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(4296)

Bloomberg Surveillance TV: January 21st, 2026

Bloomberg Surveillance TV: January 21st, 2026

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Single Best Idea with Tom Keene: Marc Champion & Michael Purves

Single Best Idea with Tom Keene: Marc Champion & Michael Purves

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Bloomberg Opinion's Marc Champion & Michael Purves of ...

20 Jan 4min

Bloomberg Surveillance TV: January 20th, 2026

Bloomberg Surveillance TV: January 20th, 2026

Featuring: Gary Cohn, IBM Vice Chairman Paul Ryan, Teneo Vice Chairman and former Speaker of the US House of Representatives Alexander Stubb, President of Finland See omnystudio.com/listener for priv...

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Investors Look to Safe Havens as Davos Kicks Off

Investors Look to Safe Havens as Davos Kicks Off

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 20th, 2026Featuring:1) Michael Purves, Founder and CEO at ...

20 Jan 32min

Single Best Idea with Tom Keene: Avery Sheffield & Alexis Crow

Single Best Idea with Tom Keene: Avery Sheffield & Alexis Crow

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Rockefeller Asset Management’s Avery Sheffield & Dr....

16 Jan 2min

Bloomberg Surveillance TV: January 16th, 2026

Bloomberg Surveillance TV: January 16th, 2026

Featuring: Mona Mahajan, Principal and Head of Investment Strategy at Edward Jones Jon Lieber, US Managing Director and Head of Research at Eurasia Group Stephen Stanley, Chief US Economist at Santan...

16 Jan 19min

Trump’s Pursuit of Powell Threatens to Muddle Fed Tea Leaves

Trump’s Pursuit of Powell Threatens to Muddle Fed Tea Leaves

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Alexis ChristoforousFriday, January 16th, 2026Featuring:1) Stephen Parker, Co-Head of G...

16 Jan 34min

Single Best Idea with Tom Keene: Dominic Konstam & Anna Wong

Single Best Idea with Tom Keene: Dominic Konstam & Anna Wong

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature conversations with Mizuho's Dominic Konstam & Anna Wong of Bloomberg Econ...

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