Bloomberg Surveillance TV: December 2nd, 2025

Bloomberg Surveillance TV: December 2nd, 2025

  • Jim Zelter, President at Apollo Global Management
  • Lindsey Piegza, Chief Economist at Stifel
  • Katy Kaminski, Chief Research Strategist at AlphaSimplex
  • Matt Shay, President of the National Retail Federation

Apollo Global Management President Jim Zelter looks at some of the expectations for the year ahead while highlighting this year’s strengths in the M&A market and the “amazingly resilient” US economy. Lindsey Piegza, Chief Economist at Stifel, shares her expectations for next week’s FOMC meeting and the path ahead for monetary policy into 2026. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how rate cut optimism is carrying over into small and mid-cap stocks. Matt Shay, President of the National Retail Federation, shares his insights into the state of the US consumer with holiday shopping season in full swing.

See omnystudio.com/listener for privacy information.

Episoder(4319)

Derman: no simple models to replace bell curve

Derman: no simple models to replace bell curve

Columbia University's Emanuel Derman weighs in on the bell curve model and neo-classical finance on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy info...

30 Mar 201620min

Turnhill: never saw a sustained volatility so low before

Turnhill: never saw a sustained volatility so low before

BlackRock's Richard Turnhill comments on why the markets are eerily quiet. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

30 Mar 201611min

Derman:social Sciences are involved with people

Derman:social Sciences are involved with people

Columbia University Financial Engineering Professor Emanuel Derman says there is nothing that replaces the Bell Curve. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystu...

30 Mar 201620min

Piegza: employment numbers have been consistent

Piegza: employment numbers have been consistent

Stifel's Chief Economist Lindsey Piegza discusses Janet Yellen, employment rates and inflation with Tom keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy infor...

30 Mar 201622min

Tetlock: discerning between good experts and bad experts

Tetlock: discerning between good experts and bad experts

Wharton School Professor Philip Tetlock disucsses the illusion of insight and how to come across good forecasters. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.c...

30 Mar 201620min

Hubbard: Janet Yellen not really telling us what they're doing

Hubbard: Janet Yellen not really telling us what they're doing

Columbia Business School's Glenn Hubbard reacts to Janet Yellen's speech at the Economic Club of New York on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for pr...

30 Mar 201611min

Curnutt: electronic trading has changed market volatility

Curnutt: electronic trading has changed market volatility

Macros Risk Advisors' Dean Curnutt discusses market volatility on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

30 Mar 201619min

Haass: trade is strategically a glue to the world

Haass: trade is strategically a glue to the world

Council on Foreign Relations' Richard Haass weighs in on low economic growth and how it affects income inequality and trade policies on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omn...

30 Mar 201612min

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