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 &amp; Paul SweeneyFriday, May 29, 2026 Featuring: 1) Brian Belski, CEO and CIO at Humilis Investment Strategies, joins for an extended discussion on the S&amp;P bull case and his outlook for markets and the economy. 2) Lindsay Rosner, Head: Multi-Sector Investing at Goldman Sachs Asset Management, joins to discuss recent moves in the bond market and if investors will soon see a rebound. 3) Josh Zegen, Co-Founder and Managing Principal of Madison Realty Capital, discusses real estate opportunities and his firm&#x27;s strategies. 4) Dan Boulud, Chef and Restauranter at Dinex Group, joins to talk the state of the restaurant industry, food inflation, and upcoming projects. See omnystudio.com/listener for privacy information.

Equity and Bond Signals

Bloomberg Surveillance

# Full Transcript

**Podcast:** Bloomberg Surveillance

## Transcript

[SPEAKER_A] When the rest of the markets slow down, the futures market keeps moving. Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? In the ETF markets, volume and liquidity lessens after 4 PM until the next morning. But with futures, you get trading opportunities both day and night. Learn more at cmegroup.com/equityfutures.

[SPEAKER_B] The thing about AI for business, it may not automatically fit the way your business works. At IBM, we've seen this firsthand, but by embedding AI across HR, IT, and procurement processes, we've reduced costs by millions, slashed repetitive tasks, and freed thousands of hours for strategic work. Now we're helping companies get smarter by putting AI where it actually pays off, deep in the work that moves the business. Let's create smarter business. IBM.

[SPEAKER_C] If you follow markets, you know the value of long-term thinking. You plan, you diversify, you prepare for volatility. But in life, even the best strategies can't prevent every bad day—a fire, a loss, a disruption that demands immediate attention. When that happens, what matters isn't just what you planned, it's who shows up. That's where Cincinnati Insurance comes in. For more than 75 years, they've helped individuals and businesses navigate life's toughest moments with care, expertise, and personal attention. Attention: Together with independent agents, Cincinnati Insurance focuses on relationships, not transactions. Their approach is grounded in experience, follow-through, and trust built over time. Bad days happen, and when they do, you deserve an insurance partner who understands risk, respects what you've built, and is ready to help you move forward. The Cincinnati Insurance Companies. Let them make your bad day better. Find an independent agent at cinfin.com.

[SPEAKER_D] Bloomberg Audio Studios. Podcasts. Radio. News. This is the Bloomberg Surveillance podcast. 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. So 2009.

[SPEAKER_E] I think we got to 6,600 and, you know, a couple Vikings wins after that. Brian Belski went long the market. He writes these beautiful short paragraph-by-paragraph Ed Hyman-like notes on having the courage to be in the market. There's 5 or 6 people that can do his act of just shut up and stay in the market. Update: the after-2009 view at Dow 7,000. Like it's an 8-banger you've done to 50,000. Give me the enthusiasm this morning.

[SPEAKER_F] Well, it was hard to be bullish in 2009. It really was, with lots of fear. But we've seen the secular bull market that we've been in print on since the 2009-2010 period see several different fits and starts with respect to cyclical bulls and cyclical bears. We're right now in the 4th year of the most recent cyclical bull market...

Equity and Bond Signals

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Equity and Bond Signals

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.