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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It’s Too Late For Smaller Asset Managers To Scale Up

It’s Too Late For Smaller Asset Managers To Scale Up

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on how the largest asset managers are increasing market share and putting the squeeze on their smaller rivals. Mark Douglas, CEO of Steel...

31 Loka 201828min

Stock Market Is Getting Close To Being Washed Out: Maley

Stock Market Is Getting Close To Being Washed Out: Maley

Matt Maley, Equity Strategist for Miller Tabak + Co., on markets and current investment outlook. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on GE earnings and outlook.  ...

30 Loka 201828min

Angela Merkel Pre-Empts Power Vacuum With Exit Strategy

Angela Merkel Pre-Empts Power Vacuum With Exit Strategy

Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on Angela Merkel’s strategy in exiting leadership of her party, and how this could impact the European landscap...

29 Loka 201826min

Such Strong GDP Isn’t Sustainable: KPMG’s Hunter

Such Strong GDP Isn’t Sustainable: KPMG’s Hunter

Constance Hunter, Chief Economist at KPMG, on GDP numbers, the Fed and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co. LTD, on Google and Amazon earnings, and the tech secto...

26 Loka 201831min

Tesla Stock Will Be Below $200 In Next 12 Months: Kudla

Tesla Stock Will Be Below $200 In Next 12 Months: Kudla

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla earnings and outlook.  Clint Watts, Senior Fellow at the Center for Cyber and Homeland Security at George Washin...

25 Loka 201827min

We're Going To See An Implosion In High-End Condos: Guterman

We're Going To See An Implosion In High-End Condos: Guterman

Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on risks in the condo market. Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on real estate investing...

24 Loka 201825min

MTA Homing In On Near-Term $33 Billion Upgrade Plan (Podcast)

MTA Homing In On Near-Term $33 Billion Upgrade Plan (Podcast)

Pat McCoy, Finance Director, New York Metropolitan Transportation Authority, on being a leader in selling municipal green bonds, and the capital needed to revamp the system. Sean McCarthy, CEO, and Bo...

23 Loka 201826min

Ford Bonds Are A Golden Opportunity If Rating Holds Up

Ford Bonds Are A Golden Opportunity If Rating Holds Up

Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on whether Ford credit could get cut to a junk rating. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan S...

22 Loka 201827min

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