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 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.