Markets and Fed Uncertainty
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 29 June 2026
⏱️ 31 minutes
🧾️ Download transcript
Summary
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, June 29, 2026
Featuring:
1) Aditya Bhave, Head: US Economics at Bank of America, joins to discuss why his team is changing their rate call to multiple rate hikes this year.
2) Alicia Levine, CIO at BNY Wealth, talks about her S&P call and the sustainability of the equity rally.
3) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, talks whether AI is a bubble or true market revolution.
4) Chad Beynon, Senior Gaming, Lodging, and Theaters Analyst at Macquarie, talks about how the World Cup is benefitting the US sports betting market and which stocks stand to benefit.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:15.2 | I'm Francie Lacqua, an award-winning journalist, and I've got a new podcast, Leaders with Francine Lacqua from Bloomberg |
| 0:21.1 | podcasts. I've interviewed everyone from heads of state to fashion icons about the news of the |
| 0:26.9 | moment. But I've always been curious who are these people as leaders. I don't think there's one |
| 0:32.6 | right way to be a leader. Make decisions. A poor decision is always better than no decision. |
| 0:39.0 | Listen to new episodes every other Monday. |
| 0:41.6 | Follow leaders with Francine-Lac-Wa wherever you get your podcasts. |
| 0:47.6 | Bloomberg Audio Studios. |
| 0:50.0 | Podcasts Radio News. |
| 0:57.4 | This is the Bloomberg Surveillance Podcasts. |
| 1:00.6 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 1:07.6 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:12.4 | How do you start the week with your interview of the week, including the Fed here, |
| 1:17.0 | on what Mr. Warsh is going to do? Adjibaba has a wonderful pedigree, including out of Amherst, |
| 1:23.1 | which I expect Chairman Warsh is going to quote Robert Frost here at the press conference. Somewhere ages and ages of hence, I, Chairman Warsh is going to quote Robert Frost here at the press conference. |
| 1:28.1 | Somewhere ages and ages hence, I, Chairman Warsh, will find two roads diverged in a wood, |
| 1:34.3 | or diverged in a wood, and I took the one less traveled. |
| 1:38.9 | You say the one less traveled is three rate hikes. |
| 1:42.0 | Really? |
... |
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