Best Tom Dutta Podcasts (2025)

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Single Best Idea with Tom Keene: Neil Dutta & Jeff deGraaf 3:23

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26d ago3:23

3:23

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

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Single Best Idea with Tom Keene: Henrietta Treyz & Ron Josey 2:37

14h ago2:37

2:37

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

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Bloomberg Surveillance TV: November 17th, 2025 25:40

12h ago25:40

25:40

Torsten Slok, Chief Economist at Apollo Global Management Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Terry Haines, Founder at Pangaea Policy Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank Torsten Slok, Chief Economist at Apollo Global Management, shares his expectations for the first official post-shut…

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Stocks Rise at Start of Week as Nvidia, Data Await 38:40

17h ago38:40

38:40

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, November 17th, 2025 Featuring: 1) Michael Purves, CEO at Tallbacken Capital Advisors, discusses deepening labor market divides and slowing wage growth across income levels. 2) Glenn Hubbard, Dean Emeritus at Columbi…

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Bloomberg Surveillance TV: November 14th, 2025 27:02

4d ago27:02

27:02

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Bill Beach, Former Bureau of Labor Statistics Commissioner Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management and President of Wells Fargo Investment Institute Victoria Fernandez, Chief Market Stra…

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Traders Pare Bets on December Fed Cut 26:11

4d ago26:11

26:11

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda Friday, November 14th, 2025 Featuring: 1) Seema Shah, Chief Global Strategist at Principal Asset Management, discusses market uncertainty and economic divides in a data scarce environment. 2) Francisco Blanch, Head of G…

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Single Best Idea with Tom Keene: Tiffany Wilding & Keith Lerner 4:22

5d ago4:22

4:22

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with PIMCO's Tiffany Wilding & Keith Lerner of Truist. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…

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Bloomberg Surveillance TV: November 13th, 2025 32:48

5d ago32:48

32:48

Keith Lerner, CIO and Chief Market Strategist at Truist Advisory Services Kevin Gordon, Head of Macro Research and Strategy at Schwab Center for Financial Research Lisa Hornby, Head of US Fixed Income at Schroders Investment Management Kristina Campmany, Senior Portfolio Manager: Macro Alpha Strategies at Invesco Keith Lerner, CIO and Chief Market …

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Markets Face Clouded Rate Outlook as Record US Shutdown Ends 32:27

5d ago32:27

32:27

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, November 13th, 2025 Featuring: 1) Tiffany Wilding, Managing Director and Economist at PIMCO, on how shutdown-related data delays complicate Federal Reserve decision making ahead of December meeting.2) Wendy Schill…

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Single Best Idea with Tom Keene: Russ Brownback & Jay Hatfield 4:58

6d ago4:58

4:58

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with BlackRock's Russ Brownback & Jay Hatfield of Infrastructure Capital Advisors. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…

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Bloomberg Surveillance TV: November 12th, 2025 37:15

6d ago37:15

37:15

Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock Sarah House, Senior Economist at Wells Fargo Jon Lieber, Managing Director: US at The Eurasia Group Matt Miskin, Co-Chief Investment Strategist at Manulife John Hancock Investments Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, discusses the US inf…

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Tech Rebound Lifts Stocks Ahead of Shutdown Vote; 10 Years of Odd Lots 36:04

6d ago36:04

36:04

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, November 12th, 2025 Featuring: 1) Russ Brownback, Deputy CIO of Global Fixed Income at BlackRock, discusses how the US is suffering from an affordability crisis, and not inflation persistence.2) Amy Wu Silverman,…

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Single Best Idea with Tom Keene: Chuck Clough & John Stoltzfus 3:22

7d ago3:22

3:22

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Chuck Clough of Clough Capital & Oppenheimer's John Stoltzfus. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…

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Bloomberg Surveillance TV: November 11th, 2025 28:23

7d ago28:23

28:23

- Omar Aguilar, CEO & CIO at Schwab Asset Management - Henrietta Treyz, Director of Economic Policy Research at Veda Partners - Dan Skelly, Managing Director at Morgan Stanley Wealth Management - Venu Krishna, Head of US Equity Strategy at Barclays Omar Aguilar, CEO & CIO at Schwab Asset Management, discusses how uncertainty around inflation could …

