Bloomberg Surveillance

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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Featuring: 

• Christian Notling, Deutsche Bank Global Chief Investment Officer
• Rep. Patrick McHenry, former chair of the House Financial Services Committee
• Geetha Ranganathan, Bloomberg Intelligence media analyst
• Robert Fishman, Moffettnathanson Senior analyst

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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
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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Featuring: 

• Doug Burgam, US Secretary of the Interior
• Kate Moore, Chief Investment Officer, Citi Wealth
• Constance Hunter, Chief Economist, Economist Intelligence

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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
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 value of the deal is about $82.7 billion.

2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how rate cut expectations are lifting small and mid cap stocks more than big tech.

3) Felix Gillette, Bloomberg News Media & Telecom Reporter, joins to provide more analysis on the Netflix-WBD deal.

4) Barbara Reinhard, CIO of Multi Asset Strategies & Solutions at Voya Investment Management, on equities stabilizing as investors weigh rate cuts and BOJ contagion risks.

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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 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

See omnystudio.com/listener for privacy information.