Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Evercore ISI’s Julian Emanuel & Jonathan Maxwell of Sustainable Development Capital LLP.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 21 January 2026

Featuring: David McKay, President and CEO of the Royal Bank of Canada Ted Pick, Chairman and CEO of Morgan Stanley Senator Thom Tillis of North Carolina See omnystudio.com/listener for privacy information.

Transcribed - Published: 21 January 2026

Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery Inc. The streaming leader said Tuesday it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming business of Warner Bros., a deal that would unite two of the world’s largest entertainment companies. Netflix spent about $18 billion on programming last year, with subscribers growing almost 8% to top 325 million. For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with: Bloomberg News Senior Editor and Entertainment Team Leader Chris Palmeri Eric Clark, Chief Investment Officer at Accuvest Global Advisors Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan See omnystudio.com/listener for privacy information.

Transcribed - Published: 20 January 2026

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Bloomberg Opinion's Marc Champion & Michael Purves of Tallbacken Capital Advisors. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 20 January 2026

Featuring: Gary Cohn, IBM Vice Chairman Paul Ryan, Teneo Vice Chairman and former Speaker of the US House of Representatives Alexander Stubb, President of Finland See omnystudio.com/listener for privacy information.

Transcribed - Published: 20 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, January 20th, 2026 Featuring: 1) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses risk-off sentiment in European markets and why gold remains the best hedge. 2) Steve Laipply, Global Co-Head of iShares Fixed Income at BlackRock, on record bond ETF flows and the shift toward selective yield strategies. 3) Michael Darda, Chief Economist at Roth Capital Partners, discusses concerns around Fed stability and political pressure. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on MBAs from top business schools facing a difficult hiring outlook, and Bloomberg News reporting on how an all-female trading desk at Italy's Banca Promos is breaking the mold.See omnystudio.com/listener for privacy information.

Transcribed - Published: 20 January 2026

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Rockefeller Asset Management’s Avery Sheffield & Dr. Alexis Crow of PwC US.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 16 January 2026

Featuring: Mona Mahajan, Principal and Head of Investment Strategy at Edward Jones Jon Lieber, US Managing Director and Head of Research at Eurasia Group Stephen Stanley, Chief US Economist at Santander US Capital Markets See omnystudio.com/listener for privacy information.

Transcribed - Published: 16 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Alexis Christoforous Friday, January 16th, 2026 Featuring: 1) Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank, discusses how AI fragmentation and inflation are defining investor strategy. 2) Dr. Alexis Crow, Partner & Chief Economist at PwC US, analyzes why diversification away from the US and toward Europe and EM is becoming increasingly important for investors. 3) Ebrahim Rahbari, Head of Rates Strategy & US Research at Absolute Strategy Research, on how the DoJ subpoena of Jerome Powell raises serious questions about Fed independence. ) Dr. Lindsay Newman, Geopolitical Risk Expert at GZero Media & Visiting Research Fellow at King's College, examines how mixed signals from Washington complicate geopolitical forecasting.See omnystudio.com/listener for privacy information.

Transcribed - Published: 16 January 2026

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Mizuho's Dominic Konstam & Anna Wong of Bloomberg Economics. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 15 January 2026

Featuring: Nela Richardson, Chief Economist for ADP French Hill, Republican Congressman for Arkansas Terry Haines, Founder of Pangaea Policy See omnystudio.com/listener for privacy information.

Transcribed - Published: 15 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Alexis Christoforous Thursday, January 15th, 2026 Featuring: 1) Dominic Konstam, Head of Macro Strategy at Mizuho Americas, discusses why AI driven productivity gains point to structurally lower inflation beyond 2026. 2) Sree Kochugovindan, Senior Research Economist at Aberdeen Investments, examines how Japan’s looming election could extend the Takaichi trade across global markets. 3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, on the growing risks and costs for Russia’s shadow fleet amid seizures and Black Sea attacks. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on how the growing usage on weight-loss drugs could provide big savings for US airlines, and Boston Globe reporting on one of the city's oldest dive bars closing its doors.See omnystudio.com/listener for privacy information.

