Gen AI Usage Trends & Growth Projections as Buildout Continues
Seema Shah and Stephen Sopko discuss the state of the AI trade and continuing impacts infrastructure buildout will have on markets. Seema explains the trends on user consumption in generative AI apps, which she sees increasing. Stephen talks about the timeline to AI driving growth and how adoption …
Equity Rally Post-FOMC
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 22, 2026Featuring:1) Seema Shah, Chief Global Strategist at Principal Asset Management, joins for a discussion on…
Reacting to PCE, GDP, and Kevin Warsh
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 SweeneyThursday July 30, 2026Featuring:1) Tani Fukui, Senior Director of Economic & Market Strategy at MetLife Investment Management,…
Bloomberg Surveillance TV: August 18th, 2026
Featuring:
Stuart Kaiser, Head of US Equity Trading Strategy at Citi
Seema Shah, Chief Global Strategist at Principal Asset Management
Mark Cabana, Head of US Rates Strategy at BofA Global Research
See omnystudio.com/listener for privacy information.
Rate and Market Uncertainty
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 SweeneyWednesday, September 9th, 2026
Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, talks ab…
Muse AI's Highs & Lows for META: High Barrier of Entry, Strong Profit Opportunity
Does Muse change the Meta Platforms (META) AI thesis? Seema Shah says, not quite. While it's doing better than Threads and Meta AI did as this point of its life cycle, Seema argues it's behind OpenAI's ChatGPT, Alphabet's (GOOGL) Google Gemini, and other developing chat bots. Seema still believes M…
OpenAI Reports New AI Safety Incidents, Sets Disclosure Plan
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF
OpenAI shared several undisclosed incidents of its AI models misbehaving and unveiled a new framework for tracking and disclosing such occurrences going forward. Some o…
Who’s Looking After You While You’re Looking After Everyone Else?
In this episode, I sit down with Seema Shah, founder of Harmonious Way to Health, to talk about what happens when we spend so much time caring for everyone and everything else that we stop paying attention to ourselves.
Seema takes a holistic approach to wellbeing, looking at the connection between…
Bloomberg Surveillance TV: October 2nd, 2026
Featuring:
Seema Shah, Chief Global Strategist at Principal Asset Management
Michael Haigh, Managing Director & Global Head: FIC & Commodity Research at Societe Generale
Jeffrey Rosenberg, Managing Director & Senior Portfolio Manager: Systematic FI at BlackRock
See omnystudio.com/listener for…
OpenAI Revenue Report Hits Tech
Business and finance news from the Asia-Pacific.
Asian stocks dropped, tracking declines on Wall Street, as speculation about OpenAI's revenue revived concerns over the sustainability of the artificial-intelligence spending boom. Oil edged lower. The MSCI Asia Pacific equities index edged 0.1% low…
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