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.

Episoder(3321)

Drug Prices, FDIC Rules, VinFast, and CoreLogic (Podcast)

Drug Prices, FDIC Rules, VinFast, and CoreLogic (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed. Duane Wright, Senior Government Analyst with Bloomberg Intelligence, joins to talk drug-pricing negotiation...

29 Aug 202351min

Commodities, Instacart, 3M, and Hawaiian Electric (Podcast)

Commodities, Instacart, 3M, and Hawaiian Electric (Podcast)

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss commodities, gold, and outlook for the economy. Brianne Lynch, Head of Market Insight at EquityZen, joins the progra...

28 Aug 202350min

Breaking Down Jackson Hole and Jay Powell (Podcast)

Breaking Down Jackson Hole and Jay Powell (Podcast)

Joe Weisenthal, host of the Bloomberg Odd Lots podcast, joins from Wyoming to talk about Jay Powell and Jackson Hole. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins for a...

25 Aug 202329min

GOP Debate, Nvidia, Russia, and Subway (Podcast)

GOP Debate, Nvidia, Russia, and Subway (Podcast)

Wendy Schiller, at Brown University, joins us to break down the GOP debate. Mick Mulroy, co-founder of the Lobo Institute, talks about the war in Ukraine, Republican responses to it, and the death of ...

25 Aug 20231h 5min

SEC, Mortgage Rates, Space, and CRE (Podcast)

SEC, Mortgage Rates, Space, and CRE (Podcast)

Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, also joins to discuss the SEC rules. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to break down New Home Sales, ...

23 Aug 202347min

Arm IPO, Choice Hotels, Banks, and Microsoft (Podcast)

Arm IPO, Choice Hotels, Banks, and Microsoft (Podcast)

Bailey Lipschultz, markets reporter with Bloomberg News, joins to discuss the IPO of Arm Holdings. Anna Scozzafava, General Manager and VP at Choice Hotels (NYSE: CHH), joins the show to talk about he...

22 Aug 202354min

Markets, Apple and ESPN, and Mecum Auctions (Podcast)

Markets, Apple and ESPN, and Mecum Auctions (Podcast)

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Claudia Sahm, founder of Sahm Consulting, former Fed e...

21 Aug 20231h 4min

Fed, Deere, US Steel, Vivek Ramaswamy, and Gambling.com Group

Fed, Deere, US Steel, Vivek Ramaswamy, and Gambling.com Group

Ira Jersey, Chief US Interest Rates Strategist at Bloomberg Intelligence, joins to discuss the Fed and global eco pressures. Brooke Sutherland, columnist with Bloomberg Opinion, joins to break down De...

18 Aug 202356min

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