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(4302)

Bloomberg Surveillance TV: December 1st, 2025

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Bloomberg Surveillance TV: November 26th, 2025

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26 Nov 202521min

Artificial Intelligence Valuations and Previewing Black Friday

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday November 26th, 2025Featuring:1) Dan Ives, Global Head of Tech Res...

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Single Best Idea with Tom Keene: Elizabeth Economy

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25 Nov 20253min

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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 Mu...

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