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AI Jitters Cloud Market Optimism Over Shutdown Resolution 42:08

7d ago42:08

42:08

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, November 11th, 2025 Featuring: 1) Huw van Steenis, Partner and Vice Chair & Daniel Tannebaum, Partner and Global Anti-Financial Crime Practice Leader at Oliver Wyman, join for an extended conversation on whether sy…

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Single Best Idea with Tom Keene: Amanda Lynam & Greg Boutle 4:37

8d ago4:37

4:37

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with BlackRock's Amanda Lynam & BNP's Greg Boutle. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…

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Bloomberg Surveillance TV: November 10th, 2025 34:23

8d ago34:23

34:23

- San Francisco Fed President Mary Daly - Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods - Lindsey Piegza, Chief Economist at Stifel - Meghan Swiber, US Rates Strategist at BofA Securities San Francisco Fed President Mary Daly joins to talk Fed policy and the state of the US economy as the government shutdown rolls on. Sarah Hunt, Chief …

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Investor Optimism Rises as Shutdown Deal Appears Close 27:15

8d ago27:15

27:15

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, November 10th, 2025 Featuring: 1) Talley Leger, Chief Market Strategist at Wealth Consulting Group, explains why easing inflation and expanding profit margins reinforce the bull market case. 2) Amanda Lynam, Head of…

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Single Best Idea with Tom Keene: Troy Gayeski 4:36

11d ago4:36

4:36

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Troy Gayeski, Chief Market Strategist at Future Standard. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.…

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Bloomberg Surveillance TV: November 7th, 2025 25:40

11d ago25:40

25:40

- Stephanie Roth, Chief Economist at Wolfe Research - Brian Gardner, Chief Washington Policy Strategist at Stifel - Nadia Lovell, Head of Global Equity Strategy at UBS Global Wealth Management - Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management Stephanie Roth, Chief Economist at Wolfe Research, discusses the state of th…

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Stocks Fall as Burst of Dip-Buying Fades 30:29

11d ago30:29

30:29

Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, November 7th, 2025 1) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about mixed signals across equities, bonds, and commodities amid policy uncertainty.2) Ryan Majerus, Partner: International Trade Team at King & Spalding LLP and former Assistant General Counsel at …

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Single Best Idea with Tom Keene: Holger Schmieding & Brian Belski 5:15

12d ago5:15

5:15

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

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Bloomberg Surveillance TV: November 6th, 2025 26:03

12d ago26:03

26:03

- Cathie Wood, CEO at ARK Invest - Seema Shah, Chief Global Strategist at Principal Asset Management - Esther George, Former Kansas City Fed President - Jon Lieber, Managing Director: US, at The Eurasia Group & Former Policy Adviser to Sen. Mitch McConnell Cathie Wood, CEO at ARK Invest, discusses why she believes Tesla CEO Elon Musk's $1 trillion …

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Rate Cut Bets Spur Modest Market Gains 31:18

12d ago31:18

31:18

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, November 6th, 2025 1) Brian Belski, CEO and CIO at Humilis Investment Strategies, on starting his own firm and why the US secular bull market remains intact.2) Holger Schmieding, Chief Economist at Berenberg, disc…

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EP#274 LIFE IN THE PITS with Brad Schaeffer, The Final Cut Premiere 1:14:28

12d ago1:14:28

1:14:28

Step inside the legendary exchange floors of Chicago and New York through the eyes of author and former trader Brad Schaeffer. In this riveting conversation with Tom Dutta, Brad relives his journey from a young artist with a knack for numbers to a seasoned trader in one of the most cut-throat environments ever known. His book Life in the Pits is bo…

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Bloomberg Surveillance TV: November 5th, 2025 44:38

13d ago44:38

44:38

- Michael Gapen, Chief US Economist & Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley - Kathryn Wylde, President & CEO at Partnership for New York City - Nazak Nikakhtar, Former Undersecretary and Assistant Secretary at the Department of Commerce & National Security Practice Chair at Wiley Rein - Jim Zelter, President at Apollo Gl…

