Bloomberg Surveillance

Ryan Petersen, founder of Flexport and supply-chain expert, explains shipping snarls, rerouting and rising freight costs. Mastin Roberson, retired USMC Major General and defense analyst, breaks down military aims, decentralized risks and drone-defense challenges. Torsten Slok, Apollo’s chief economist, outlines stagflationary shock risks, regional policy divergence and inflation upside from economic tailwinds.

Becca Wasser, defense analyst on U.S. strikes and Iranian missile and drone threats. Michael Shaoul, portfolio manager focused on market volatility and commodities. Ali Safavi, Iranian opposition leader addressing regime transition. Win Thin, macro economist on growth and inflation amid shocks. Ellen Wald, energy expert on Gulf oil infrastructure risks. They discuss supply disruptions, shipping and insurance strains, market positioning, and geopolitical spillovers.

Norman Roule, CSIS senior adviser on warfare and terrorism, offers strategic takes on Iran and the IRGC. Joel Rayburn, retired U.S. Army officer and Middle East security analyst, discusses military phases and regional leadership shifts. Stephen Schork, energy market specialist, outlines Strait of Hormuz risks and oil-market scenarios. They focus on Iran’s military posture, escalation risks, regional power shifts, and energy-market leverage.

Ethan Bronner, Israel bureau chief reporting from Tel Aviv who describes life under sirens and military moves. Kathy Jones, fixed income strategist who explains bond market reactions and Fed considerations. Henrietta Treyz, political strategist who analyzes US political fallout and congressional maneuvering. Javier Blas, energy columnist who breaks down oil flows, sanctions evasion, and how a weeks-long conflict would spike prices.

Weekend programming previews upcoming interviews with political figures and journalists. Conversations cover business, news, lifestyle and culture. Tune-in options and live broadcast times are highlighted.

Jeff, a political commentator on U.S. power and geopolitics; Dan, an Israel-based reporter on security and airspace; Jumana, a Middle East journalist reporting from Dubai. They discuss U.S.-Israel strikes on Iran, Trump's public call for regime change, rapid Iranian retaliation and Gulf airspace closures. Short, intense on-the-ground and political reaction reporting.

Constantine Courcoulas, Bloomberg reporter in London covering markets and investigations. Chris Verrone, Strategas equity strategist focused on market and sector moves. They discuss a UK derivatives debacle and investigative reporting. They also explore shifting global market leadership, February price action, and a potential catharsis in the software sector.

Amos Hochstein, former White House advisor now at TWG Global, breaks down U.S.-Iran negotiations and potential military options. Emil Michael, Undersecretary of Defense, discusses Anthropic talks, DOD AI safeguards and procurement levers. Stephen Auth, CIO at Federated Global, covers valuation shifts, MAG-7 dynamics and why some sectors may outperform as free cash flow patterns change.

Chris Verrone, Chief Market Strategist at Strategas Research Partners, mixes trend-based technical analysis with sharp takes on sector rotation. He explains a shift from growth to cyclicals, the wide software selloff and short-covering dynamics, market breadth versus headline indexes, and risks from private credit and potential contagion in recent London credit stress.

Discussion of NVIDIA’s blowout results and why its data-center growth defies typical limits. Analysis of NVIDIA’s future trajectory and market expectations. Conversation on AI hype versus reality, framing AI as a productivity amplifier rather than an imminent jobs apocalypse. Brief look at a new AI summarization feature for a major financial terminal.