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.

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Elon Musk, Tech, Retail Sales, and Subway (Podcast)

Elon Musk, Tech, Retail Sales, and Subway (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, and Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, join the program for a tech roundtable. They talk about Elon Musk and Twitter, Air...

15 Helmi 202345min

CPI, Auto Prices, Crypto, and ESG (Podcast)

CPI, Auto Prices, Crypto, and ESG (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI, Treasuries, and the Fed. David Welch, Bloomberg News Detroit Bureau Chief, discusses his Big Take story on car ...

14 Helmi 202342min

Flying Objects, Super Bowl Ads, Yield Curve, and NYC (Podcast)

Flying Objects, Super Bowl Ads, Yield Curve, and NYC (Podcast)

Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the China balloon incident, the latest on the ...

13 Helmi 202342min

The UK, The BOJ, ETFs, and Nickel (Podcast)

The UK, The BOJ, ETFs, and Nickel (Podcast)

Jennifer Lee, Senior Economist at BMO Capital Markets, joins the program to discuss the Bank of Japan news, the UK narrowly avoiding a recession, and what it means for their central banks. Aneeka Gupt...

10 Helmi 202341min

Disney, Markets, Hilton, and Kellogg (Podcast)

Disney, Markets, Hilton, and Kellogg (Podcast)

Geetha Ranganathan, US media analyst with Bloomberg Intelligence, joins the program to discuss Disney earnings, job cuts, and restructuring. Emily Rose McRae, Senior Director of Research at Gartner, j...

9 Helmi 202344min

Jay Powell, Markets, and CVS (Podcast)

Jay Powell, Markets, and CVS (Podcast)

Neil Grossman, former CIO with TKNG Capital, joins the show to talk about the Fed and breaks down Jay Powell’s comments from yesterday. Michael Cuggino, President & Portfolio Manager of the Permanent ...

8 Helmi 202339min

Jay Powell, Credit Suisse, and the China Balloon (Podcast)

Jay Powell, Credit Suisse, and the China Balloon (Podcast)

Anna Wong, Chief US Economist with Bloomberg Economics, joins the show to preview Jay Powell’s comments today and discusses the outlook for inflation and potential for a recession. Michael Green, port...

7 Helmi 202343min

Bonds, Inflation, and the Equity Rally (Podcast)

Bonds, Inflation, and the Equity Rally (Podcast)

Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, joins the program to discuss the Federal Reserves and what the bond market is currently telling investors. Priya Misra, ...

6 Helmi 202340min

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