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(3322)

The Fed, Earnings, and EV Chargers

The Fed, Earnings, and EV Chargers

Michael McKee, International Economics & Policy Correspondent with Bloomberg News, joins us to discuss what we can expect from the Fed next week and whether it will be the last hike of its historic ti...

21 Jul 202353min

Tesla, Netflix Energy, and Chris Christie

Tesla, Netflix Energy, and Chris Christie

Gina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins to discuss her research note on the new S&P bull market and what to make of earnings season thus far. Ann Hynes, Mizuho Am...

20 Jul 202350min

Banks, Housing, Markets, and UK CPI

Banks, Housing, Markets, and UK CPI

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins to talk about Goldman Sachs earnings and wraps big bank earnings. Erica Adelberg, MBS strategist with...

19 Jul 202351min

Retail Sales, Global Inflation and Biopharma Investing

Retail Sales, Global Inflation and Biopharma Investing

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the day's latest eco data. Kara Murphy, CIO at Kestra Investment Management, joins us in studio to talk stocks and i...

18 Jul 202342min

Earnings, Disney, Janet Yellen, and Fenway Sports Group

Earnings, Disney, Janet Yellen, and Fenway Sports Group

Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of...

17 Jul 202353min

Bank Earnings, Student Loans, Metals, Genpact, and James Bullard (Podcast)

Bank Earnings, Student Loans, Metals, Genpact, and James Bullard (Podcast)

Steve Matthews, US Economy Reporter for Bloomberg News, joins to talk about inflation data, including today’s UMich survey, earnings season’s market impact, the Fed, and James Bullard leaving the St. ...

14 Jul 202350min

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counse...

13 Jul 20231h

CPI, Euro Equities, The Fed, and Real Estate (Podcast)

CPI, Euro Equities, The Fed, and Real Estate (Podcast)

Anna Wong, Chief US Economist with Bloomberg Economics, joins to break down the June CPI reading and outlook for the Fed’s next move. Tim Craighead, Director of Research and Senior European Strategist...

12 Jul 20231h 1min

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