Markets, Layoffs, EM, and Goldman (Podcast)

Markets, Layoffs, EM, and Goldman (Podcast)

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. Bloomberg Intelligence Senior Tech Analyst Anurag Rana talks about labor in tech and outlook for big tech companies. Bloomberg Intelligence Senior Analysts Mandeep Singh and Poonam Goyal join to discuss layoffs at Alphabet and Wayfair. Nick Stadtmiller, Head of Product with Medley Global Advisors, joins the show to discuss global economies and emerging markets. Sonali Basak, Wall Street reporter with Bloomberg News and Elliott Stein, Senior Litigation Analyst with Bloomberg Intelligence, joins the program to discuss the Federal Reserve probing Goldman Sach’s consumer business. Hosted by Matt Miller and Kriti Gupta.

See omnystudio.com/listener for privacy information.

Jaksot(3323)

Debt-Ceiling Drama and Adobe's AI Push

Debt-Ceiling Drama and Adobe's AI Push

Ashley Still, SVP and Creative/Digital Media Lead at Adobe, discusses the company’s AI push. Laird Landman, Generalist Portfolio Manager at TCW, joins the program to talk markets and investing. Quincy...

31 Touko 202332min

BONUS EPISODE: Jamie Dimon Exclusive Interview

BONUS EPISODE: Jamie Dimon Exclusive Interview

Jamie Dimon is in Shanghai for JPMorgan's China summit. It's the first time the bank's flagship event is being held in person since 2019. Bloomberg News sat down for a wide-ranging, exclusive intervie...

31 Touko 202318min

The Month in Retail, China's Rare Earth Metal Export Ban

The Month in Retail, China's Rare Earth Metal Export Ban

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the month in retail and what we’re learning about the American consumer. Sam Dunlap, CIO at Angel Oak Capital Ad...

30 Touko 202342min

Debt Ceiling, Markets, Retail, and Diamonds (Podcast)

Debt Ceiling, Markets, Retail, and Diamonds (Podcast)

Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss the debt ceiling. Michael McKee also joi...

26 Touko 202343min

Nvidia, Ukraine, Retail, and AI (Podcast)

Nvidia, Ukraine, Retail, and AI (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, and Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, join for a tech roundtable discussion. They talk about Nvidia and artificial in...

25 Touko 20231h 7min

Debt Ceiling, Retail, Noom, and Netflix (Podcast)

Debt Ceiling, Retail, Noom, and Netflix (Podcast)

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss the FX and dollar implications of a debt ceiling default, and also discusses her note on the strength of th...

24 Touko 202354min

Debt Ceiling, DHL, TikTok, Commodities, and Ukraine (Podcast)

Debt Ceiling, DHL, TikTok, Commodities, and Ukraine (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the debt ceiling and treasuries. Liz McCormick, Chief Correspondent: Global Macro Markets with Bloomberg News, joins...

24 Touko 20231h 3min

JPMorgan, Micron, JetBlue, and Meta (Podcast)

JPMorgan, Micron, JetBlue, and Meta (Podcast)

Sonali Basak, Wall Street reporter with Bloomberg News, joins us to talk JPMorgan Investor Day. Will Rhind, CEO of GraniteShares, joins the show to discuss ETF investing and outlook for energy in 2023...

22 Touko 202342min

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