Bloomberg Surveillance

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.

See omnystudio.com/listener for privacy information.

• 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.

See omnystudio.com/listener for privacy information.

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.

See omnystudio.com/listener for privacy information.

• 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.

See omnystudio.com/listener for privacy information.

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.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Friday, November 28th, 2025

Featuring:
1) Max Kettner, Chief Multi-Asset Strategist at HSBC, explains why Q4 earnings expectations are at their lowest and what it means for markets.
2) Steve Sadove, former Chairman and CEO of Saks Inc., talks about holiday retail trends with 4 percent sales growth and strong inventory management.
3) Jeffrey Roach, Chief Economist at LPL Financial, examines how policy easing and tax refunds may provide economic tailwinds into next year.
4) Jordan Rochester, Head of FICC Strategy: EMEA at Mizuho, breaks down why the market is skeptical of long-term UK borrowing forecasts and leadership stability.

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 our conversation with Andrew Slimmon of Morgan Stanley Investment Management

See omnystudio.com/listener for privacy information.

Featuring: 

• Amy Wu Silverman, Head of Derivatives Strategy for RBC
• Wendy Schiller, professor at Brown University
• Barbara Doran, BD8 Capital Partners CEO/CIO

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
Wednesday November 26th, 2025
Featuring:
1) Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses the AI Revolution
2) Tiffany Yeh, Boston Consulting Group Managing Director, previews Black Friday
3) Andrew Slimmon of Morgan Stanley Investment Management discusses markets
4) Stephany Chen, Senior Vice President at Trinity Investments, on the Holiday travel season

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 our conversation with Elizabeth Economy, Hargrove Senior Fellow at Stanford University's Hoover Institution

See omnystudio.com/listener for privacy information.