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 Renaissance Macro’s Neil Dutta & Claudia Sahm of New Century Advisors. 

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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...

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. 

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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...

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. 

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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...

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. 

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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, explai...

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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...

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.

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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...

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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...

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 lo...

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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...

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 Tec...

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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...

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.

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...

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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...

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...

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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...

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 Americ...

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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...

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’...

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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 t...

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.

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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 it...

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 23rd, 2025

Featuring:
1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors.

2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery.

3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Churchill Asset Management, discusses how a lower rate environment may support private credit activity.

4) Lisa Mateo joins with...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with JPMorgan’s David Kelly & Lori Calvasina of RBC Capital Markets. 

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Federal Reserve Governor Stephen Miran  Neil Dutta, Head of US Economic Research at Renaissance Macro Research Marvin Loh, Senior Strategist: Global Macro at State Street  Patrick McHenry, Former Chair of the House Financial Services Committee 

Federal Reserve Governor Stephen Miran joins for an extended conversation on the outlook for monetary policy heading into 2026. Neil Dutta, Head of US Economic Research at Renaissance Macro, joins Governor Miran with more analysis on the view of the American economy. Marvin Loh, Senior Strategist: Global Macro at State Street, breaks down the catalysts he sees driving markets as the year draws to a clo...

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, December 22nd, 2025

Featuring:
1) David Kelly, Chief Global Strategist at JPMorgan Asset Management, discusses the uneven K-shaped recovery shaping the US economy in 2026.2) George Bory, Chief Investment Strategist for Fixed Income at Allspring Global Investments, examines how diverging central bank policy supports bond portfolio diversification.3) Michael Purves, Founder and CEO at Tallbacken Capital Advisors, discusses why equity upside may be limited despite a supportive backdrop.
4) Lisa Mateo joins with the latest headlines...

US Trade Representative Jamieson Greer  Ohsung Kwon, Chief Equity Strategist, Wells Fargo  Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations  Anastasia Amoroso, Chief Investment Strategist, Private Wealth, Partners Group 

US Trade Representative Jamieson Greer joins to talk USMCA, China, and TikTok’s agreement to launch a new US venture. Ohsung Kwon, Chief Equity Strategist at Wells Fargo, discusses his bullish forecast for 2026. Heidi Crebo-Rediker, Senior Fellow at the Council on Foreign Relations, discusses the European Union’s deal to fund a 90 billion euro loan to Ukraine. Anastasia Amoroso, Chief Investment Strategist, Private Wealth at Partners Group, shares why she...

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Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Friday, December 19th, 2025

Featuring:
1) Alicia Levine, Head of Investment Strategy at BNY Wealth, on why the 2026 market is poised for gains despite volatility.

2) Win Thin, Chief Economist at Bank of Nassau, discusses the potential for USD-JPY to decline on monetary policy divergence.

3) Katy Kaminski, Chief Research Strategist at AlphaSimplex, examines how rate cut hopes and tech uncertainty are shaping equity market swings.

4) Lisa Mateo joins with the...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversation with Anna Wong, Chief US Economist for Bloomberg Economics. 

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, December 18th, 2025

Featuring:
1) Stephanie Roth, Chief Economist at Wolfe Research, reacts to the November US CPI report.2) Emily Roland, Co-Chief Investment Strategist at Manulife John Hancock Investments, on why AI and macro tailwinds support a bullish outlook for US equities into 2026.3) Dan Ives, Global Head of Tech Research at Wedbush Securities, reacts to Trump Media & Technology Group's announced merger with TAE Technologies.4) Lisa Mateo joins with the latest headlines in newspapers across...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Federated’s Steve Auth & Dean Curnutt of Macro Risk Advisors. 

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, December 17th, 2025

Featuring:
1) Steve Auth, Executive Vice President & CIO of Equities at Federated Hermes, discusses whether the AI boom signals a dangerous market bubble.

2) Eric Winograd, Chief US Economist at AllianceBernstein, on what the latest jobs data means for Federal Reserve rate policy in 2026.

3) Stephen Kim, Head of Housing Research at Evercore ISI, discusses why household formation is falling short of expectations.

4) Lisa Mateo joins with...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature our conversations with Rosenberg Research founder David Rosenberg & Martha Gimbel of the Yale Budget Lab.

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Frances Donald, Chief Economist at RBC  Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income  Terry Haines, Founder at Pangaea Policy  Elyas Galou, Senior Investment Strategist at BofA Securities  Lucy Baldwin, Global Head of Research at Citi 

Frances Donald, Chief Economist at RBC, and Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income, react to the November US jobs report. Terry Haines, Founder at Pangaea Policy, looks at the state of healthcare negotiations in Washington. Elyas Galou, Senior Investment Strategist at BofA Securities, shares the findings of Bank of America’s December global fund managers survey...

