Bloomberg Surveillance

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.

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.

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 Mana...

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...

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 secon...

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...

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 lat...

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 tren...

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 Manage...

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.

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 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 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 bigges...

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 See omnystudio.com/listener for privacy information.

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  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 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) Ra...

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 Techno...

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 Confe...

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.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

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. Sai...

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 financ...

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature our conversations with Bank of Nassau’s Win Thin & Mandeep Singh of Bloomberg Intelligence.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF See omnystudio.com/listener for privacy information.

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth  Frances Donald, Chief Economist at RBC  Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI  Libby Cantrill, Managing Director and Head of Public Policy at PIMCO  Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares why she’s expecting a market rally into...

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF . Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Wednesday, November 19th, 2025 Featuring: 1) Carol Schleif, Chief Market Strategist at BMO Private Wealth, examines whether markets can sustain momentum amid volatility and fiscal uncertainty. 2) Win Thin, Chief Economist at Bank of Nassau, discusses policy divergence...