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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Jay Powell, Tech, Credit, and Markets (Podcast)

Jay Powell, Tech, Credit, and Markets (Podcast)

Neil Grossman, former CIO at TKNG Capital, joins the show for a roundtable discussion with Danielle DiMartino Booth of Quill Intelligence about the Federal Reserve raising interest rates and the poten...

3 Marras 202238min

Supply Chain, Fixed Income, CVS, and Private Credit (Podcast)

Supply Chain, Fixed Income, CVS, and Private Credit (Podcast)

Lee Klaskow, Senior Logistics Analyst with Bloomberg News, joins the show to talk about the latest on the supply chain and shipping in the US. Natalie Trevithick, Head of Investment Grade Credit Strat...

2 Marras 202234min

Earnings, the Fed, Credit Suisse, and Midterms (Podcast)

Earnings, the Fed, Credit Suisse, and Midterms (Podcast)

Matt Palazola Senior Analyst of P&C Insurance with Bloomberg Intelligence, previews Q3 earnings for Berkshire Hathaway this weekend. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research wit...

1 Marras 202232min

Investing, Energy, China, and SCOTUS (Podcast)

Investing, Energy, China, and SCOTUS (Podcast)

Investing, Energy, China, and SCOTUS (Podcast) Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he’s put so much into cash and why he believes a defensive play will give...

31 Loka 202241min

Big Tech, Markets, Energy, and Streaming (Podcast)

Big Tech, Markets, Energy, and Streaming (Podcast)

Cam Crise, Macro Strategist with Bloomberg News, joins the show to talk tech stocks and equities. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the roundtable to break dow...

28 Loka 202236min

Credit Suisse, Markets, and Industrials (Podcast)

Credit Suisse, Markets, and Industrials (Podcast)

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the three-year Credit Suisse restructuring plan. Matt Stucky, Senior Portfolio Ma...

27 Loka 202240min

Big Tech, Markets, and Earnings (Podcast)

Big Tech, Markets, and Earnings (Podcast)

Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, and Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, join to discuss Microsoft and Alphabet earnings an...

26 Loka 202240min

Bonds, ETFs, Ukraine, and Crypto (Podcast)

Bonds, ETFs, Ukraine, and Crypto (Podcast)

George Bory, Chief Investment Strategist, Fixed Income with AllSpring Global Investments, joins the show to discuss which sectors he sees as performing the strongest amid economic headwinds. Retired U...

25 Loka 202240min

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