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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Why It's Time to Sell High Yield

Why It's Time to Sell High Yield

Peter Tchir, head of macro strategy for Brean Capital, tells Pimm Fox and Lisa Abramowicz why it's time to sell high yield. Bloomberg's Jamie Butters talks about declining U.S. auto sales. Bloomberg's...

1 Touko 201727min

Amazon & Google Are Defining Consumerism's Future, Munster Says

Amazon & Google Are Defining Consumerism's Future, Munster Says

Gene Munster, co-founder of Loup Ventures, says Amazon and Google are defining the way consumers expect retail and media to evolve. Constance Hunter, chief economist at KPMG, says we're in the eighth ...

28 Huhti 201727min

What's Happening to the Retail Industry?

What's Happening to the Retail Industry?

Chris Volk, CEO of Store Capital, tells Pimm Fox and Lisa Abramowicz what's happening in the shifting retail landscape and how that may hurt commercial real estate. Bloomberg's Doug Alexander talks ab...

27 Huhti 201724min

NBA's Byron Scott on Leadership On and Off The Court

NBA's Byron Scott on Leadership On and Off The Court

Former LA Lakers coach Byron Scott and Freshpet Chairman Charles Norris discuss their book, "Slam-Dunk Success: Leading From Every Position on Life's Court." Dor Skuler, CEO of Intuition Robotics, tal...

26 Huhti 201723min

The Future of Energy

The Future of Energy

Live from the 2017 Future of Energy Summit, Christopher Ailman, the CIO of the California State Teachers' Retirement System, discusses the divestment of fossil fuels. Ralph Izzo, the chairman, preside...

25 Huhti 201721min

Will Trump's 100th Day Be Greeted With a Shutdown?

Will Trump's 100th Day Be Greeted With a Shutdown?

Bloomberg's Laura Litvan discusses the possibility of a government shutdown and whether Trump's border wall demands will be a factor. Carl Pope, a Bloomberg View contributor and the former executive d...

24 Huhti 201722min

Issuance Process for 100-Year Bonds Is Too Risky, Cloherty Says

Issuance Process for 100-Year Bonds Is Too Risky, Cloherty Says

Michael Cloherty, the head of U.S. interest-rate strategy at RBC Capital Markets, says the issuance process for U.S. 100-year bonds is too risky as he talks about Treasury Secretary Steve Mnuchin's id...

21 Huhti 201728min

Johnson Says He Would Short Steel Based on Trump Protectionism

Johnson Says He Would Short Steel Based on Trump Protectionism

Axiom Capital's Gordon Johnson says he would be shorting steel stocks based on Trump's protectionism. David Congdon, CEO of Old Dominion Freight Line, discusses working with Trump on infrastructure re...

20 Huhti 201731min

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