Retreat From Risk Assets Fades

Retreat From Risk Assets Fades

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Tuesday, December 2nd, 2025

Featuring:
1) Wei Li, Global Chief Investment Strategist at BlackRock, discusses BII's 2026 global investment outlook.
2) Meredith Whitney, CEO at Meredith Whitney Advisory Group, discusses how the lower end consumer is entering a second recession with no access to liquidity or credit buffers.
3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses how light institutional positioning and rising earnings revisions set up a potential Santa rally.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on Chipotle looking to push back against "slop bowl fatigue", and employers using bonus pools and cash awards to get workers using AI.

See omnystudio.com/listener for privacy information.

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Bloomberg Surveillance TV: December 16th, 2025

Bloomberg Surveillance TV: December 16th, 2025

Frances Donald, Chief Economist at RBC Michael Collins, Fixed Income Executive Portfolio Advisor at PGIM Fixed Income Terry Haines, Founder at Pangaea Policy Elyas Galou, Senior Investment Strategi...

16 Dec 202531min

US Payrolls Rise After October Drop

US Payrolls Rise After October Drop

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, December 16th, 2025Featuring:1) Jeffrey Cleveland, Director & Chie...

16 Dec 202525min

Bloomberg Surveillance TV: December 15th, 2025

Bloomberg Surveillance TV: December 15th, 2025

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners Pooja Sriram, Vice President of US Economic Research at Barclays...

15 Dec 202530min

Bullish Calls for 2026 Emerge

Bullish Calls for 2026 Emerge

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, December 15th, 2025Featuring:1) Cameron Dawson, Chief Investment Of...

15 Dec 202533min

Bloomberg Surveillance TV: December 12th, 2025

Bloomberg Surveillance TV: December 12th, 2025

Peter Tchir, Head of Macro Strategy at Academy Securities Yelena Shulyatyeva, Senior US Economist at The Conference Board Jason Bazinet, Global Head of Media and Entertainment at Citi Liz Ann Sonde...

12 Dec 202527min

Global Stocks Eye Records

Global Stocks Eye Records

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis Christoforous Friday, December 12th, 2025Featuring:1) Ross Mayfield, Investme...

12 Dec 202529min

Single Best Idea with Tom Keene: Robert Kaplan & Anna Wong

Single Best Idea with Tom Keene: Robert Kaplan & Anna Wong

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature our conversations with Goldman Sachs’ Robert Kaplan & Anna Wong of Bloo...

11 Dec 20253min

Bloomberg Surveillance TV: December 11th, 2025

Bloomberg Surveillance TV: December 11th, 2025

Featuring: Howard Marks, Co-Founder & Co-Chairman, Oaktree Libby Cantrill, Managing Director - Head of Public Policy, PIMCO Michelle Meyer, Mastercard Chief Economist See omnystudio.com/listener for...

11 Dec 202524min

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