Bloomberg Surveillance

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Renaissance Macro’s Neil Dutta & Claudia Sahm of New Century Advisors.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring:  Doug Burgum, US Interior Secretary Steven Major, Global Macro Advisor, Tradition Priya Misra, Portfolio Manager, JPMorgan Core Plus Bond ETF See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFriday, January 9th, 2026Featuring:1) Claudia Sahm, Chief Economist at New Century Advisors, reacts to the December US jobs report. 2) Kristina Campmany, Senior Portfolio Manager at Invesco, discusses why the dollar downtrend may persist. 3) Carl Weinberg, Chief Economist and Managing Director at High Frequency Economics, on what he sees as the biggest economic risks in 2026. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the booming demand for wearable health trackers, and Wall Street Journal reporting on the battle over Jimmy Buffett's old recording studio.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Brown University’s Wendy Schiller & Jordan Rochester of Mizuho.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring:  Stephen Miran, Federal Reserve Governor Seema Shah, Chief Global Strategist, Principal Asset Management Jim Zelter, President, Apollo Global Management See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyThursday, January 8th, 2026Featuring:1) Marta Norton, Chief Investment Strategist at Empower, examines whether the rotation trade can continue in 2026. 2) Dan Ives, Global Head of Tech Research at Wedbush Securities, joins from CES in Las Vegas to discuss the state of AI investing. 3) Wendy Schiller, Professor of Political Science at Brown University, reacts to the ICE shooting in Minneapolis and the Trump administration's pressure campaigns against Venezuela and Greenland.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on the downsides of AI use at work, and Bloomberg News reporting on restaurants turning to zero-waste menus to combat rising food costs.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Fordham Global Foresight’s Tina Fordham & Ruchir Sharma of Rockefeller International & Breakout Capital Partners.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Featuring: David Bailin, CIO Group CEO John Bilton, JP Morgan Global Head of Multi-Asset Solutions Jonathan Tamari, Bloomberg Government Congress Reporter Henrietta Treyz, Veda Partners Economic Policy Research Director See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, January 7th, 2026Featuring:1) Ruchir Sharma, Chairman at Rockefeller International & Founder and CIO at Breakout Capital Partners, explains why 2026 marks a turning point for global markets.2) John Bilton, Head of Global Multi-Asset Strategy at JPMorgan Asset Management, discusses why disinflation and a softer dollar set up a pro-risk backdrop for markets.3) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, on why policy optimism and cyclical trades may mask deeper economic slowdown.4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on LinkedIn's rise in popularity, and a New York Post story on a Toronto steakhouse offering MLB free agent Bo Bichette free food for life if he resigns with the Blue Jays.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.  In this episode, we feature conversations with Harvard Kennedy School’s Ricardo Hausmann & Shannon O’Neil of the Council on Foreign Relations.  Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI  Sonal Desai, Fixed Income CIO at Franklin Templeton  Andrew Hollenhorst, Chief US Economist at Citi Research  Troy Gayeski, Chief Market Strategist at Future Standard  Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares his market outlook for the year ahead. Sonal Desai, Fixed Income CIO at Franklin Templeton, discusses why she’s remaining constructive on US growth. Andrew Hollenhorst, Chief US Economist at Citi Research, examines the state of the labor market and what it could mean for Fed policy in 2026. Troy Gayeski, Chief Market Strategist at Future Standard, explains why middle-market private equity is the best growth opportunity outside mega-cap tech.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, January 6th, 2026Featuring:1) Liz Ann Sonders, Chief Investment Strategist & Kevin Gordon, Head of Macro Research and Strategy at Charles Schwab, joins for an extended conversation on why 2026 marks a transition year for markets.2) Ricardo Hausmann, Professor of the Practice of International Political Economy at Harvard Kennedy School, on why foreign control and oil exploitation cannot replace democratic legitimacy for Venezuela.3) Troy Gayeski, Chief Market Strategist at Future Standard, discusses why middle-market private equity is the best growth opportunity outside mega-cap tech.4) Shannon O'Neil, Senior Vice President at the Council on Foreign Relations, discusses why Maduro’s capture does not guarantee democracy in Venezuela.5) Lisa Mateo joins with the latest headlines in newspapers across the US, including New York Times reporting on a flood of Maduro deepfakes online, and a Wall Street Journal story on an Equinox executive who says golf is not exercise.See omnystudio.com/listener for privacy information.