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Tech Selloff Drives Second Day of Stock Losses 27:01

13d ago27:01

27:01

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Wednesday, November 5th, 2025 1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, talks market momentum and risk factors heading into 2026. 2) Jennifer Lawless, Professor of Politics & Public Policy at…

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Bloomberg Surveillance TV: November 4th, 2025 29:02

14d ago29:02

29:02

- Torsten Slok, Chief Economist at Apollo Global Management - Henrietta Treyz, Director of Economic Policy Research at Veda Partners - Henry Allen, Macro Strategist at Deutsche Bank - Whitney Tilson, Former NYC Democratic Mayoral Candidate & Editor at Stansberry Research Torsten Slok, Chief Economist at Apollo Global Management, discusses the growi…

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AI Angst Leads Election Day Stock Selloff 25:17

14d ago25:17

25:17

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Tuesday, November 4th, 2025 1) Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses how strong earnings momentum and AI optimism are helping offset concerns about high valuations and mix…

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Bloomberg Surveillance TV: November 3rd, 2025 35:07

15d ago35:07

35:07

- Federal Reserve Governor Stephen Miran - Mike Wilson, CIO & Chief US Equity Strategist at Morgan Stanley - Amanda Lynam, Head of Macro Credit Strategy at BlackRock - Nancy Lazar, Chief Global Economist at Piper Sandler Federal Reserve Governor Stephen Miran joins to discuss the path of Fed rate policy following last week's widely-anticipated cut.…

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AI Bulls Fuel Rally as Markets Turn to Private Eco Data 33:50

15d ago33:50

33:50

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Monday, November 3rd, 2025 1) Bob Michele, CIO: Fixed Income at JPMorgan Asset Management, discusses the Fed’s policy shift and the case for another rate cut before year end.2) Henrietta Treyz, Co-Founder at Veda…

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Bloomberg Surveillance TV: October 31st, 2025 27:15

18d ago27:15

27:15

- Jim Caron, CIO for Cross Asset Solutions at Morgan Stanley Investment Management - Gene Munster, Managing Partner at Deepwater Asset Management - Ed Mills, Washington Policy Analyst at Raymond James - Winnie Cisar, Global Head of Strategy at CreditSights Jim Caron, CIO at Morgan Stanley Investment Management, talks equity valuations and the disco…

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Big Tech Earnings Boosts AI Sentiment 23:59

18d ago23:59

23:59

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, October 30th, 2025 1) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on tech sector sentiment and the AI infrastructure buildout. 2) Dan Ives, Global Head of Tech Research at Wedbush Securitie…

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Bloomberg Surveillance TV: October 30th, 2025 31:09

19d ago31:09

31:09

- Stuart Kaiser, Head of Equity Trading Strategy at Citi - Leland Miller, CEO of China Beige Book - Sonal Desai, CIO for Fixed Income at Franklin Templeton - US Energy Secretary Chris Wright Stuart Kaiser, Head of Equity Trading Strategy at Citi, talks big tech earnings and the Fed's path forward following Wednesday's rate cut. Leland Miller, CEO o…

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Fed Rate Cut Signals Strategy Shift; Trump & Xi Ease Trade Tensions 28:12

19d ago28:12

28:12

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Norah MulindaThursday, October 30th, 2025 1) Joe Davis, Chief Economist and Global Head of Investment Strategy at Vanguard, shares his outlook for US rate policy following the Fed's second rate cut of the year. 2) Heidi Crebo-Rediker…

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Instant Reaction: Jay Powell on the Fed Decision 21:19

20d ago21:19

21:19

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. Treasuries extended losses after Federal Reserve Chair Jerome Powell said a December interest-rate cut was not set in stone, even after delivering …

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Single Best Idea with Tom Keene: Alicia Levine & John Mowrey 3:07

20d ago3:07

3:07

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Alicia Levine & John Mowrey. 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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Bloomberg Surveillance TV: October 29th, 2025 29:08

20d ago29:08

29:08

- Blake Gwinn, RBC Capital Markets Head of US Rates Strategy - Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas, BlackRock - Pierre Ferragu, Head of Global Tech Infrastructure, New Street Research - Mary Lovely, Senior Fellow at the Peterson Institute Blake Gwinn, Head of US Rates Strategy at RBC Capital Markets, previews Wednes…

