Volatility Skew Shows Defensive Tilt in Markets

Michael Purves, CEO at Tallbacken Capital Advisors Michael Reid, Senior US Economist at RBC George Pollack, Senior US Policy Analyst at Signum Global Barbara Doran, CEO & CIO at BD8 Capital Michael Purves, CEO at Tallbacken Capital Advisors, discusses the risks of AI capex spending not paying off. Michael Reid, Senior US Economist at RBC, looks at the state of the American economy heading into 2026. George Pollack, Senior US Policy Analyst at Signum Global, weighs in on the expiration of Covid-era healthcare subsidies. Barbara Doran, CEO & CIO at BD8 Capital, gives her market outlook for the year ahead.See omnystudio.com/listener for privacy information.

31 Des 202528min

Mark Cabana, Head of US Rates Strategy at BofA Global Research Constance Hunter, Chief Economist at Economist Intelligence Unit Dana D’Auria, Co-CIO & Group President at Envestnet Nicole Bachaud, Labor Economist at ZipRecruiter Mark Cabana, Head of US Rates Strategy at BofA Global Research, examines the state of Fed monetary policy entering 2026. Constance Hunter, Chief Economist at Economist Intelligence Unit, on why she projects a bumpy road ahead for the US economy. Dana D’Auria, Co-CIO & Group President at Envestnet, discusses the recent bout of year-end weakness in mega-cap tech stocks. Nicole Bachaud, Labor Economist at ZipRecruiter, shares her outlook for the US labor market in the year ahead.See omnystudio.com/listener for privacy information.

30 Des 202533min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousTuesday, December 30th, 2025Featuring:1) Dan Ives, Global Head of Tech Research at Wedbush Securities, shares his top AI plays for 2026. 2) Patrick Murphy, Executive Director of Geopolitical Advisors at Hilco Global, examines how geopolitics has become a core pricing mechanism in markets. 3) Alonso Munoz, Chief Investment Officer at Hamilton Capital Partners, discusses why the bull rally still has room to run in the year ahead. 4) Gautam Mukunda, Lecturer at Yale School of Management and Bloomberg Opinion contributor, reflects on the first year of President Trump's second term.See omnystudio.com/listener for privacy information.

30 Des 202535min

Cameron Dawson, Chief Investment Officer at NewEdge Wealth Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes Veronica Clark, Director of Citi Research at Citigroup Global Markets Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses why valuation support has largely run its course. Deborah Cunningham, CIO for Global Liquidity Markets at Federated Hermes, examines the impact Fed independence will have on markets in 2026. Veronica Clark, Director of Citi Research at Citigroup Global Markets, shares her expectations for the labor market in the year ahead. Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins to recap retail sector performance with 2025 drawing to a close.See omnystudio.com/listener for privacy information.

29 Des 202524min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousMonday, December 29th, 2025Featuring:1) Jay Hatfield, CEO at Infrastructure Capital Management, discusses why AI and Fed cuts will continue to support markets in 2026. 2) Joy Yang, Head of Index Product Management at MarketVector Indexes, examines the risks markets may be ignoring heading in the year ahead. 3) Chris Kampitsis, Managing Partner at Barnum Financial Group, shares his investing strategies with markets trading near record highs. 4) Vanessa McMichael, Head of Corporate & Public Entity Strategy at Wells Fargo, discusses front end volatility and yield opportunities.See omnystudio.com/listener for privacy information.

29 Des 202529min

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments Erin McLaughlin, Senior Economist at The Conference Board Ed Mills, Washington Policy Analyst at Raymond James George Goncalves, Head of US Macro Strategy at MUFG Americas Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, on the high bar for equities in 2026. Erin McLaughlin, Senior Economist at The Conference Board, discusses the state of US consumer confidence. Ed Mills, Washington Policy Analyst at Raymond James, reacts to Ukrainian President Volodymyr Zelenskiy’s planned talks with President Trump in the days ahead. George Goncalves, Head of US Macro Strategy at MUFG Americas, examines the top risks to markets heading into the new year.See omnystudio.com/listener for privacy information.

26 Des 202532min

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, December 26th, 2025Featuring:1) David Sherman, CIO at CrossingBridge Advisors, discusses investing discipline and opportunities outside of the US heading into 2026.2) Bill Adams, Chief Economist at Comerica Bank, discusses why economic growth may broaden in 2026.3) Julia Wilson, Principal, Advisory Strategy at KPMG US, examines the state of the US consumer with holiday shopping season drawing to a close.4) Scott Sperling, CEO of THL Partners, discusses the acceleration of M&A activity heading into 2026.See omnystudio.com/listener for privacy information.

26 Des 202531min

Stephanie Roth, Chief Economist at Wolfe Research Michael Ball, Bloomberg News Macro Strategist Cameron Dawson, Chief Investment Officer at NewEdge Wealth Terry Haines, Founder at Pangaea Policy Michael O’Rourke, Chief Market Strategist at JonesTrading Stephanie Roth, Chief Economist at Wolfe Research, and Michael Ball, Bloomberg News Macro Strategist, join for reaction to Wednesday’s US jobless claims data. Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares her year-ahead market outlook as 2025 draws to a close. Terry Haines, Founder at Pangaea Policy, discusses the Supreme Court’s ruling in favor of a $100,000 fee for H1B visa applicants. Michael O’Rourke, Chief Market Strategist at JonesTrading, shares why he believes the market is currently in bubble territory.See omnystudio.com/listener for privacy information.

24 Des 202535min