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Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous
Tuesday, December 30th, 2025

Featuring:
1) Dan Ives, Global Head of Tech Research at Wedbush Securities, shares his top AI plays for 2026.

2) Patrick Murphy, Executive Director of Geopolitical Advisors at Hilco Global, examines how geopolitics has become a core pricing mechanism in markets.

3) Alonso Munoz, Chief Investment Officer at Hamilton Capital Partners, discusses why the bull rally still has room to run in the year ahead.

4) Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, reflects on the first year of President Trump's second term.

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