Stocks and Oil Climb Amid Iran Uncertainty
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 22 April 2026
⏱️ 34 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 Sweeney
Wednesday, April 22nd, 2026
Featuring:
1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, talks about economic resiliency and investing amid a ping pong of headlines.
2) Aaron Kennon, Co-Founder & CEO at Clear Harbor Asset Management, joisn to talk about equities and the US economic impact of the Iran war.
3) Audrey Childe-Freeman, Chief FX Strategist for Bloomberg Intelligence & Win Thin, Chief Economist at Bank of Nassau, join for an extended discussion on the US economy and currency outlook.
4) Ed Mills, Policy Analyst at Raymond James, joins to discuss the latest on the war in Iran and Kevin Warsh's nomination for Fed Chair.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | When the rest of the markets slow down, the futures market keeps moving. |
| 0:04.9 | Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? |
| 0:12.0 | In the ETF markets, volume and liquidity lessens after 4pm until the next morning. |
| 0:17.1 | But with futures, you get trading opportunities both day and night. |
| 0:21.1 | Learn more at CMEgroup.com slash equity futures. |
| 0:28.3 | Bloomberg Audio Studios, podcasts, radio news. |
| 0:40.7 | This is the Bloomberg Surveillance Podcast. |
| 0:47.0 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 0:53.4 | Our next guest in studio, Lindsay Rosner, head of multi-sector investing at Goldman Sachs |
| 0:58.8 | asset management. |
| 0:59.5 | I have no idea what that means other than I think she can invest in anything, anywhere, |
| 1:04.7 | anytime. |
| 1:05.7 | Lindsay, thank you for joining us in studio. |
| 1:07.2 | That's accurate. |
| 1:07.7 | Thank you. |
| 1:08.3 | Thank you. |
| 1:08.8 | Where do you guys, given all the crosswinds out there, geopolitical issues, economic issues, where do you guys see value these days? |
| 1:17.3 | So the big value for us, I think, is a theme, which is just stay invested. The idea that you play these ping pong headlines, that doesn't work for anyone. So what we've found value in |
| 1:29.8 | since the beginning, we continue to find value in. That specifically is favoring U.S. over Europe. |
| 1:35.4 | Just take the macro backdrop. We think the U.S. is going to grow at 2.3% this year. We think the |
| 1:40.1 | euro area grows at 0.7%. Okay. When you have that difference of outcomes, that will lead to a different support for the different |
| 1:48.8 | instruments, whether that be rates products or spread products. |
... |
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