About this episode
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.
See omnystudio.com/listener for privacy information.
Get every episode summarized
Each time Bloomberg Surveillance publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Bloomberg Surveillance
Single Best Idea with Tom Keene: Wei Li & Leslie Vinjamuri
Bloomberg Surveillance
Bloomberg Surveillance TV: May 11th, 2026
Bloomberg Surveillance
US & Iran Wrangle Over Deal Terms to End War
Bloomberg Surveillance
Single Best Idea with Tom Keene: Kevin Gordon & John Stoltzfus
Bloomberg Surveillance