Bloomberg Surveillance TV: December 2nd, 2025

Bloomberg Surveillance TV: December 2nd, 2025

  • 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.

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Jacobsen: People should still save for retirement

Jacobsen: People should still save for retirement

Well Fargo's Brian Jacobsen discusses retirement planning with low interests rates and if you are behind you should invest more. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.Se...

2 Touko 201620min

Steel: The Gold decline last year were predicated on rate rises

Steel: The Gold decline last year were predicated on rate rises

HSBC Securities James Steel discusses the supply and demand for Gold and it's sustainability. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priva...

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Ryan: Inventory being weighed down will effect production

Ryan: Inventory being weighed down will effect production

Deutsche Bank's Brett Ryan discusses how the Dollar is still up from a couple of years ago and manufacturing inventory over hang in the U.S.See omnystudio.com/listener for privacy information.

2 Touko 201622min

Miller: It's an ongoing reality that Puerto Rico can't pay debt

Miller: It's an ongoing reality that Puerto Rico can't pay debt

Nuveen Investments John Miller disusses Puerto Rico's money owed and how their default will effect their banking system. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...

2 Touko 201620min

Kass: Berkshire Hathaway meeting preview

Kass: Berkshire Hathaway meeting preview

Professor David Kass discusses the upcomming Berkshire Hathaway meeting in Omaha Nebraska. He speaks with David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Dobbs: Longer term trends link better with global economy

Dobbs: Longer term trends link better with global economy

McKinsey & Co's Richard Dobbs discusses why investors need to lower their expectations. He speaks with David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Baier: Politics are going overboard

Baier: Politics are going overboard

Fox News' Bret Baier talks about the current state of the elections. He speaks to Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Mortimer-Lee: Wages are not picking up that much

Mortimer-Lee: Wages are not picking up that much

BNP Paribas' Paul Mortimer-Lee says core numbers are important for the FED. He speaks with Michael McKee and David Gura on Bloomberg surveillance.See omnystudio.com/listener for privacy information.

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