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)

Kass: the dominant investors are no longer the retail investor

Kass: the dominant investors are no longer the retail investor

Seabreeze Partners Management Doug Kass speaks on money management and says there is a lot more volatility ahead. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.c...

29 Mar 201622min

Johnson:retirement income crisis

Johnson:retirement income crisis

American College of Financial Services CEO Robert Johnson, discusses retirement income planning with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy infor...

29 Mar 20168min

Uy:active management can help navigate investors

Uy:active management can help navigate investors

Invevsco's Ray Uy discusses how the FED can be meaningful in regards to the markets. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy infor...

29 Mar 201612min

Todd: voters don't vote on electability

Todd: voters don't vote on electability

NBC's Chuck Todd weighs in on why voters don't vote strategically or on electability on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

29 Mar 201611min

Ricchiuto: This economy is just stuck

Ricchiuto: This economy is just stuck

Mizuho's Steve Ricchiuto discusses the economic data and how it's a reflection of the change in expectations in the monetray policy and currency markets. He speaks with Tom Keene and Barry Ritholtz on...

29 Mar 201622min

Gurria: need to break cycle of poverty through education

Gurria: need to break cycle of poverty through education

The OECD's Jose Angel Gurria discusses breaking the cycle of poverty through education and training on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy ...

29 Mar 201631min

Fels:global markets are bumpy, below par and brittle

Fels:global markets are bumpy, below par and brittle

PIMCO's Joachim Fels discusses the triple B economic expansion-bumpy, below par and brittle and how they correlate with de-leverging, debt and deflation. He speaks with Tom Keene and Barry Ritholtz on...

29 Mar 201620min

Robbins:President Obama's visit in Cuba

Robbins:President Obama's visit in Cuba

Foreign relations council Carla Anne Robbins says President Obama did a good job in Cuba especailly when enticing Raul Castro to answer questions about human rights. She speaks with Tom Keene and Barr...

28 Mar 201611min

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