Bloomberg Surveillance

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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney Friday, December 5th, 2025 Featuring: 1) Geetha Ranganathan, US Media Analyst for Bloomberg Intelligence, reacts to Netflix agreeing to acquire Warner Bros. Discovery in a historic combination, joining the world’s dominant paid streaming service with one of Hollywood’s oldest and most revered studios. Under the deal announced Friday, Warner Bros. shareholders will receive $27.75 a share in cash and stock in Netflix. The total equity value of the deal is $72 billion, while the enterprise value of the deal is about $82.7 billion. 2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how rate cut expectations are lifting small and mid cap stocks more than big tech. 3) Felix Gillette, Bloomberg News Media & Telecom Reporter, joins to provide more analysis on the Netflix-WBD deal. 4) Barbara Reinhard, CIO of Multi Asset Strategies & Solutions at Voya Investment Management, on equities stabilizing as investors weigh rate cuts and BOJ contagion risks. 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 Morgan Stanley's Lisa Shalett & Erin McLaughlin of The Conference Board. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 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 Sweeney Thursday, December 4th, 2025 Featuring: 1) Mona Mahajan, Head of Investment Strategy at Edward Jones, shares her expectations for a Fed rate cut next week and her earnings outlook for 2026. 2) Neil Shearing, Group Chief Economist at Capital Economics, discusses he believes why the Fed is unlikely to deliver the deep cuts markets expect. 3) Heidi Crebo-Rediker, Senior Fellow for Geoeconomics at the Council on Foreign Relations, gives her thoughts on the state of Russia-Ukraine negotiations. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on how tired Americans are spending more to avoid doing chores, and how sales of Manhattan luxury homes have surged following the election of Zohran Mamdani. See omnystudio.com/listener for privacy information.

Featuring: See omnystudio.com/listener for privacy information.

Featuring: 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 Piper Sandler's Nancy Lazar & Michael Green of Simplify Asset Management. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF 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 Sweeney Wednesday, December 3rd, 2025 Featuring: 1) Nancy Lazar, Chief Global Economist at Piper Sandler, on how broadening earnings and big business strength are supporting GDP and the S&P despite weak labor data. 2) Michael Green, Chief Strategist at Simplify Asset Management, explains why modern mandatory costs like housing, childcare, healthcare, and transportation have reshaped the true poverty line. 3) Huw van Steenis, Vice Chair at Oliver Wyman, discusses UK banks passing harsh stress tests and the BOE’s push to unlock credit creation. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Wall Street Journal story on Waymo's self-driving cars suddenly behaving like New York cabbies, and New York Post reporting on the opening of a new luxury club in Midtown Manhattan. See omnystudio.com/listener for privacy information.

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.

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

Alastair Pinder, Global Equity Strategist at HSBC, discusses how AI will drive both equities and credit in the new year. Ian Harnett, Chief Investment Strategist at Absolute Strategy Research, shares the six macro risks he sees shaping investment strategy in 2026. Amanda Lynam, Head of Macro Credit Research at BlackRock, shares her outlook for the private credit space. Republican Senator Bill Cassidy of Louisiana joins for an extended discussion on what Black Friday spending says about the state of the US consumer. 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 Christoforous Monday, December 1st, 2025 Featuring: 1) Seema Shah, Chief Global Strategist at Principal Asset Management, explains why 2026 calls for cautious optimism and broad portfolio diversification. 2) Henrietta Treyz, Co-Founder at Veda Partners, discusses the latest headlines out of Washington including President Trump hinting at his pick for Fed chair. 3) Brian Levitt, Chief Global Market Strategist at Invesco, discusses why private credit remains attractive amid stable inflation and easing policy. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the a strong holiday weekend at the box office for Disney's Zootopia 2, and a Wall Street Journal story on how DNA matches on sites like 23andMe are leading states to reconsider estate laws. 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 Sweeney Friday, November 28th, 2025 Featuring: 1) Max Kettner, Chief Multi-Asset Strategist at HSBC, explains why Q4 earnings expectations are at their lowest and what it means for markets. 2) Steve Sadove, former Chairman and CEO of Saks Inc., talks about holiday retail trends with 4 percent sales growth and strong inventory management. 3) Jeffrey Roach, Chief Economist at LPL Financial, examines how policy easing and tax refunds may provide economic tailwinds into next year. 4) Jordan Rochester, Head of FICC Strategy: EMEA at Mizuho, breaks down why the market is skeptical of long-term UK borrowing forecasts and leadership stability. 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 conversation with Andrew Slimmon of Morgan Stanley Investment Management See omnystudio.com/listener for privacy information.

Featuring: 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 Sweeney Wednesday November 26th, 2025 Featuring: 1) Dan Ives, Global Head of Tech Research at Wedbush Securities, discusses the AI Revolution 2) Tiffany Yeh, Boston Consulting Group Managing Director, previews Black Friday 3) Andrew Slimmon of Morgan Stanley Investment Management discusses markets 4) Stephany Chen, Senior Vice President at Trinity Investments, on the Holiday travel season 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 conversation with Elizabeth Economy, Hargrove Senior Fellow at Stanford University's Hoover Institution See omnystudio.com/listener for privacy information.

Featuring: 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 Sweeney Tuesday November 25th, 2025 Featuring: 1) Elizabeth Economy, Hoover Institution At Stanford University Hargrove Senior Fellow, discusses China's long game with with US relations 2) Chris Whalen, Whalen Global Advisors Founder and Chairman, discusses the World's biggest banks and bitcoin 3) Wendy Schiller, Professor of Political Science at Brown University, discusses the latest headlines out of Washington D.C. 4) isa Mateo joins with the latest headlines in newspapers across the US, including tiny apartments in NYC and mastering the art of Thanksgiving dinner. 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 Lori Calvasina of RBC and Bloomberg Intelligence's Mike McGlone See omnystudio.com/listener for privacy information.