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Markets Get Nvidia Boost Ahead of Anticipated Fed Cut 38:16

20d ago38:16

38:16

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, October 29th, 2025 1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, gives his outlook for markets on the back of AI-driven earnings momentum. 2) Thomas Simons, Chief US Economist at Jeff…

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Single Best Idea with Tom Keene: Robert Kaplan & Ed Yardeni 3:22

21d ago3:22

3:22

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 & Ed Yardeni. 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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Bloomberg Surveillance TV: October 28th, 2025 28:54

21d ago28:54

28:54

- Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank - Ohsung Kwon, Chief Equity Strategist at Wells Fargo - Katy Kaminski, Chief Research Strategist at AlphaSimplex Group - Rep. French Hill, (R) Arkansas & Chairman of the House Financial Services Committee Deepak Puri, Chief Investment Officer: Americas at Deutsche Bank, shares his e…

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Stock Rally Stalls Ahead of Big-Tech Earnings, Fed Decision 39:30

21d ago39:30

39:30

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Scarlet Fu Tuesday, October 28th, 2025 1) Robert Kaplan, Vice Chairman of Goldman Sachs and former Dallas Fed President, on why he expects the FOMC to cut rates at this week's meeting. 2) Ed Yardeni, President at Yardeni Research, discu…

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Bloomberg Surveillance TV: October 27th, 2025 30:09

22d ago30:09

30:09

Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income Vito Sperduto, Head of RBC Capital Markets, US Terry Haines, Founder at Pangaea Policy Veronica Clark, Director of Citi Research at Citigroup Global Markets Greg Peters, Co-Chief Investment Officer at PGIM Fixed Income, talks treasuries as futures hold small losses after gapping lower at…

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US-China Trade Talk Optimism Fuels Market Rally 29:43

22d ago29:43

29:43

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda Monday, October 27th, 2025 1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses how solid headline earnings are masking deteriorating revision trends. 2) Henrietta Treyz, Managing Partner at V…

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Single Best Idea with Tom Keene: Kit Juckes & Jordan Rochester 4:25

25d ago4:25

4:25

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Kit Juckes and Jordan Rochester. 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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US CPI Rises Less Than Expected, Keeping Fed on Track to Cut 33:52

25d ago33:52

33:52

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, October 24th, 2025 1) Constance Hunter, Chief Economist at the Economist Intelligence Unit, and Kit Juckes, Head of FX Strategy at Societe Generale, react to US CPI and discuss the implications for the broader globa…

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Bloomberg Surveillance TV: October 24th, 2025 27:57

25d ago27:57

27:57

- David Kelly, Chief Global Strategist at JPMorgan Asset Management - Tiffany Wilding, Economist at PIMCO - George Pollack, Senior Analyst for US Policy at Signum Global - John Stoltzfus, Chief Investment Strategist at Oppenheimer David Kelly, Chief Global Strategist at JPMorgan Asset Management, and Tiffany Wilding, Economist at PIMCO, react to Fr…

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Bloomberg Surveillance TV: October 23rd, 2025 23:25

26d ago23:25

23:25

- Eric Rosengren, Former Boston Fed President & CEO and Visiting Scholar at MIT Golub Center - Sarah Bianchi, Senior Managing Director at Evercore ISI - Dan Ives, Global Head of Tech Research & Senior Equity Analyst at Wedbush Securities - Thomas DiNapoli, New York State Comptroller Eric Rosengren, Former Boston Fed President & CEO and Visiting Sch…

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Hotter CPI Unlikely to Deter Rate Cuts - For Now 43:46

26d ago43:46

43:46

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney October 23rd, 2025 1) Jeff deGraaf, Chairman & Neil Dutta, Head of Economic Research at Renaissance Macro, join for an extended discussion on safe havens, credit risks, and their market outlook for 2026. 2) David Lebovitz, …

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Single Best Idea with Tom Keene: Wei Li & Ed Morse 3:46

27d ago3:46

3:46

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 & Ed Morse. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.By Bloomberg