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 12th, 2026

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Bloomberg Surveillance TV: January 9th, 2026

Featuring: Doug Burgum, US Interior Secretary Steven Major, Global Macro Advisor, Tradition Priya Misra, Portfolio Manager, JPMorgan Core Plus Bond ETF See omnystudio.com/listener for privacy inform...

9 Jan 29min

US Payrolls Rise Below Forecast

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, January 9th, 2026Featuring:1) Claudia Sahm, Chief Economist at New ...

9 Jan 27min

Single Best Idea with Tom Keene: Wendy Schiller & Jordan Rochester

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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 Brown University’s Wendy Schiller & Jordan Rochester...

8 Jan 3min

Bloomberg Surveillance TV: January 8th, 2026

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Featuring: Stephen Miran, Federal Reserve Governor Seema Shah, Chief Global Strategist, Principal Asset Management Jim Zelter, President, Apollo Global Management See omnystudio.com/listener for pri...

8 Jan 29min

The State of the 2026 AI Trade

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, January 8th, 2026Featuring:1) Marta Norton, Chief Investment Stra...

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