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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Less-Liquid Credit Markets Are Pushing Traders to CDX:

Less-Liquid Credit Markets Are Pushing Traders to CDX:

Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, discusses his 3rd Quarter global outlook. Michael Zeldin, former federal prosecutor and Robert Mueller's former Special Assi...

23 Heinä 201930min

Don't Try to Trade This Market: Fidelity's Timmer

Don't Try to Trade This Market: Fidelity's Timmer

Jurien Timmer, Fidelity Investments Director: Global Macro, discusses if the Fed should cut rates during a pivotal time in earning season. Ariel Cohen, Senior Fellow at the Atlantic Council and Foundi...

22 Heinä 201928min

You Can't Issue Debt Forever: State Street's Loh

You Can't Issue Debt Forever: State Street's Loh

Marvin Loh, Global Macro Strategist at State Street, on the Fed, the economy, and debt ceiling. Seth Grae, President and CEO of Lightbridge, to discuss Iran breaking the nuclear deal, what needs to be...

19 Heinä 201927min

Netflix Shares Plunge; Morgan Stanley Posts Steep Trading Slide

Netflix Shares Plunge; Morgan Stanley Posts Steep Trading Slide

Ken Leon, Global Director of Equity Research at CFRA, on Morgan Stanley posting steepest trading slide on Wall Street. Bloomberg Opinion Columnist Shira Ovide discusses NetFlix plunging on falling sub...

18 Heinä 201918min

Housing Starts Fall to 3-Month Low: BofA Earnings Recap

Housing Starts Fall to 3-Month Low: BofA Earnings Recap

Renaissance Macro economist Neil Dutta on Housing Starts falling: Bloomberg News Federal Reserve Reporter Christopher Condon on Trump vs. Powell. Bloomberg Intelligence senior financial analyst Alison...

17 Heinä 201928min

Facebook Takes Heat From Skeptical Senators on Libra

Facebook Takes Heat From Skeptical Senators on Libra

Lionel Laurent, Bloomberg Opinion columnist, on Facebook’s David Marcus testimony before the Senate Banking committee on their new cryptocurrency, Libra. Steve Silver, President and COO of Krasdale Fo...

16 Heinä 201925min

Pervasive Pessimism Is a Reason to Be Bullish: Hyzy

Pervasive Pessimism Is a Reason to Be Bullish: Hyzy

Chris Hyzy, Chief Investment Officer at Bank of America Global Wealth & Investment Management, with his mid-year outlook and asset allocation changes to consider. Tad Rivelle, Chief Investment Officer...

15 Heinä 201929min

Stocks at Records; Labor Chief Acosta to Quit

Stocks at Records; Labor Chief Acosta to Quit

Bloomberg News Washington Bureau Chief Craig Gordon on Alex Acosta Resigning as Labor Secretary. Bruce Bittles, Chief Investment Officer at Baird, on stocks at record Highs. Bloomberg Chief U.S. Econo...

12 Heinä 201923min

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