Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, December 5th, 2025 Featuring: 1) Geetha Ranganathan, US Media Analyst for Bloomberg Intelligence, reacts to Netflix agreeing to acquire Warner Bros. Discovery in a historic combination, joining the world’s dominant paid streaming service with one of Hollywood’s oldest and most revered studios. Under the deal announced Friday, Warner Bros. shareholders will r...
Dec 05, 2025•35 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Morgan Stanley's Lisa Shalett & Erin McLaughlin of The Conference Board. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 04, 2025•3 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, December 4th, 2025 Featuring: 1) Mona Mahajan, Head of Investment Strategy at Edward Jones, shares her expectations for a Fed rate cut next week and her earnings outlook for 2026. 2) Neil Shearing, Group Chief Economist at Capital Economics, discusses he believes why the Fed is unlikely to deliver the deep cuts markets expect. 3) Heidi Crebo-Rediker, Senio...
Dec 04, 2025•25 min
Featuring: Binky Chadha, Chief Global Strategist, Deutsche Bank Sonal Desai, Fixed Income CIO, Franklin Templeton Angelo Zino, Head:Technology, CFRA See omnystudio.com/listener for privacy information.
Dec 04, 2025•21 min
Featuring: Maya MacGuineas, Committee For A Responsible Federal Budget President Dana D'Auria, Envestnet Solutions Co-Chief Investment Officer Thomas Hoenig, Former Kansas City Fed President See omnystudio.com/listener for privacy information.
Dec 03, 2025•21 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Piper Sandler's Nancy Lazar & Michael Green of Simplify Asset Management. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Dec 03, 2025•4 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, December 3rd, 2025 Featuring: 1) Nancy Lazar, Chief Global Economist at Piper Sandler, on how broadening earnings and big business strength are supporting GDP and the S&P despite weak labor data. 2) Michael Green, Chief Strategist at Simplify Asset Management, explains why modern mandatory costs like housing, childcare, healthcare, and transportation ...
Dec 03, 2025•42 min
Jim Zelter, President at Apollo Global Management Lindsey Piegza, Chief Economist at Stifel Katy Kaminski, Chief Research Strategist at AlphaSimplex Matt Shay, President of the National Retail Federation Apollo Global Management President Jim Zelter looks at some of the expectations for the year ahead while highlighting this year’s strengths in the M&A market and the “amazingly resilient” US economy. Lindsey Piegza, Chief Economist at Stifel, shares her expectations for next week’s FOMC meet...
Dec 02, 2025•37 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda Tuesday, December 2nd, 2025 Featuring: 1) Wei Li, Global Chief Investment Strategist at BlackRock, discusses BII's 2026 global investment outlook. 2) Meredith Whitney, CEO at Meredith Whitney Advisory Group, discusses how the lower end consumer is entering a second recession with no access to liquidity or credit buffers. 3) Cameron Dawson, Chief Investment Offic...
Dec 02, 2025•36 min
Alastair Pinder, Global Equity Strategist at HSBC Ian Harnett, Chief Investment Strategist at Absolute Strategy Research Amanda Lynam, Head of Macro Credit Research at BlackRock Sen. Bill Cassidy, (R) Louisiana Alastair Pinder, Global Equity Strategist at HSBC, discusses how AI will drive both equities and credit in the new year. Ian Harnett, Chief Investment Strategist at Absolute Strategy Research, shares the six macro risks he sees shaping investment strategy in 2026. Amanda Lynam, Head of Ma...
Dec 01, 2025•33 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Monday, December 1st, 2025 Featuring: 1) Seema Shah, Chief Global Strategist at Principal Asset Management, explains why 2026 calls for cautious optimism and broad portfolio diversification. 2) Henrietta Treyz, Co-Founder at Veda Partners, discusses the latest headlines out of Washington including President Trump hinting at his pick for Fed chair. 3) Bria...
Dec 01, 2025•30 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, November 28th, 2025 Featuring: 1) Max Kettner, Chief Multi-Asset Strategist at HSBC, explains why Q4 earnings expectations are at their lowest and what it means for markets. 2) Steve Sadove, former Chairman and CEO of Saks Inc., talks about holiday retail trends with 4 percent sales growth and strong inventory management. 3) Jeffrey Roach, Chief Economist at...
Nov 28, 2025•38 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Andrew Slimmon of Morgan Stanley Investment Management See omnystudio.com/listener for privacy information.
Nov 26, 2025•4 min
Featuring: Amy Wu Silverman, Head of Derivatives Strategy for RBC Wendy Schiller, professor at Brown University Barbara Doran, BD8 Capital Partners CEO/CIO See omnystudio.com/listener for privacy information.
