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(4293)

Bloomberg Surveillance TV: January 27th, 2026

Bloomberg Surveillance TV: January 27th, 2026

Featuring: Henrietta Treyz, Veda Partners Co-Founder Mary Barra, General Motors Chair & CEO Esther George, Former President & CEO of the Federal Reserve Bank of Kansas City See omnystudio.com/listene...

27 Jan 24min

Tech Leads Charge Ahead of FOMC Meeting

Tech Leads Charge Ahead of FOMC Meeting

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27 Jan 27min

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Single Best Idea with Tom Keene: Brian Belski & Patrick McHenry

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Humilis Investment Strategies' Brian Belski & former H...

26 Jan 4min

Bloomberg Surveillance TV: January 26th, 2026

Bloomberg Surveillance TV: January 26th, 2026

Featuring: Michael Darda, Managing Director and Chief Economist at Roth Capital Partners Savanthi Syth, Managing Director: Airlines & Advanced Air Mobility at Raymond James Amy Gower, Head of Metals ...

26 Jan 14min

The Fed's Path Ahead & Minnesota ICE Shooting Fallout

The Fed's Path Ahead & Minnesota ICE Shooting Fallout

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, January 26th, 2026Featuring:1) Seth Carpenter, Global Head of Macro...

26 Jan 27min

Single Best Idea with Tom Keene: Chris Whalen & Joe Quinlan

Single Best Idea with Tom Keene: Chris Whalen & Joe Quinlan

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Chris Whalen & Joe Quinlan.Watch Tom and Paul LIVE eve...

23 Jan 2min

Bloomberg Surveillance TV: January 23rd, 2026

Bloomberg Surveillance TV: January 23rd, 2026

Featuring: Terry Haines, Founder of Pangaea Policy Frank Lee, Global Head: Technology Hardware & Semiconductor Research at HSBC Duncan Edwards, CEO of British American Business See omnystudio.com/lis...

23 Jan 24min

Rotation Trade & Fed Expectations

Rotation Trade & Fed Expectations

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, January 23rd, 2026Featuring:1) Joe Quinlan, Head of CIO Market Stra...

23 Jan 32min

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