Transcribed - Published: 15 January 2026

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with RBC Capital Markets’ Gerard Cassidy & Professor Nathalie Tocci of the Johns Hopkins School of Advanced International Studies, Europe.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 14 January 2026

Featuring: Ed Bastian, Delta Air Lines CEO Edward Mills, Managing Director and Washington Policy Analyst at Raymond James Alexander Altmann, Managing Director and Global Head of Equities Tactical Strategies at Barclays See omnystudio.com/listener for privacy information.

Transcribed - Published: 14 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, January 14th, 2026 Featuring: 1) Gerard Cassidy, Head of US Bank Equity Strategy at RBC Capital Markets, recaps the week's bank earnings.2) Nathalie Tocci, Professor of Practice at John Hopkins SAIS Europe, on the end of trans-Atlantic illusion and Europe’s path toward geopolitical autonomy.3) David Seif, Chief Economist for Developed Markets at Nomura, on why political noise may not derail the Fed’s cautious approach to easing. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on efforts to get people to dress better for air travel, and Jon Stewart giving Surveillance a shout out on The Daily Show.See omnystudio.com/listener for privacy information.

Transcribed - Published: 14 January 2026

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with New York Life Investments' Lauren Goodwin & Leslie Vinjamuri of the Chicago Council on Global Affairs. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Transcribed - Published: 13 January 2026

Featuring: Patrick McHenry, Bloomberg Contributor and Former Republican Congressman from North Carolina Nouriel Roubini, Chairman and CEO of Roubini Macro Associates Tiffany Wilding, Managing Director and Economist at PIMCO See omnystudio.com/listener for privacy information.

Transcribed - Published: 13 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, January 13th, 2026 Featuring: 1) Troy Ludtka, Senior US Economist at SMBC Nikko Securities, reacts to the December US CPI print. 2) Leslie Vinjamuri, President & CEO at the Chicago Council on Global Affairs, examines how President Trump’s early 2026 actions mark a deliberate US pivot from diplomacy to disruption. 3) Richard Portes, Professor of Economics at London Business School, discusses the political pressure campaign against Fed Chair Jerome Powell and its potential to backfire. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal piece on how antivirals can help combat a surge in flu cases, and Bloomberg News reporting on 'longevity tourism.'See omnystudio.com/listener for privacy information.

Transcribed - Published: 13 January 2026

Featuring: Bill Pulte, Director, Federal Housing Finance Agency Norman Roule, Chief Executive Officer, Pharos Strategic Consulting Torsten Slok, Chief Economist, Apollo See omnystudio.com/listener for privacy information.

Transcribed - Published: 12 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, January 12th, 2026 Featuring: 1) Thierry Wizman, Global FX & Rates Strategist at Macquarie Group, and Michael McKee, Bloomberg News International Economics & Policy Correspondent, react to the DOJ serving the Federal Reserve with grand jury subpoenas. 2) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why growth inflation and yield trends support equities. 3) Henrietta Treyz, Co-Founder at Veda Partners, on the political and economic stakes tied to a Supreme Court decision on IEEPA tariff powers. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on job seekers finding a new source of income, and a Bloomberg News story on NFL legend Tom Brady becoming the newest face of GLP-1 weight loss drugs.See omnystudio.com/listener for privacy information.

Transcribed - Published: 12 January 2026

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Renaissance Macro’s Neil Dutta & Claudia Sahm of New Century Advisors.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 9 January 2026

Featuring:  Doug Burgum, US Interior Secretary Steven Major, Global Macro Advisor, Tradition Priya Misra, Portfolio Manager, JPMorgan Core Plus Bond ETF See omnystudio.com/listener for privacy information.

