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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Eaton Vance's Piantedosi: Opportunity in Pinnacle Foods (Audio)

Eaton Vance's Piantedosi: Opportunity in Pinnacle Foods (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Lew Piantedosi, Vice President and Director of Growth Equity for Eaton Vance, for a look at the equity markets and sectors he is inv...

19 Touko 201611min

Bloomberg's House on Puerto Rico Restructuring Debt Bill(Audio)

Bloomberg's House on Puerto Rico Restructuring Debt Bill(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Billy House, Bloomberg Congressional Reporter, on the House reaching an agreement with the Treasury on a Puerto Rico restructuring b...

19 Touko 201611min

Sanford's Oxgaard: Not Optimistic on Bayer-Monsanto Deal(Audio)

Sanford's Oxgaard: Not Optimistic on Bayer-Monsanto Deal(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jonas Oxgaard, Chemicals Equity Analyst at Sanford Bernstein, weighs in on Bayer AG's bid for Monsanto: he's not optimistic the deal...

19 Touko 20168min

Bloomberg's Micklethwait: Merkel Is Europe's Best Hope (Audio)

Bloomberg's Micklethwait: Merkel Is Europe's Best Hope (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Micklethwait, Editor-In-Chief for Bloomberg Editorial, on Europe, Germany's "fatigue", and Brexit.See omnystudio.com/listener f...

19 Touko 201611min

Wolfe's Mushkin Sees AMZN Becoming Horizontal Monopoly (Audio)

Wolfe's Mushkin Sees AMZN Becoming Horizontal Monopoly (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on Walmart earnings, Amazon and the retail space.See omnystudio.com/...

19 Touko 201611min

Conference Board's Goldstein on the April LEI Index (Audio)

Conference Board's Goldstein on the April LEI Index (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ken Goldstein, Economist with the Conference Board, on the April LEI index.See omnystudio.com/listener for privacy information.

19 Touko 20168min

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kevin Divney, Chief Investment Officer and Founder of Beaconcrest Capital, for a look at the market reaction to the Fed minutes, and...

18 Touko 201611min

Bloomberg's Boesler Confirms Fed Open to June Rate Hike (Audio)

Bloomberg's Boesler Confirms Fed Open to June Rate Hike (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Bloomberg Fed reporter Matthew Boesler breaks down the April FOMC minutes. Joined by Bloomberg stocks editor David W...

18 Touko 20166min

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