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

In this episode, we feature conversations with Troy Gayeski & Neil Dutta.

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 Troy Gayeski &amp; Neil Dutta.
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: Troy Gayeski & Neil Dutta

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/87080486-c1e6-40dd-abe6-b30900ea2404/transcript

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

In this episode, we feature our conversations with Tradition's Steven Major and Jim Caron of Morgan Stanley.

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 our conversations with Tradition's Steven Major and Jim Caron of Morgan Stanley. Watch Tom and Paul LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>

Single Best Idea with Tom Keene: Steven Major & Jim Caron

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3ec7649d-0be7-4ccd-8023-b3bc00ffbf84/transcript

Vincent Reinhart, Chief Economist at BNY 
Dan Skelly, Managing Director at Morgan Stanley Wealth Management 
Mona Mahajan, Head of Investment Strategy at Edward Jones 
Peter Supino, Senior Analyst at Wolfe Research 

Vincent Reinhart, Chief Economist at BNY, reacts to Tuesday’s US GDP print. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, shares why the outlook for 2026 remains constructive. Mona Mahajan, Head of Investment Strategy at Edward Jones, discusses her bullish outlook for equities in the year ahead. Peter Supino, Senior Analyst at Wolfe Research, gives his insights on what an improved bid from Paramount Skydance could mean for its chances to acquire Warner Bros. Discovery.

<ul>
<li>Vincent Reinhart, Chief Economist at BNY&nbsp;</li>
<li>Dan Skelly, Managing Director at Morgan Stanley Wealth Management&nbsp;</li>
<li>Mona Mahajan, Head of Investment Strategy at Edward Jones&nbsp;</li>
<li>Peter Supino, Senior Analyst at Wolfe Research&nbsp;</li>
</ul>
Vincent Reinhart, Chief Economist at BNY, reacts to Tuesday&rsquo;s US GDP print. Dan Skelly, Managing Director at Morgan Stanley Wealth Management, shares why the outlook for 2026 remains constructive. Mona Mahajan, Head of Investment Strategy at Edward Jones, discusses her bullish outlook for equities in the year ahead. Peter Supino, Senior Analyst at Wolfe Research, gives his insights on what an improved bid from Paramount Skydance could mean for its chances to acquire Warner Bros. Discovery.

Bloomberg Surveillance TV: December 23rd, 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/51d05a67-abad-4ffc-acc9-b3bc010f6648/transcript

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Tuesday, December 23rd, 2025

Featuring:
1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors.

2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery.

3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Churchill Asset Management, discusses how a lower rate environment may support private credit activity.

4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on car payments now averaging over $750 a month, as well as a Bloomberg News story on restaurants pushing dessert wines.

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 23rd, 2025 Featuring: 1) Steven Major, Global Macro Advisor at Tradition, on why yield curve steepening narratives can mislead investors.
2) Jim Caron, CIO of Cross Asset Solutions at Morgan Stanley Investment Management, discusses why 2026 may bring a U-shaped economic recovery.
3) Randy Schwimmer, Vice Chair and Chief Investment Strategist at Churchill Asset Management, discusses how a lower rate environment may support private credit activity.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including Wall Street Journal reporting on car payments now averaging over $750 a month, as well as a Bloomberg News story on restaurants pushing dessert wines.

Markets React to Last Major US Eco Data of 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/55f201de-04bc-44e5-8499-b3bc0112ec99/transcript

Single Best Idea with Tom Keene: Troy Gayeski & Neil Dutta

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