Transcribed - Published: 9 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, January 9th, 2026 Featuring: 1) Claudia Sahm, Chief Economist at New Century Advisors, reacts to the December US jobs report. 2) Kristina Campmany, Senior Portfolio Manager at Invesco, discusses why the dollar downtrend may persist. 3) Carl Weinberg, Chief Economist and Managing Director at High Frequency Economics, on what he sees as the biggest economic risks in 2026. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the booming demand for wearable health trackers, and Wall Street Journal reporting on the battle over Jimmy Buffett's old recording studio.See omnystudio.com/listener for privacy information.

Transcribed - Published: 9 January 2026

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Brown University’s Wendy Schiller & Jordan Rochester of Mizuho.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 8 January 2026

Featuring:  Stephen Miran, Federal Reserve Governor Seema Shah, Chief Global Strategist, Principal Asset Management Jim Zelter, President, Apollo Global Management See omnystudio.com/listener for privacy information.

Transcribed - Published: 8 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Thursday, January 8th, 2026 Featuring: 1) Marta Norton, Chief Investment Strategist at Empower, examines whether the rotation trade can continue in 2026. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, joins from CES in Las Vegas to discuss the state of AI investing. 3) Wendy Schiller, Professor of Political Science at Brown University, reacts to the ICE shooting in Minneapolis and the Trump administration's pressure campaigns against Venezuela and Greenland. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on the downsides of AI use at work, and Bloomberg News reporting on restaurants turning to zero-waste menus to combat rising food costs.See omnystudio.com/listener for privacy information.

Transcribed - Published: 8 January 2026

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Fordham Global Foresight’s Tina Fordham & Ruchir Sharma of Rockefeller International & Breakout Capital Partners.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 7 January 2026

Featuring: David Bailin, CIO Group CEO John Bilton, JP Morgan Global Head of Multi-Asset Solutions Jonathan Tamari, Bloomberg Government Congress Reporter Henrietta Treyz, Veda Partners Economic Policy Research Director See omnystudio.com/listener for privacy information.

Transcribed - Published: 7 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, January 7th, 2026 Featuring: 1) Ruchir Sharma, Chairman at Rockefeller International & Founder and CIO at Breakout Capital Partners, explains why 2026 marks a turning point for global markets.2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses why disinflation and a softer dollar set up a pro-risk backdrop for markets.3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on why policy optimism and cyclical trades may mask deeper economic slowdown. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn's rise in popularity, and a New York Post story on a Toronto steakhouse offering MLB free agent Bo Bichette free food for life if he resigns with the Blue Jays.See omnystudio.com/listener for privacy information.

Transcribed - Published: 7 January 2026

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Harvard Kennedy School’s Ricardo Hausmann & Shannon O’Neil of the Council on Foreign Relations.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 6 January 2026

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI  Sonal Desai, Fixed Income CIO at Franklin Templeton  Andrew Hollenhorst, Chief US Economist at Citi Research  Troy Gayeski, Chief Market Strategist at Future Standard  Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares his market outlook for the year ahead. Sonal Desai, Fixed Income CIO at Franklin Templeton, discusses why she’s remaining constructive on US growth. Andrew Hollenhorst, Chief US Economist at Citi Research, examines the state of the labor market and what it could mean for Fed policy in 2026. Troy Gayeski, Chief Market Strategist at Future Standard, explains why middle-market private equity is the best growth opportunity outside mega-cap tech. See omnystudio.com/listener for privacy information.

Transcribed - Published: 6 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Tuesday, January 6th, 2026 Featuring: 1) Liz Ann Sonders, Chief Investment Strategist & Kevin Gordon, Head of Macro Research and Strategy at Charles Schwab, joins for an extended conversation on why 2026 marks a transition year for markets.2) Ricardo Hausmann, Professor of the Practice of International Political Economy at Harvard Kennedy School, on why foreign control and oil exploitation cannot replace democratic legitimacy for Venezuela.3) Troy Gayeski, Chief Market Strategist at Future Standard, discusses why middle-market private equity is the best growth opportunity outside mega-cap tech. 4) Shannon O'Neil, Senior Vice President at the Council on Foreign Relations, discusses why Maduro’s capture does not guarantee democracy in Venezuela.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including New York Times reporting on a flood of Maduro deepfakes online, and a Wall Street Journal story on an Equinox executive who says golf is not exercise.See omnystudio.com/listener for privacy information.