Nov 26, 2025•21 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday November 26th, 2025 Featuring: 1) Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses the AI Revolution 2) Tiffany Yeh, Boston Consulting Group Managing Director, previews Black Friday 3) Andrew Slimmon of Morgan Stanley Investment Management discusses markets 4) Stephany Chen, Senior Vice President at Trinity Investments, on the Holida...
Nov 26, 2025•32 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Elizabeth Economy, Hargrove Senior Fellow at Stanford University's Hoover Institution See omnystudio.com/listener for privacy information.
Nov 25, 2025•3 min
Featuring: Peter Tchir, Head of Macro Strategy, Academy Securities Ed Al-Hussainy, Columbia Threadneedle Portfolio Manager:Fixed Income Kelly Ann Shaw, Akin Gump Strauss Hauer Mng Dir/Head:Global Multi-Asset Strategy See omnystudio.com/listener for privacy information.
Nov 25, 2025•28 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday November 25th, 2025 Featuring: 1) Elizabeth Economy, Hoover Institution At Stanford University Hargrove Senior Fellow, discusses China's long game with with US relations 2) Chris Whalen, Whalen Global Advisors Founder and Chairman, discusses the World's biggest banks and bitcoin 3) Wendy Schiller, Professor of Political Science at Brown University, discusses...
Nov 25, 2025•36 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Lori Calvasina of RBC and Bloomberg Intelligence's Mike McGlone See omnystudio.com/listener for privacy information.
Nov 24, 2025•4 min
Featuring: Howard Lutnick, United States Secretary of Commerce Neil Dutta, Renaissance Macro Partner/Head:US Economic Research Morgan Stanley Chief US Equity Strategy Mike Wilson See omnystudio.com/listener for privacy information.
Nov 24, 2025•33 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday November 24th, 2025 Featuring: 1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on when the market pullback will run its course 2) Mike McGlone, Bloomberg Intelligence Senior Commodity Analyst, on the crypto crash and what comes next. 3) RaeAnn Mitrione, Partner at Callan Family Office, how tech is impacting the equity market 4) Anurag Ra...
Nov 24, 2025•23 min
Stephen Miran, Federal Reserve Governor Gil Luria, Head of Technology Research at DA Davidson Claudia Sahm, Chief Economist at New Century Advisors Ulrike Hoffman-Burchardi, CIO of Global Equities at UBS Global Wealth Management Federal Reserve Governor Stephen Miran discusses why recent economic data should push policymakers in a dovish direction. Gil Luria, Head of Technology Research at DA Davidson, explains why he’s remaining bullish on Nvidia. Claudia Sahm, Chief Economist at New Century Ad...
Nov 21, 2025•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, November 21th, 2025 Featuring: 1) Cameron Dawson, CIO at NewEdge Wealth, reacts to recent market volatility and explains why the Fed faces a “choose your own adventure” policy dilemma. 2) Yelena Shulyatyeva, Senior Economist at the Conference Board, on the lessons learned from Thursday's September US jobs report. 3) Jeff Krumpelman, Chief Investme...
Nov 21, 2025•31 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Payden & Rygel’s Jeffrey Cleveland & former World Bank President David Malpass. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 20, 2025•3 min
Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management Nela Richardson, Chief Economist at ADP Saira Malik, Chief Investment Officer at Nuveen Angelo Zino, Senior Equity Analyst at CFRA Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management and Nela Richardson, Chief Economist at ADP, react to the long-awaited September jobs report. Saira Malik, Chief Investment Officer at Nuveen, shares her outlook for the Fed’s path ahead following Thursday’s read on the l...
Nov 20, 2025•29 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, November 20th, 2025 Featuring: 1) Jeffrey Cleveland, Director and Chief Economist at Payden & Rygel, reacts to the September US jobs report. 2) David Malpass, former President at the World Bank, on why cautious rate cuts may backfire by tightening financial conditions and slowing growth. 3) Marta Norton, Chief Investment Strategist at Empower, on how N...
Nov 20, 2025•27 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Bank of Nassau’s Win Thin & Mandeep Singh of Bloomberg Intelligence. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 19, 2025•4 min
Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth Frances Donald, Chief Economist at RBC Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI Libby Cantrill, Managing Director and Head of Public Policy at PIMCO Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares why she’s expecting a market rally into year end. Frances Donald, Chief Economist at RBC, discusses her expectations for Thursday’s jobs report. Julian Emanuel, Chief Eq...
Nov 19, 2025•31 min
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, November 19th, 2025 Featuring: 1) Carol Schleif, Chief Market Strategist at BMO Private Wealth, examines whether markets can sustain momentum amid volatility and fiscal uncertainty. 2) Win Thin, Chief Economist at Bank of Nassau, discusses policy divergence among Fed policymakers and his outlook for the US economy into 2026. 3) Scott Diamond, Co-Head of t...
Nov 19, 2025•35 min
Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Stuart Kaiser of Citi & PIMCO’s Tony Crescenzi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.
Nov 18, 2025•4 min
