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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Corn May Be Big Opportunity at These Levels, Gilbertie and McGlone Say

Corn May Be Big Opportunity at These Levels, Gilbertie and McGlone Say

Sal Gilbertie, president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, talk about opportunities in corn and soybeans, farmers squeezed by pri...

17 Marras 201729min

Millennial Consumers Aren't Willing to Pay for Digital Transactions, Bhatt Says

Millennial Consumers Aren't Willing to Pay for Digital Transactions, Bhatt Says

Baiju Bhatt, co-founder and co-CEO of Robinhood, discusses his commission-free investment app geared toward millennials. Shing Tao, chairman and CEO of Remark Holdings, talks about using their AI plat...

16 Marras 201726min

Amazon Bid Is Part of Toronto's Tech Investment Push, Mayor Tory Says

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Toronto Mayor John Tory discusses bidding for Amazon headquarters, the housing market, immigration and the economy. Kathleen McCarthy, senior managing director and global COO at The Blackstone Real Es...

15 Marras 201726min

Loomis Is Buying Junk Bonds Amid ETF Sales, Elaine Stokes Says

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Elaine Stokes, vice president and portfolio manager at Loomis Sayles Bond Fund, talks about bonds and the high yield market. Billy House, a congressional reporter at Bloomberg, discusses Jeff Sessions...

14 Marras 201728min

Alberto Gallo on How the American Dream Turned into Greed and Inequality

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Alberto Gallo, portfolio manager and head of macro strategies at Algebris Investments, talks about how the American dream turned into greed and inequality. Brooke Sutherland, a Bloomberg Gadfly column...

13 Marras 201725min

Smaller Companies Are Most Vulnerable to Tax-Cut Delays, Colas Says

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Nick Colas, co-founder of Datatrek Research and a Bloomberg Prophet, discusses how much the market could be at risk with a corporate tax cut delay. Chris Macke, founder of Solutionomics and Federal Re...

10 Marras 201728min

Junk Market Isn't a Buy Unless it Drops Another Five Percent, Loomis' Eagan Says

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Matt Eagan, vice president and portfolio manager for Loomis Sayles & Co., talks about the sell off in the high yield market. Ariel Cohen, senior fellow at the Atlantic Council and a principal at Inter...

9 Marras 201724min

Anita Hill Isn't Sure There Would Have Even Been a Nomination Today

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Anita Hill, a professor of law, public policy and women's studies at Brandeis University, talks about workplace culture in the 21st century and the fallout from the Weinstein scandal. Richard Gelfond,...

8 Marras 201733min

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