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.

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Episoder(3322)

Markets, Chevrolet, and Hunter Biden (Podcast)

Markets, Chevrolet, and Hunter Biden (Podcast)

Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various e...

11 Aug 202353min

Disney, Tapestry, Monterey, and University Endowments (Podcast)

Disney, Tapestry, Monterey, and University Endowments (Podcast)

Mark Douglas, CEO at MNTN, joins to discuss Disney earnings and outlook for streaming. Kriti Gupta, host of Bloomberg Surveillance: Early Edition and markets correspondent for Blomberg News, joins to ...

10 Aug 20231h 4min

China, Real Estate, General Motors, and Roblox (Podcast)

China, Real Estate, General Motors, and Roblox (Podcast)

Tom Orlik, Chief Asia Economist with Bloomberg Economics, joins to discuss deflation in China. Odeta Kushi, deputy chief economist at First American, joins us to talk about housing and if the sector i...

9 Aug 202350min

Markets, Banks, UPS, and Novo (Podcast)

Markets, Banks, UPS, and Novo (Podcast)

Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Lee Klaskow, Senior Analyst of Freight...

8 Aug 202357min

Markets, Yellow, ETFs, and Jeff Currie

Markets, Yellow, ETFs, and Jeff Currie

Lee Klaskow, Senior Analyst of Freight Transportation and Logistics, on Yellow’s bankruptcy. Sri Natarajan, Wall Street reporter with Bloomberg News, joins us to discuss Jeff Currie leaving Goldman Sa...

7 Aug 202343min

Jobs Day, Austan Goolsbee, Tech Earnings, and DEI (Podcast)

Jobs Day, Austan Goolsbee, Tech Earnings, and DEI (Podcast)

Bloomberg's David Westin interviews Chicago Fed president Austan Goolsbee in Aspen, CO. Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Bloomberg Intelligence senio...

4 Aug 20231h 4min

Big Tech, Bank of England, Amazon, and Barbie

Big Tech, Bank of England, Amazon, and Barbie

David Westin interviews Bank of America CEO Brian Moynihan. Vania Stavrakeva, economics professor at London Business School, joins to break down the Bank of England decision today and euro economies. ...

3 Aug 202353min

Trump, Rates, Fitch, and Earnings (Podcast)

Trump, Rates, Fitch, and Earnings (Podcast)

Nick Akerman, former assistant Special Watergate prosecutor, discusses the legal fallout from Trump indictment. Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to disc...

2 Aug 202352min

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