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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Markets, Oil, And Green Hydrogen

Markets, Oil, And Green Hydrogen

Jay Hatfield, CEO, founder, and portfolio manager at Infrastructure Capital Management, talks about markets, interest rate hikes, and gives his 2022 economic outlook. Regina Mayor, Principal, Global S...

21 Tammi 202222min

Inflation, Health Tech, And Alcoa’s Strong Q4

Inflation, Health Tech, And Alcoa’s Strong Q4

Jim Lowell, CIO of Adviser Investments, talks about investment strategies for 2022 amid interest rate hikes and Fed tapering. Bill Oplinger, CFO and Executive VP at Alcoa, talks about the company’s Q4...

20 Tammi 202228min

Markets, Fixed Income, And Crypto Investments

Markets, Fixed Income, And Crypto Investments

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses markets and inflation as the Fed looks to hike interest rates this year. David Dietze, Managing Principal and S...

19 Tammi 202221min

Markets, REITs, And Flying Private

Markets, REITs, And Flying Private

Adam Coons, Portfolio Manager with Winthrop Capital Management, discusses markets, interest rate hikes, and gives his 2022 economic outlook. Liz Young, Head of Investment Strategy at SoFi, joins the s...

18 Tammi 202224min

Retail Sales, Inflation, And Solar Energy

Retail Sales, Inflation, And Solar Energy

David Riley, Chief Investment Strategist at BlueBay Asset Management, discusses the markets, inflation, and gives his market outlook for 2022. JJ Kinahan, Chief Market Strategist at TD Ameritrade, joi...

14 Tammi 202223min

The Markets And Economy Amid Rising Inflation

The Markets And Economy Amid Rising Inflation

Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tammy Haygood, financial a...

13 Tammi 202225min

Markets, 5G, And Supply Chain Bottlenecks

Markets, 5G, And Supply Chain Bottlenecks

Dave Ellison, Portfolio Manager of the Hennessy Large and Small Cap Financial Funds, gives his 2022 economic outlook amid inflation. Alex Chaloff, co-Head of Investment Strategies at Bernstein Private...

12 Tammi 202224min

The Supply Chain, Semiconductors, And Real Estate

The Supply Chain, Semiconductors, And Real Estate

Sampath Sowmyanarayan, Chief Revenue Officer at Verizon, discusses the supply chain, 5G, and helping lead Verizon through pandemic. Nakul Duggal, Senior Vice President and General Manager of Automotiv...

10 Tammi 202224min

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