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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EM Investors Are Very Worried About China: Van Eck’s Fine

EM Investors Are Very Worried About China: Van Eck’s Fine

Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on emerging markets, China fears and the IMF. Marty Schenker, Chief Content Officer for Bloomberg News, on the p...

19 Loka 201828min

The Smart Money May Be Getting Out of the Market Now: Booth

The Smart Money May Be Getting Out of the Market Now: Booth

Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, and a Bloomberg Opinion columnist, discusses red flags in the economy. Dr. Ellen Wald, President of Transversal Consul...

18 Loka 201826min

Digital Currencies Are Entering A Third Phase: CoinShares Chair

Digital Currencies Are Entering A Third Phase: CoinShares Chair

CoinShares Chairman Danny Masters discusses Fidelity’s new client offering, and the outlook for crypto currencies. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, discusses h...

17 Loka 201825min

The Saudis Need To Pick A Fall Guy: CIA Veteran Devine

The Saudis Need To Pick A Fall Guy: CIA Veteran Devine

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the escalating crisis in Saudi Arabia.  Chris Whalen, Chairman of Whalen Globa...

16 Loka 201828min

Trump Steering Economy To An Outdated Model: Joe Stiglitz

Trump Steering Economy To An Outdated Model: Joe Stiglitz

Guests: Joe Stiglitz, Nobel Laureate in Economics and Professor at Columbia University, discusses the deficit, trade wars, and how America must be lead towards the new, service economy. Noel Hebert, D...

15 Loka 201830min

Avoid Banks, More Downside Coming: Charles Peabody (Podcast)

Avoid Banks, More Downside Coming: Charles Peabody (Podcast)

Charles Peabody, President of Portales Partners LLC, on bank earnings and why it’s not a good time to buy the sector. Nokia Chairman Risto Siilasmaa, discusses his new book, " Transforming NOKIA: The ...

12 Loka 201828min

The Fed Isn’t Crazy, Trump’s Trade War Is: David Kotok

The Fed Isn’t Crazy, Trump’s Trade War Is: David Kotok

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on the market selloff, Trump blaming the Fed, and his current economic outlook. Will Hares, European energy analyst for Bloombe...

11 Loka 201829min

China Must Decide On Growth Or Deleveraging: Magnus

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George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on his new book, "Red Flags: Why Xi’s China is in Jeopardy."Matt Chiodi, Vice President and Chief I...

10 Loka 201828min

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