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(4321)

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...

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Robbins:President Obama's visit in Cuba

Robbins:President Obama's visit in Cuba

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Steel:Gold is a highly regarded asset

Steel:Gold is a highly regarded asset

HSBC's James Steel says you need a tinge of caution in the market and that Gold is a highly regarded asset and performs very well when other things do not. He speaks with Tom Keene and Barry Ritholtz ...

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Mortimer-Lee:we are above trend at the moment

Mortimer-Lee:we are above trend at the moment

BNP Paribas' Paul Mortimer-Lee says the economy is very reliant on the consumer. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy informatio...

28 Mar 201622min

Jones:have an allocation to all the major asset classes

Jones:have an allocation to all the major asset classes

Charles Schwab's Kathy Jones says to tactically trade you want to underweight the things that are going to be doing the worse and aften times that changes year to year. She speaks with Tom Keene and B...

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Shearing:we have to pay more attention to EM

Shearing:we have to pay more attention to EM

Captial Economists' Neil Shearing feels this year there will be a turn around lead by China and that they are critical to commodity and manufacturers. He sits with Tom Keene and Barry Ritholtz on Bloo...

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Kimball: negative interest rates and GDP

Kimball: negative interest rates and GDP

University of Michigans' Miles Kimball discusses negative interest rates and how it's just an extension of positive interest rates as well as real GDP versus GDP plus inflation. He speaks with Tom Kee...

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Levitt: perspective on how Trump courts Wall Street

Levitt: perspective on how Trump courts Wall Street

Former SEC Chairman Arthur Levitt speaks on how Trump can be bad for banks and has unclear policies. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener f...

24 Mar 201612min

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