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(3326)

The White House's Impact on the Corporate Community

The White House's Impact on the Corporate Community

Rick Helfenbein, the president and CEO of the American Apparel and Footwear Association, discusses retail earnings, Nafta negotiations and the impact of White House actions on the corporate community....

18 Elo 201727min

Three Percent Inflation Looks Likely, Leuthold's Paulsen Says

Three Percent Inflation Looks Likely, Leuthold's Paulsen Says

Jim Paulsen, the chief investment strategist at the Leuthold Group, says three percent inflation looks likely. Chapdelaine & Co's Doug Borthwick talks about how the ECB is expressing concern over Euro...

17 Elo 201725min

Year-End Bloodbath Coming for Target, Amazon and Walmart, Mushkin Says

Year-End Bloodbath Coming for Target, Amazon and Walmart, Mushkin Says

Scott Mushkin, a senior retail analyst at Wolfe Research, gives an outlook for the retail sector. Josh Dettman, the president of Fintech Investment Group, talks about the soaring price of bitcoin. Ada...

16 Elo 201728min

Two Percent Growth is the New 3 Percent, So Invest Accordingly, Rhame Says

Two Percent Growth is the New 3 Percent, So Invest Accordingly, Rhame Says

Lara Rhame, a senior economist in fund strategy at FS Investments, talks about retail sales, consumer spending and economic growth expectations. Seema Shah, a consumer discretionary analyst at Bloombe...

15 Elo 201729min

Former Acting CIA Director Devine Is 'Very Concerned' About Korea

Former Acting CIA Director Devine Is 'Very Concerned' About Korea

Jack Devine, the former acting director of the CIA and founding partner and of the Arkin Group, tells Pimm Fox and Lisa Abramowicz why it's time for negotiation, not military action, with North Korea....

14 Elo 201727min

Programmatic Advertising Is the Future, Trade Desk CEO Says

Programmatic Advertising Is the Future, Trade Desk CEO Says

Jeff Green, CEO of Trade Desk, talks about the company's earnings and performance, going public and the landscape of the digital ad space. Craig Johnson, president of Customer Growth Partners, discuss...

11 Elo 201727min

China Can Be Pressured on Korea Prior to Crucial Party Congress, Rhodes Says

China Can Be Pressured on Korea Prior to Crucial Party Congress, Rhodes Says

Bill Rhodes, president and CEO of William Rhodes Global Advisors, talks about potential actions that could force China's hand on North Korea. George Mathew, CEO and chairman of Kespry, discusses the i...

10 Elo 201733min

Tellurian's Souki Expects Higher LNG Prices Globally in Two Years

Tellurian's Souki Expects Higher LNG Prices Globally in Two Years

Charif Souki, founder of Cheniere and chairman of Tellurian, discusses the LNG and potentially being sued by his former company. Burt Flickinger, managing director of Strategic Resource Group, provide...

9 Elo 201730min

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