Transcribed - Published: 6 January 2026

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Edward Morse of Hartree Partners. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 5 January 2026

Ed Yardeni, President at Yardeni Research  Norman Roule, Fmr. Senior US Intelligence Official  Bob McNally, Founder & President at Rapidan Energy Advisors  Jim Bianco, President and Macro Strategist at Bianco Research  Ed Yardeni, President at Yardeni Research, shares his market outlook for 2026. Former Senior US Intelligence official Norman Roule reacts to the capture of Venezuelan President Nicolas Maduro. Bob McNally, Founder & President at Rapidan Energy Advisors, examines what this weekend’s US strike on Venezuela means for energy markets going forward. Jim Bianco, President and Macro Strategist at Bianco Research, discusses the state of fixed income as US treasuries extend gains after posting their best year since 2020. See omnystudio.com/listener for privacy information.

Transcribed - Published: 5 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Monday, January 5th, 2026 Featuring: 1) Ed Morse, Senior Advisor and Commodities Strategist at Hartree Partners, discusses the state of commodities markets at large following the capture of Venezuelan President Nicolas Maduro. 2) Keith Lerner, Chief Investment Officer at Truist, discusses how easing policy and earnings growth support the next leg of expansion. 3) Henrietta Treyz, Co-Founder at Veda Partners, joins for more analysis on the geopolitical fallout of the arrest of Nicolas Maduro. 4) Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, on why 2026 favors income over price gains in fixed income markets.See omnystudio.com/listener for privacy information.

Transcribed - Published: 5 January 2026

President Donald Trump said the US would run Venezuela until a transition could be organized, hours after a US operation captured leader Nicolás Maduro, ousting the strongman from power after months of mounting military and economic pressure on his regime. “We’re going to run the country until such time as we can do a safe, proper and judicious transition,” Trump said Saturday at a press conference at his Mar-a-Lago estate in Florida. “So we don’t want to be involved with having somebody else get in, and we have the same situation that we had for the last long period of years.” Trump said the US administration of Venezuela would include deploying US oil companies to the country, though indicated that his embargo “on all Venezuelan oil remains in full effect” and that US forces would stay on alert. Bloomberg's Joe Mathieu and Christina Ruffini speak with:  Rep. Brad Schneider (D-Illinois) Justin Logan, director of defense and foreign policy studies at the Cato Institute. Jeanne Sheehan Zaino, Democracy Visiting Fellow at Harvard Kennedy School's Ash Center and Bloomberg Politics Contributor & Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist See omnystudio.com/listener for privacy information.

Transcribed - Published: 3 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Wednesday, December 31st, 2025 Featuring: 1) Kristina Hooper, Chief Market Strategist at Man Group, on why gold remains a key hedge in a slowing economy and uncertain policy cycle. 2) Ian Wyatt, Chief Economist at Huntington Bank, on why inflation remains sticky despite moderating growth. 3) Eric Sterner, Chief Investment Officer at Apollon Wealth Management, examines how Fed changes and fiscal risks could shape 2026 market performance. 4) Lisa Sturtevant, Chief Economist at Bright MLS, discusses why 2026 will be a transition year for housing.See omnystudio.com/listener for privacy information.

Transcribed - Published: 3 January 2026

Geoffrey Yu, Senior Market Strategist at BNY  Dana Peterson, Chief Economist at The Conference Board  Andrew Bishop, Global Head of Policy Research at Signum Global  Dan Ives, Global Head of Tech Research at Wedbush Securities  Geoffrey Yu, Senior Market Strategist at BNY, discusses why growth still has room to run in 2026. Dana Peterson, Chief Economist at The Conference Board, weighs in on whether we will get a clear picture of the US economy post-government shutdown. Andrew Bishop, Global Head of Policy Research at Signum Global, reacts to President Trump’s pledge to rescue Iranian protestors. Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses his top AI stock calls for the year ahead. See omnystudio.com/listener for privacy information.

