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(3330)

Leveraged-Loan Tourists Are Waking Up To Big Risks

Leveraged-Loan Tourists Are Waking Up To Big Risks

Tom Kennedy, Head of Fixed Income Strategy, J.P. Morgan Private Bank, discusses how widening credit spreads are impacting the leveraged loan market. Therese Raphael, Bloomberg Opinion columnist, and J...

10 Joulu 201831min

Russia Has Emerged As A Critical Broker In Global Oil Markets

Russia Has Emerged As A Critical Broker In Global Oil Markets

Meghan O'Sullivan, professor of international affairs at Harvard’s Kennedy School, a senior fellow at the Council on Foreign Relations, and a Bloomberg Opinion columnist, discusses why oil prices have...

7 Joulu 201829min

OPEC Cancels Press Conference In Unusual Move: Schenker (Podcast)

OPEC Cancels Press Conference In Unusual Move: Schenker (Podcast)

Jason Schenker, President of Prestige Economics and Chairman of The Futurist Institute, discusses the cancelled OPEC meeting in Vienna. Woo Jin Ho, Technology analyst for Bloomberg Intelligence, and M...

6 Joulu 201828min

Agricultural Economy Is Softer, More Vulnerable Now: CoBank CEO

Agricultural Economy Is Softer, More Vulnerable Now: CoBank CEO

Tom Halverson, CEO of CoBank, discusses the agricultural economy, as trade tariffs take their toll. Clive Crook, Bloomberg Opinion editor, on the EU ruling that the U.K. should be allowed to reverse B...

4 Joulu 201827min

Higher-End Housing In U.S. Could See 30-50% Price Drop (Podcast)

Higher-End Housing In U.S. Could See 30-50% Price Drop (Podcast)

Jeanie Wyatt, CEO and CIO of South Texas Money Management, discusses markets, risks in the housing sector, and her current stock picks.  Ellen Wald, President of Transversal Consulting and Nonresident...

3 Joulu 201829min

Argentina Is Biggest Risk Facing Emerging Market Credit

Argentina Is Biggest Risk Facing Emerging Market Credit

Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on G20 and emerging markets. Jonathan Tepper, Founder of Variant Perception and Bloomberg Opinion columnist, discusses hi...

30 Marras 201826min

Deutsche Bank’s Board Can't Seem To Grasp Corporate Governance

Deutsche Bank’s Board Can't Seem To Grasp Corporate Governance

Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Deutsche Bank’s Control Failings Become Acute," following a raid on the company related to money-laundering. June Grasso, Legal Anal...

29 Marras 201828min

Tariffs Driving Some Production Back To China: Volvo CEO

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Volvo CEO Hakan Samuelsson, on why they’re at the LA Auto show without any cars on the stand, the global demand cycle for autos, and thoughts on GM. Frans Muller, President & CEO of Ahold Delhaize, on...

28 Marras 201830min

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