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(4294)

Rotation Trade & Fed Expectations

Rotation Trade & Fed Expectations

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, January 23rd, 2026Featuring:1) Joe Quinlan, Head of CIO Market Stra...

23 Jan 32min

Single Best Idea with Tom Keene: Rebecca Patterson

Single Best Idea with Tom Keene: Rebecca Patterson

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversation with Rebecca Patterson of the Council on Foreign Relat...

22 Jan 4min

Bloomberg Surveillance TV: January 22nd, 2026

Bloomberg Surveillance TV: January 22nd, 2026

Featuring: Chris Wright, US Secretary of Energy Howard Lutnick, US Secretary of Commerce Brian Moynihan, Bank of America Chairman and CEO See omnystudio.com/listener for privacy information.

22 Jan 41min

Dollar Steadies as Greenland Tensions Ease

Dollar Steadies as Greenland Tensions Ease

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, January 22nd, 2026Featuring:1) Rebecca Patterson, Senior Fellow a...

22 Jan 30min

Trump Arrives at Davos for Keynote Address

Trump Arrives at Davos for Keynote Address

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, January 21st, 2026Featuring:1) Julian Emanuel, Chief Equity & Qu...

22 Jan 33min

Single Best Idea with Tom Keene: Julian Emanuel & Jonathan Maxwell

Single Best Idea with Tom Keene: Julian Emanuel & Jonathan Maxwell

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Evercore ISI’s Julian Emanuel & Jonathan Maxwell of ...

21 Jan 4min

Bloomberg Surveillance TV: January 21st, 2026

Bloomberg Surveillance TV: January 21st, 2026

Featuring: David McKay, President and CEO of the Royal Bank of Canada Ted Pick, Chairman and CEO of Morgan Stanley Senator Thom Tillis of North Carolina See omnystudio.com/listener for privacy inform...

21 Jan 29min

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

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
lydartikler-fra-aftenposten
pengepodden-2
utbytte
finansredaksjonen
pengesnakk
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
okonomiamatorene
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
stormkast-med-valebrokk-stordalen
lederpodden
rss-fa-makro
rss-markedspuls-2
boligbobla