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.

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, Senior Fellow for Geoeconomics at the Council on Foreign Relations, gives her thoughts on the state of Russia-Ukraine negotiations.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on how tired Americans are spending more to avoid doing chores, and how sales of Manhattan luxury homes have surged following the election of Zohran Mamdani.

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Featuring: 

• Binky Chadha, Chief Global Strategist, Deutsche Bank
• Sonal Desai, Fixed Income CIO, Franklin Templeton
• Angelo Zino, Head:Technology, CFRA

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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.

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

See omnystudio.com/listener for privacy information.

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

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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, 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 and the BOE’s push to unlock credit creation.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Waymo's self-driving cars suddenly behaving like New York cabbies, and New York Post reporting on the opening of a new luxury club in Midtown Manhattan.

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• 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 and mid-cap stocks. Matt Shay, President of the National Retail Federation, shares his insights into the state of the US consumer with holiday shopping season in full swing.

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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 Officer at NewEdge Wealth, discusses how light institutional positioning and rising earnings revisions set up a potential Santa rally.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on Chipotle looking to push back against "slop bowl fatigue", and employers using bonus pools and cash awards to get workers using AI.

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• 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 Black Friday spending says about the state of the US consumer.

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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) 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 the latest headlines in newspapers across the US, including Bloomberg News reporting on the a strong holiday weekend at the box office for Disney's Zootopia 2, and a Wall Street Journal story on how DNA matches on sites like 23andMe are leading states to reconsider estate laws.

See omnystudio.com/listener for privacy information.