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 16th, 2025

Featuring:
1) Jeffrey Cleveland, Director & Chief Economist at Payden & Rygel, joins us with his assessment of the November US jobs report and what it means for monetary policy going forward.2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, discusses the shift toward value stocks as profits accelerate into 2026.3) Martha Gimbel, Executive Director of the Yale Budget Lab, explains why AI is not yet a major factor in US employment...

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners  Pooja Sriram, Vice President of US Economic Research at Barclays  Keith Lerner, Co-CIO and Chief Market Strategist at Truist 

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he’s unsure if his economic policies will lead to Republican wins in next year’s midterm election. Pooja Sriram, Vice Pr...

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, December 15th, 2025

Featuring:
1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, gives her perspective on markets heading into 2026.

2) Alessio de Longis, Head of Investments and Multi-Asset Senior Portfolio Manager at Invesco, explains why value cyclicals and small and mid caps are better positioned in a broadening global expansion.

3) Campbell Harvey, Professor of Finance at Duke Business School, discusses why today’s equity market differs fundamentally from 2000 due to de...

Peter Tchir, Head of Macro Strategy at Academy Securities  Yelena Shulyatyeva, Senior US Economist at The Conference Board  Jason Bazinet, Global Head of Media and Entertainment at Citi  Liz Ann Sonders, Chief Investment Strategist at Charles Schwab 

Peter Tchir, Head of Macro Strategy at Academy Securities, breaks down the latest market action with global stocks as a selloff in technology shares dragged global gauges from the brink of record highs. Yelena Shulyatyeva, Senior US Economist at The Conference Board, gives her outlook for upcoming year-end US eco data. Jason Bazinet, Global Head of Media and Entertainment at Citi, joins to d...

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Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Friday, December 12th, 2025

Featuring:
1) Ross Mayfield, Investment Strategist at Baird, discusses the case for diversifying internationally as earnings improve and global equities remain under owned.2) Priya Misra, Core Plus Bond ETF Portfolio Manager at JPMorgan Asset Management, discusses tight but justified credit spreads and the need for careful sector and balance sheet analysis.3) Sameer Singh, Co-Head of M&A North America at Citi, shares his 2026 outlook for the M&A space.
4) Lisa...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. 

In this episode, we feature our conversations with Goldman Sachs’ Robert Kaplan & Anna Wong of Bloomberg Economics. 

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Thursday, December 11th, 2025

Featuring:
1) Robert Kaplan, Vice Chairman at Goldman Sachs, on the Federal Reserve's policy path into 2026 following Wednesday's rate cut.
2) Alexis Crow, Partner & Chief Economist at PwC US, discusses how the American economy has shifted from a K-shape to a "Pac-Man" pattern.
3) Iain Stealey, International CIO for Fixed Income at JPMorgan Asset Management, explains why strong demand for high quality fixed income supports owning duration.
4) Lisa Mateo joins...

Bloomberg's Tom Keene and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. 

Federal Reserve officials delivered a third consecutive interest-rate reduction and maintained their outlook for just one cut in 2026.

The Federal Open Market Committee voted 9-3 Wednesday to lower the benchmark federal funds rate by a quarter point to a range of 3.5%-3.75%. It also subtly altered the wording of its statement suggesting greater uncertainty about when it might cut rates again.

Speaking to reporters after the m...

Bloomberg's Tom Keene and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature our conversations with Frances Donald and Robert Fishman

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 10th, 2025

Featuring:
1) Frances Donald, Chief Economist at RBC, previews the Fed decision2) Robert Fishman, Moffettnathanson Senior Analyst, on WBD/Amazon/Paramount3) Amanda Agati, Chief Investment Officer of Asset Management at PNC Bank, on markets4) Lisa Mateo with a look at front page headlines across the country

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 9th, 2025

Featuring:
1) Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management2) Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors3) Lionel Laurent, Bloomberg Opinion Columnist4) Lisa Mateo with a look at front page headlines across the country

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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature our conversations with Bloomberg Intelligence analyst, Geetha Ranganathan

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, December 8th, 2025

Featuring:
1) Amanda Lynam, Head of Macro Credit Research at Blackrock

2) Geetha Ranganathan, Bloomberg Intelligence media analyst\

3) Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments

4) Anastasia Amoroso, Chief Investment Strategist at Partners Group

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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 receive $27.75 a share in cash and stock in Netflix. The total equity value of the deal is $72 billion, while the enterprise valu...

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.

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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, Senior Fellow for Geoeconomics at the Council on Foreign Relations, gives her thoughts on the state of Russia-Ukraine...

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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.

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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 have reshaped the true poverty line.
3) Huw van Steenis, Vice Chair at Oliver Wyman, discusses UK banks passing harsh stress tests...

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 meeting and the path ahead for monetary policy into 2026. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how rate cut optimism is carrying over into small a...

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Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Tuesday, December 2st, 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 Officer at NewEdge Wealth, discusses how light institutional positioning and rising earnings revisions set up a potential Santa rally.
4) Lisa Mateo joins...

