Bloomberg Surveillance

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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.

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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See omnystudio.com/listener for privacy information.

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.

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.

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.

Featuring: 

• Stephen Miran, Federal Reserve Governor
• Seema Shah, Chief Global Strategist, Principal Asset Management
• Jim Zelter, President, Apollo Global Management

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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
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.

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.

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

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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, 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.