Bloomberg Surveillance

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Bloomberg Surveillance hosted by Tom Keene & Paul Sweeney
Wednesday, January 21st, 2026

Featuring:
1) Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI
2) Jonathan Maxwell, Co-Founder & CEO at Sustainable Development Capital
3) Dana Telsey, CEO & Chief Research Officer at Telsey Advisory Group
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including a Bloomberg News report on colleges deploying AI in their admissions process.
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.
In this episode, we feature conversations with Evercore ISI’s Julian Emanuel & Jonathan Maxwell of Sustainable Development Capital LLP.
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Featuring:
David McKay, President and CEO of the Royal Bank of Canada
Ted Pick, Chairman and CEO of Morgan Stanley
Senator Thom Tillis of North Carolina
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Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery Inc.

The streaming leader said Tuesday it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming business of Warner Bros., a deal that would unite two of the world’s largest entertainment companies. Netflix spent about $18 billion on programming last year, with subscribers growing almost 8% to top 325 million.
For instant reaction and analysis, Bloomberg Businessweek Daily hosts Carol Massar and Tim Stenovec speak with:
Bloomberg News Senior Editor and Entertainment Team Leader Chris Palmeri
Eric Clark, Chief Investment Officer at Accuvest Global Advisors
Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan
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Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio.

In this episode, we feature conversations with Bloomberg Opinion's Marc Champion & Michael Purves of Tallbacken Capital Advisors.

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

See omnystudio.com/listener for privacy information.