Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, January 21st, 2026

Featuring:
1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI

2) Jonathan Maxwell, Co-Founder & CEO at Sustainable Development Capital

3) Dana Telsey, CEO & Chief Research Officer at Telsey Advisory Group

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News report on colleges deploying AI in their admissions process.

See omnystudio.com/listener for privacy information.

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. 

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See omnystudio.com/listener for privacy information.

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

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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

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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 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

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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

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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, 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.

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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 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.

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

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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.