Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Robert D. Kaplan and Ed Morse.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Robert D. Kaplan and Ed Morse.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Single Best Idea with Tom Keene: Robert D. Kaplan & Ed Morse

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/381b2790-e9e1-4b6c-9ded-b14700eb3c15/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 16th, 2025

Featuring:
1) Jeffrey Cleveland, Director & Chief Economist at Payden & Rygel, joins us with his assessment of the November US jobs report and what it means for monetary policy going forward.2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, discusses the shift toward value stocks as profits accelerate into 2026.3) Martha Gimbel, Executive Director of the Yale Budget Lab, explains why AI is not yet a major factor in US employment trends.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the world's richest families for 2025, and New York Post reporting on how Hermès Birkin and Kelly handbags are so scarce that they're beating gold and the S&P 500.

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene &amp; Paul Sweeney Tuesday, December 16th, 2025 Featuring: 1) Jeffrey Cleveland, Director &amp; Chief Economist at Payden &amp; Rygel, joins us with his assessment of the November US jobs report and what it means for monetary policy going forward.2) Paul Quinsee, Global Head of Equities at JPMorgan Asset Management, discusses the shift toward value stocks as profits accelerate into 2026.3) Martha Gimbel, Executive Director of the Yale Budget Lab, explains why AI is not yet a major factor in US employment trends. 4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News story on the world's richest families for 2025, and New York Post reporting on how Herm&egrave;s Birkin and Kelly handbags are so scarce that they're beating gold and the S&amp;P 500.

US Payrolls Rise After October Drop

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/58672727-4f2c-4d5f-a927-b3b500fea773/transcript

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 
Keith Lerner, Co-CIO and Chief Market Strategist at Truist 

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he’s unsure if his economic policies will lead to Republican wins in next year’s midterm election. Pooja Sriram, Vice President of US Economic Research at Barclays, shares her expectations for Tuesday’s US jobs report. Keith Lerner, Co-CIO and Chief Market Strategist at Truist, gives his outlook for the tech sector heading into 2026.

<ul>
<li>Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods</li>
<li>Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners&nbsp;</li>
<li>Pooja Sriram, Vice President of US Economic Research at Barclays&nbsp;</li>
<li>Keith Lerner, Co-CIO and Chief Market Strategist at Truist&nbsp;</li>
</ul>
Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he&rsquo;s unsure if his economic policies will lead to Republican wins in next year&rsquo;s midterm election. Pooja Sriram, Vice President of US Economic Research at Barclays, shares her expectations for Tuesday&rsquo;s US jobs report. Keith Lerner, Co-CIO and Chief Market Strategist at Truist, gives his outlook for the tech sector heading into 2026.

Bloomberg Surveillance TV: December 15th, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/af60f190-0aa7-4744-9e3f-b3b401065b4b/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Monday, December 15th, 2025

Featuring:
1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, gives her perspective on markets heading into 2026.

2) Alessio de Longis, Head of Investments and Multi-Asset Senior Portfolio Manager at Invesco, explains why value cyclicals and small and mid caps are better positioned in a broadening global expansion.

3) Campbell Harvey, Professor of Finance at Duke Business School, discusses why today’s equity market differs fundamentally from 2000 due to deeper broader innovation and greater discipline.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the Bondi Beach shooting, as well as a Washington Post story on Gen Z's renewed interest in physical media like CD's and DVD's.

Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. Bloomberg Surveillance hosted by Tom Keene &amp; Paul Sweeney Monday, December 15th, 2025 Featuring: 1) Cameron Dawson, Chief Investment Officer at NewEdge Wealth, gives her perspective on markets heading into 2026.
2) Alessio de Longis, Head of Investments and Multi-Asset Senior Portfolio Manager at Invesco, explains why value cyclicals and small and mid caps are better positioned in a broadening global expansion.
3) Campbell Harvey, Professor of Finance at Duke Business School, discusses why today&rsquo;s equity market differs fundamentally from 2000 due to deeper broader innovation and greater discipline.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Bloomberg News reporting on the Bondi Beach shooting, as well as a Washington Post story on Gen Z's renewed interest in physical media like CD's and DVD's.

Bullish Calls for 2026 Emerge

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/99a0cfd6-4000-4001-b5b6-b3b401087d08/transcript

Single Best Idea with Tom Keene: Robert D. Kaplan & Ed Morse

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