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 Macro Credit Research at BlackRock, shares her outlook for the private credit space. Republican Senator Bill Cassidy of Louisiana joins for an extended discussion on what...

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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) Brian Levitt, Chief Global Market Strategist at Invesco, discusses why private credit remains attractive amid stable inflation and easing policy.
4) Lisa Mateo joins with...

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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 LPL Financial, examines how policy easing and tax refunds may provide economic tailwinds into next year.
4) Jordan...

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

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Featuring: 

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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 Holiday travel season

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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

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Featuring: 

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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 the latest headlines out of Washington D.C.
4) isa Mateo joins with the latest headlines in newspapers across the US, including tiny apartments in...

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

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Featuring:

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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 Rana, Senior Technology Analyst at Bloomberg Intelligence, on AIs impact on Silicon Valley

See...

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 Advisors, on the growing divide between Fed policymakers. Ulrike Hoffman-Burchardi, CIO of Global Equities at UBS Global Wealth Management, gives her assessment of recent market volati...

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 Investment Strategist & Head of Equities at Mariner Wealth Advisors, explains why elevated valuations remain justified by today’s fundamentals.
4) Rich Hill, Global...

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

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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 labor market. Angelo Zino, Senior Equity Analyst at CFRA, gives his perspective on the tech sector after strong earnings from Nvidia quelled investor fears ov...

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 Nvidia’s results reaffirm AI demand and stabilize markets amid volatility.
4) Lisa Mateo joins with the latest headlines in ne...

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. 

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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 Equity & Quantitative Strategist at Evercore ISI, explains what factors he sees driving a market shift. Libby Cantrill, Managing Director and Head of Public Policy a...

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 the Municipal Bond Team at Goldman Sachs, on why heavy issuance and a steeper curve are making the 10–20-year muni space co...

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

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Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management  Stephanie Roth, Chief Economist at Wolfe Research  Kay Herr, CIO: US GFICC at JPMorgan Asset Management  Rep. French Hill, Chairman of the House Financial Services Committee 

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, discusses whether the resilient US consumer can sustain growth as credit stress mounts. Stephanie Roth, Chief Economist at Wolfe Research, gives her assessment of the US economy ahead of Thursday’s jobs report. Kay Herr, CIO: US GFICC at JPMorgan Asset Management, discusses the Fed’s hawkish tone and how limited data may shape th...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, November 18th, 2025

Featuring:
1) Stuart Kaiser, Head of US Equity Trading Strategy at Citi, examines the pullback in retail and tech as investors brace for volatility around Fed policy.
2) Angela Stent, Senior Fellow at the American Enterprise Institute, discusses proposed Senate legislation to sanction Russia's trading partners and President Trump's White House meeting with Saudi Arabia's Crown Prince Mohammed bin Salman.
3) Randy Schwimmer, Vice Chair & Chief Investment at Churchill Asset Management...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature our conversations with Henrietta Treyz of Veda Partners & Citi's Ron Josey.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

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Torsten Slok, Chief Economist at Apollo Global Management  Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods  Terry Haines, Founder at Pangaea Policy  Stephen Parker, Co-Head of Global Investment Strategy at JPMorgan Private Bank 

Torsten Slok, Chief Economist at Apollo Global Management, shares his expectations for the first official post-shutdown US economic data due Thursday. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, on what Nvidia’s earnings will mean for the broader tech sector. Terry Haines, Founder at Pangaea Policy, discusses President Trump’s willingness to back proposed Senate legislation to sanction countries doing business with Russia. Stephen...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, November 17th, 2025

Featuring:
1) Michael Purves, CEO at Tallbacken Capital Advisors, discusses deepening labor market divides and slowing wage growth across income levels.
2) Glenn Hubbard, Dean Emeritus at Columbia Business School, discusses the impact of artificial intelligence and Fed independence on the US economy.
3) Sir Howard Stringer, Former Non-Executive Director on BBC's Board of Directors and Former Chairman of Sony, on President Trump's brewing legal battle with the BBC.
4) Lisa...

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments  Bill Beach, Former Bureau of Labor Statistics Commissioner  Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management and President of Wells Fargo Investment Institute 

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, explains why she’s warning clients not to chase the market. Bill Beach, Former Bureau of Labor Statistics Commissioner, discusses what may come alongside the return of official US economic data. Kelly Ann Shaw, Partner at Akin Gump Strauss Hauer & Feld LLP, reacts to the White House...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Friday, November 14th, 2025

Featuring:
1) Seema Shah, Chief Global Strategist at Principal Asset Management, discusses market uncertainty and economic divides in a data scarce environment.

2) Francisco Blanch, Head of Global Commodities and Derivatives Research at Bank of America Securities, highlights how mean reversion and carry themes defining year end strategy.

3) Hessam Nadji, CEO of Marcus & Millichap, discusses retail real estate resurgence and investor optimism heading into 2026.

4) Lisa Mateo...