Bloomberg Surveillance

Featuring: 

• Peter Tchir, Head of Macro Strategy, Academy Securities
• Ed Al-Hussainy, Columbia Threadneedle Portfolio Manager:Fixed Income
• Kelly Ann Shaw, Akin Gump Strauss Hauer Mng Dir/Head:Global Multi-Asset Strategy

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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 November 25th, 2025
Featuring:
1) Elizabeth Economy, Hoover Institution At Stanford University Hargrove Senior Fellow, discusses China's long game with with US relations
2) Chris Whalen, Whalen Global Advisors Founder and Chairman, discusses the World's biggest banks and bitcoin
3) Wendy Schiller, Professor of Political Science at Brown University, discusses the latest headlines out of Washington D.C.
4) isa Mateo joins with the latest headlines in newspapers across the US, including tiny apartments in NYC and mastering the art of Thanksgiving dinner.

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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 Lori Calvasina of RBC and Bloomberg Intelligence's Mike McGlone

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Featuring:

• Howard Lutnick, United States Secretary of Commerce
• Neil Dutta, Renaissance Macro Partner/Head:US Economic Research
• Morgan Stanley Chief US Equity Strategy Mike Wilson 

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday November 24th, 2025

Featuring:
1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, on when the market pullback will run its course
2) Mike McGlone, Bloomberg Intelligence Senior Commodity Analyst, on the crypto crash and what comes next.
3) RaeAnn Mitrione, Partner at Callan Family Office, how tech is impacting the equity market
4) Anurag Rana, Senior Technology Analyst at Bloomberg Intelligence, on AIs impact on Silicon Valley

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• Stephen Miran, Federal Reserve Governor 
• Gil Luria, Head of Technology Research at DA Davidson 
• Claudia Sahm, Chief Economist at New Century Advisors 
• Ulrike Hoffman-Burchardi, CIO of Global Equities at UBS Global Wealth Management 

Federal Reserve Governor Stephen Miran discusses why recent economic data should push policymakers in a dovish direction. Gil Luria, Head of Technology Research at DA Davidson, explains why he’s remaining bullish on Nvidia. Claudia Sahm, Chief Economist at New Century Advisors, on the growing divide between Fed policymakers. Ulrike Hoffman-Burchardi, CIO of Global Equities at UBS Global Wealth Management, gives her assessment of recent market volatility.

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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
Friday, November 21th, 2025

Featuring:
1) Cameron Dawson, CIO at NewEdge Wealth, reacts to recent market volatility and explains why the Fed faces a “choose your own adventure” policy dilemma.
2) Yelena Shulyatyeva, Senior Economist at the Conference Board, on the lessons learned from Thursday's September US jobs report.
3) Jeff Krumpelman, Chief Investment Strategist & Head of Equities at Mariner Wealth Advisors, explains why elevated valuations remain justified by today’s fundamentals.
4) Rich Hill, Global Head of Real Estate Strategy & Research at Principal Asset Management, discusses how global real estate markets are stabilizing as monetary easing takes hold.

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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 Payden & Rygel’s Jeffrey Cleveland & former World Bank President David Malpass. 

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• Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management 
• Nela Richardson, Chief Economist at ADP 
• Saira Malik, Chief Investment Officer at Nuveen 
• Angelo Zino, Senior Equity Analyst at CFRA 

Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management and Nela Richardson, Chief Economist at ADP, react to the long-awaited September jobs report. Saira Malik, Chief Investment Officer at Nuveen, shares her outlook for the Fed’s path ahead following Thursday’s read on the labor market. Angelo Zino, Senior Equity Analyst at CFRA, gives his perspective on the tech sector after strong earnings from Nvidia quelled investor fears over an AI bubble.

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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, November 20th, 2025

Featuring:
1) Jeffrey Cleveland, Director and Chief Economist at Payden & Rygel, reacts to the September US jobs report.
2) David Malpass, former President at the World Bank, on why cautious rate cuts may backfire by tightening financial conditions and slowing growth.
3) Marta Norton, Chief Investment Strategist at Empower, on how Nvidia’s results reaffirm AI demand and stabilize markets amid volatility.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the first round of bids for Warner Bros. Discovery expected today, and a Wall Street Journal piece on the 10 'subtle signs' that you are ready to retire.

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