode of The Courtenay Turner Podcast, Courtenay welcomes Hrvoje Morić, the creator and host of the Geopolitics & Empire podcast, for a deep dive into the complex web of global power, technology, and ideology. With his extensive background in international relations and a reputation for incisive commentary on world affai…
  continue reading
 
In this explosive live episode, Courtenay Turner will unravel the ideological undercurrents of Game~B-a movement positioning itself as a decentralized, pluralistic alternative to modern civilization’s “rivalrous systems” while advancing a technocratic vision steeped in Hegelian dialectics and Leftist teleology. Framed as a “post-political” solution…
  continue reading
 
- Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank - Brian Gardner, Chief Washington Policy Strategist at Stifel - Dan Ives, Global Head: Technology at Wedbush Securities - Ian Lyngen, Head: US Rates Strategy at BMO Capital Markets Binky Chadha, Chief US Equity & Global Strategist at Deutsche Bank, discusses his most recent S&P 50…
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMay 1st, 2025 Featuring: 1) Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins to talk "calm(er)" markets, labor data, and Investing Day. In the premarket, US equity futures rallied on stronger-than-expect…
  continue reading
 
- Max Kettner, Chief Multi-Asset Strategist at HSBC - Ryan Petersen, Chairman, CEO, and founder of Flexport - Christopher Hughes, co-founder of Facebook - Eric Rosengren, Former President of the Federal Reserve Bank of Boston Max Kettner, Chief Multi-Asset Strategist at HSBC, looks ahead to this week's jobs report and other economic data soon-to-be…
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 30th, 2025 Featuring: 1) Amanda Lynam, Head of Macro Credit Research at Blackrock, joins for an extended discussion on her weekly global credit report and discusses corporate credit spreads and signals from the bond ma…
  continue reading
 
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Elizabeth Economy & Ethan Harris. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
  continue reading
 
- Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America - Collin Martin, Fixed Income Strategist at Charles Schwab - Kathy Bostjancic Chief Economist at Nationwide - Stephanie Roth, Chief Economist at Wolfe Research Savita Subramanian, Head: US Equity & Quantitative Strategy at Bank of America, joins to discuss the outlook …
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 29th, 2025 Featuring: 1) Russ Koesterich, Global Head of Investment Strategy for BlackRock Scientific Active Equities, joins for a discussion on near term volatility in stocks and whether the bull run in international …
  continue reading
 
Get ready for a riveting new episode of Dangerous Dames, airing Monday at 5pm CST on Rumble! Co-hosts Courtenay Turner-host of The Courtenay Turner Podcast-and Dr. Lee Merritt, known as "The Medical Rebel," return to deliver the "dangerous truths that the mainstream doesn't want you to hear." This week, the Dames tackle a packed slate of headline-g…
  continue reading
 
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Robert Kaplan & Stephanie Roth. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg
  continue reading
 
- Neil Dutta, Head: US Economic Research at Renaissance Macro - Kelly Ann Shaw, Partner at Hogan Lovells US - Abigail Yoder, Strategist: US Equity at JPMorgan - Amanda Lynam, Head: Macro Credit Research at BlackRock Neil Dutta, Head: US Economic Research at Renaissance Macro, joins to discuss whether he's becoming more bullish on the US economy or …
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 28th, 2025 Featuring: 1) Robert Kaplan, Vice Chairman at Goldman Sachs and former Dallas Fed president, joins for a discussion about structural changes in the US economy, the incoming Fed decision and jobs day, and Fed…
  continue reading
 
What role do global platforms such as Meta have in managing misinformation? What is the difference between misinformation and fake news, and what impact does it have on society? What lessons has Meta learnt from the challenging geopolitical environment of the past few years? Moz talks to Tom Bonsundy O’Bryan, Head of misinformation policy for EMEA …
  continue reading
 
Get ready for a paradigm-shattering episode of The Courtenay Turner Podcast as Courtenay welcomes back Mark Gober, the fearless author behind An End to Upside Down Cosmos, for his most controversial conversation yet. In this electrifying return, Gober and Turner pull back the cosmic curtain to expose the cracks, cover-ups, and contradictions at the…
  continue reading
 
In this compelling episode of The Courtenay Turner Podcast, Courtenay welcomes investigative journalist and author Iain Davis for an in-depth conversation about his latest two-part exposé, "The Dark MAGA Gov-Corp Technate," recently published on Unlimited Hangout. Davis unpacks the intricate web of technocratic and neoreactionary ideologies that, h…
  continue reading
 
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Matt Hornbach and Tim Adams. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg
  continue reading
 
RenMac discusses Trump backing off on Powell’s firing, why a slower growth environment could mean a more consensus Fed pick, the latest in trade negotiations, what areas to watch to see how survey-data and hard-data reconcile, what tactical indicators we use to see where the bond market is headed, and a preview of next week’s employment data.…
  continue reading
 
- Jason Thomas, Head: Global Research & Investment Strategy at the Carlyle Group - Adewale Adeyemo, Former Deputy Secretary at the US Treasury Department - Adena Friedman, Chair and CEO of Nasdaq Inc. - Nathan Sheets, Managing Director: Citi Research We are broadcasting from Washington as the IMF Spring Meetings come to a close. Jason Thomas, Head:…
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 25th, 2025 Featuring: 1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, joins for an extended discussion on the bond market, the Fed, and outlook for markets. The dollar strengthened in early trading, whi…
  continue reading
 
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Daniel Tannebaum & Anna Wong. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg
  continue reading
 
- Ed Yardeni, President at Yardeni Research - Nicolai Tangen, CEO of Norges Bank Investment Management - Philip Lane, Chief Economist at ECB - Jenny Johnson, CEO of Franklin Templeton Investments Ed Yardeni, President at Yardeni Research, discusses his equity outlook, whether he's revising his S&P 500 target as tariffs continue to be negotiated, an…
  continue reading
 
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyApril 24th, 2025 Featuring: 1) Jean Boivin, Head of the BlackRock Investment Institute, joins for an extended discussion on the global economic transformation and how US trade policy is just one piece of the broader geopolit…
  continue reading
 
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Gina Martin Adams & Huw van Steenis. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…
  continue reading
 
Loading …
Listen to this show while you explore
Play