Bloomberg Surveillance

Featuring:
Cameron Dawson, Chief Investment Officer at Newedge Wealth
Sara Araghi, Senior VP & Portfolio Manager at Franklin Templeton
Henrietta Treyz, Co-Founder & Director of Economic Policy Research at Veda Partners
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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
Monday, September 1st, 2026
Featuring:
1) David Katz, CIO at Matrix Asset Advisors
2) David Booth, Dimensional Fund Advisors founder and Chairman
3) Jordan Jackson, Global Market Strategist at JPMorgan Asset Management
4) Leslie Palti-Guzman, founder at Energy Vista
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Featuring:
Bob Elliott, Co-Founder, CEO & CIO of Unlimited Funds
CJ Muse, Senior Managing Director & Equity Research Analyst at Cantor Fitzgerald
Paul Sankey, President of Sankey Research
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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
Monday, August 31st, 2026
Featuring:
1) Kristina Hooper, Chief Market Strategist at Man Group, joins to discuss US and global economic outlooks and risks.
2) Tracey Manzi, Senior Investment Strategist at Raymond James, talks about calming in the bond market and potential for further yield spikes.
3) Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, offers her equity outlook post-Jackson Hole.
4) Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, on the constructive backdrop for stocks and commodities.
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Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This conversation provides detailed, research-backed information and practical advice for financial advisors who are considering their next move. Produced by Bloomberg Media Studios and Prudential Financial, this roundtable discussion provides clear and honest perspectives on the changes that are coming.

Guests on the show include:
David Blanchett, Head of Retirement Research with Prudential Financial, and Portfolio Manager with PGIM
Brittney Castro, CFP, AAMS, CRPC, Financial Expert and Speaker
Chelsea Ransom-Cooper, Co-Founder and Chief Financial Planning Officer with Zenith Wealth Partners
Maggie Lake, Financial Journalist

Research sources:
Cerulli Associates: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2024
Cerulli Associates: The Cerulli Edge, U.S. Retail Investor, 2023
Alliance for Lifetime Income: Protected Retirement Income and Planning Study, 2024
Prudential Communications: Global Retirement Pulse Survey, 2025

For more about this series visit us at:
https://sponsored.bloomberg.com/media/prudential/the-great-client-transfer
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