Transcribed - Published: 2 January 2026

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Isabelle Lee Friday, January 2nd, 2026 Featuring: 1) Bret Kenwell, US Investment and Options Strategist at eToro, on how a supportive Fed and contained inflation keep equities positioned for gains. 2) Russell Price, Chief Economist at Ameriprise Financial, examines why the labor market remains the key risk to the American economy in the year ahead. 3) Adam Turnquist, Chief Technical Strategist at LPL Financial, talks about the potential for a commodities supercycle driven by AI and infrastructure. 4) Jack McIntyre, Portfolio Manager at Brandywine Global Investment Management, on the appeal of global and Latin American debt amid a weaker dollar.See omnystudio.com/listener for privacy information.

Transcribed - Published: 2 January 2026

Michael Purves, CEO at Tallbacken Capital Advisors  Michael Reid, Senior US Economist at RBC  George Pollack, Senior US Policy Analyst at Signum Global  Barbara Doran, CEO & CIO at BD8 Capital  Michael Purves, CEO at Tallbacken Capital Advisors, discusses the risks of AI capex spending not paying off. Michael Reid, Senior US Economist at RBC, looks at the state of the American economy heading into 2026. George Pollack, Senior US Policy Analyst at Signum Global, weighs in on the expiration of Covid-era healthcare subsidies. Barbara Doran, CEO & CIO at BD8 Capital, gives her market outlook for the year ahead. See omnystudio.com/listener for privacy information.

Transcribed - Published: 31 December 2025

Mark Cabana, Head of US Rates Strategy at BofA Global Research  Constance Hunter, Chief Economist at Economist Intelligence Unit  Dana D’Auria, Co-CIO & Group President at Envestnet  Nicole Bachaud, Labor Economist at ZipRecruiter  Mark Cabana, Head of US Rates Strategy at BofA Global Research, examines the state of Fed monetary policy entering 2026. Constance Hunter, Chief Economist at Economist Intelligence Unit, on why she projects a bumpy road ahead for the US economy. Dana D’Auria, Co-CIO & Group President at Envestnet, discusses the recent bout of year-end weakness in mega-cap tech stocks. Nicole Bachaud, Labor Economist at ZipRecruiter, shares her outlook for the US labor market in the year ahead.See omnystudio.com/listener for privacy information.

Transcribed - Published: 30 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Tuesday, December 30th, 2025 Featuring: 1) Dan Ives, Global Head of Tech Research at Wedbush Securities, shares his top AI plays for 2026. 2) Patrick Murphy, Executive Director of Geopolitical Advisors at Hilco Global, examines how geopolitics has become a core pricing mechanism in markets. 3) Alonso Munoz, Chief Investment Officer at Hamilton Capital Partners, discusses why the bull rally still has room to run in the year ahead. 4) Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, reflects on the first year of President Trump's second term.See omnystudio.com/listener for privacy information.

Transcribed - Published: 30 December 2025

Cameron Dawson, Chief Investment Officer at NewEdge Wealth  Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes  Veronica Clark, Director of Citi Research at Citigroup Global Markets  Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group  Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses why valuation support has largely run its course. Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes, examines the impact Fed independence will have on markets in 2026. Veronica Clark, Director of Citi Research at Citigroup Global Markets, shares her expectations for the labor market in the year ahead. Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins to recap retail sector performance with 2025 drawing to a close.See omnystudio.com/listener for privacy information.

