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 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, explains why middle-market private equity is the best growth opportunity outside mega-cap tech.

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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 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.

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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 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.

• 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.

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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, 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.

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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

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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

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.

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• 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.

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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.

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