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.In this episode, we feature our conversations with Edward Morse of Hartree Partners.Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Ed Yardeni, President at Yardeni Research  Norman Roule, Fmr. Senior US Intelligence Official  Bob McNally, Founder & President at Rapidan Energy Advisors  Jim Bianco, President and Macro Strategist at Bianco Research  Ed Yardeni, President at Yardeni Research, shares his market outlook for 2026. Former Senior US Intelligence official Norman Roule reacts to the capture of Venezuelan President Nicolas Maduro. Bob McNally, Founder & President at Rapidan Energy Advisors, examines what this weekend’s US strike on Venezuela means for energy markets going forward. Jim Bianco, President and Macro Strategist at Bianco Research, discusses the state of fixed income as US treasuries extend gains after posting their best year since 2020.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, January 5th, 2026Featuring:1) Ed Morse, Senior Advisor and Commodities Strategist at Hartree Partners, discusses the state of commodities markets at large following the capture of Venezuelan President Nicolas Maduro. 2) Keith Lerner, Chief Investment Officer at Truist, discusses how easing policy and earnings growth support the next leg of expansion. 3) Henrietta Treyz, Co-Founder at Veda Partners, joins for more analysis on the geopolitical fallout of the arrest of Nicolas Maduro. 4) Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, on why 2026 favors income over price gains in fixed income markets.See omnystudio.com/listener for privacy information.

President Donald Trump said the US would run Venezuela until a transition could be organized, hours after a US operation captured leader Nicolás Maduro, ousting the strongman from power after months of mounting military and economic pressure on his regime.“We’re going to run the country until such time as we can do a safe, proper and judicious transition,” Trump said Saturday at a press conference at his Mar-a-Lago estate in Florida. “So we don’t want to be involved with having somebody else get in, and we have the same situation that we had for the last long period of years.”Trump said the US administration of Venezuela would include deploying US oil companies to the country, though indicated that his embargo “on all Venezuelan oil remains in full effect” and that US forces would stay on alert. Bloomberg's Joe Mathieu and Christina Ruffini speak with:  Rep. Brad Schneider (D-Illinois) Justin Logan, director of defense and foreign policy studies at the Cato Institute. Jeanne Sheehan Zaino, Democracy Visiting Fellow at Harvard Kennedy School's Ash Center and Bloomberg Politics Contributor & Lester Munson, Principal of the International Practice at BGR Group and Republican Strategist See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Alexis ChristoforousWednesday, December 31st, 2025Featuring:1) Kristina Hooper, Chief Market Strategist at Man Group, on why gold remains a key hedge in a slowing economy and uncertain policy cycle.2) Ian Wyatt, Chief Economist at Huntington Bank, on why inflation remains sticky despite moderating growth.3) Eric Sterner, Chief Investment Officer at Apollon Wealth Management, examines how Fed changes and fiscal risks could shape 2026 market performance.4) Lisa Sturtevant, Chief Economist at Bright MLS, discusses why 2026 will be a transition year for housing.See omnystudio.com/listener for privacy information.

Geoffrey Yu, Senior Market Strategist at BNY  Dana Peterson, Chief Economist at The Conference Board  Andrew Bishop, Global Head of Policy Research at Signum Global  Dan Ives, Global Head of Tech Research at Wedbush Securities  Geoffrey Yu, Senior Market Strategist at BNY, discusses why growth still has room to run in 2026. Dana Peterson, Chief Economist at The Conference Board, weighs in on whether we will get a clear picture of the US economy post-government shutdown. Andrew Bishop, Global Head of Policy Research at Signum Global, reacts to President Trump’s pledge to rescue Iranian protestors. Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses his top AI stock calls for the year ahead.See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Paul Sweeney & Isabelle LeeFriday, January 2nd, 2026Featuring:1) Bret Kenwell, US Investment and Options Strategist at eToro, on how a supportive Fed and contained inflation keep equities positioned for gains.2) Russell Price, Chief Economist at Ameriprise Financial, examines why the labor market remains the key risk to the American economy in the year ahead.3) Adam Turnquist, Chief Technical Strategist at LPL Financial, talks about the potential for a commodities supercycle driven by AI and infrastructure.4) Jack McIntyre, Portfolio Manager at Brandywine Global Investment Management, on the appeal of global and Latin American debt amid a weaker dollar.See omnystudio.com/listener for privacy information.

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.