Transcribed - Published: 29 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Monday, December 29th, 2025 Featuring: 1) Jay Hatfield, CEO at Infrastructure Capital Management, discusses why AI and Fed cuts will continue to support markets in 2026. 2) Joy Yang, Head of Index Product Management at MarketVector Indexes, examines the risks markets may be ignoring heading in the year ahead. 3) Chris Kampitsis, Managing Partner at Barnum Financial Group, shares his investing strategies with markets trading near record highs. 4) Vanessa McMichael, Head of Corporate & Public Entity Strategy at Wells Fargo, discusses front end volatility and yield opportunities.See omnystudio.com/listener for privacy information.

Transcribed - Published: 29 December 2025

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments  Erin McLaughlin, Senior Economist at The Conference Board  Ed Mills, Washington Policy Analyst at Raymond James  George Goncalves, Head of US Macro Strategy at MUFG Americas  Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, on the high bar for equities in 2026. Erin McLaughlin, Senior Economist at The Conference Board, discusses the state of US consumer confidence. Ed Mills, Washington Policy Analyst at Raymond James, reacts to Ukrainian President Volodymyr Zelenskiy’s planned talks with President Trump in the days ahead. George Goncalves, Head of US Macro Strategy at MUFG Americas, examines the top risks to markets heading into the new year. See omnystudio.com/listener for privacy information.

Transcribed - Published: 26 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, December 26th, 2025 Featuring: 1) David Sherman, CIO at CrossingBridge Advisors, discusses investing discipline and opportunities outside of the US heading into 2026.2) Bill Adams, Chief Economist at Comerica Bank, discusses why economic growth may broaden in 2026.3) Julia Wilson, Principal, Advisory Strategy at KPMG US, examines the state of the US consumer with holiday shopping season drawing to a close. 4) Scott Sperling, CEO of THL Partners, discusses the acceleration of M&A activity heading into 2026.See omnystudio.com/listener for privacy information.

Transcribed - Published: 26 December 2025

Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist  Cameron Dawson, Chief Investment Officer at NewEdge Wealth  Terry Haines, Founder at Pangaea Policy  Michael O’Rourke, Chief Market Strategist at JonesTrading  Stephanie Roth, Chief Economist at Wolfe Research, and Michael Ball, Bloomberg News Macro Strategist, join for reaction to Wednesday’s US jobless claims data. Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares her year-ahead market outlook as 2025 draws to a close. Terry Haines, Founder at Pangaea Policy, discusses the Supreme Court’s ruling in favor of a $100,000 fee for H1B visa applicants. Michael O’Rourke, Chief Market Strategist at JonesTrading, shares why he believes the market is currently in bubble territory. See omnystudio.com/listener for privacy information.

Transcribed - Published: 24 December 2025

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Wednesday, December 24th, 2025 Featuring: 1) Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, on why market volatility may persist despite solid economic growth.2) Nicole Larson, National Manager of Retail Research at Colliers, on what holiday trends signal for consumer spending in 2026.3) Peter Tchir, Head of Macro Strategy at Academy Securities, discusses AI driven market volatility and how productivity gains could reshape markets. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Washington Post reporting on a study examining how abandoning homeownership may be changing how people behave at work and home, and a Wall Street Journal story on smaller airports and their fan base.See omnystudio.com/listener for privacy information.

Transcribed - Published: 24 December 2025

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Tradition's Steven Major and Jim Caron of Morgan Stanley. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Transcribed - Published: 23 December 2025

Vincent Reinhart, Chief Economist at BNY  Dan Skelly, Managing Director at Morgan Stanley Wealth Management  Mona Mahajan, Head of Investment Strategy at Edward Jones  Peter Supino, Senior Analyst at Wolfe Research  Vincent Reinhart, Chief Economist at BNY, reacts to Tuesday’s US GDP print. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, shares why the outlook for 2026 remains constructive. Mona Mahajan, Head of Investment Strategy at Edward Jones, discusses her bullish outlook for equities in the year ahead. Peter Supino, Senior Analyst at Wolfe Research, gives his insights on what an improved bid from Paramount Skydance could mean for its chances to acquire Warner Bros. Discovery. See omnystudio.com/listener for privacy information.

Transcribed - Published: 23 December 2025