Retreat From Risk Assets Fades

Retreat From Risk Assets Fades

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.

Episoder(4332)

Markets, Earnings and a Ceasefire

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Single Best Idea with Tom Keene: Michael Nathanson

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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 conversations with Michael Nathanson Watch Tom and Paul LIVE every day o...

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Bloomberg Surveillance TV: January 16, 2025

Bloomberg Surveillance TV: January 16, 2025

-David Lebovitz, VP - Global Market Strategist, JP Morgan Asset Management-Rich Clarida, PIMCO Global Economic Advisor / Former Federal Reserve Vice Chairman-Frances Donald, Chief Economist, RBC David...

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Markets Impacted by Earnings and Geopolitics

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyJanuary 16th, 2025Featuring: Cam Dawson, CIO at NewEdge Wealth Michael Nat...

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Single Best Idea with Tom Keene: Michael Darda  & Peter Tchir

Single Best Idea with Tom Keene: Michael Darda & Peter Tchir

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Michael Darda & Peter Tchir. Watch Tom and Paul LIVE ...

15 Jan 20255min

Bloomberg Surveillance TV: January 15, 2025

Bloomberg Surveillance TV: January 15, 2025

- Ken Leon, Director of Equity Research at CFRA Research- Jen Flitton, Head: US Government Affairs at Invesco- David Kelly, Chief Global Strategist at JPMorgan Asset Management- Aditya Bhave, Senior U...

15 Jan 202526min

Reaction to CPI and Bank Earnings

Reaction to CPI and Bank Earnings

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & David Gura January 15th, 2025Featuring: Neil Dutta, Partner and Head of US Economic Re...

15 Jan 202538min

Senate Confirmation Hearings

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025Featuring:Terry Haines, Founder at P...

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