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(3323)

Debt Ceiling, Hollywood Strike, Fed, and Banks (Podcast)

Debt Ceiling, Hollywood Strike, Fed, and Banks (Podcast)

Jay Hatfield, CEO at Infrastructure Capital Management, joins to talk about disinflation, bank turmoil, and FOMC outlook. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securit...

2 Mai 202349min

Marc Rowan, First Republic, Stagflation, and AI (Podcast)

Marc Rowan, First Republic, Stagflation, and AI (Podcast)

Sonali Basak interviews Apollo Global Management CEO Marc Rowan at the Milken Conference in LA. Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk JPMorgan’s acquisition of First ...

1 Mai 202356min

Amazon, Oil Earnings, First Republic, and Activision (Podcast)

Amazon, Oil Earnings, First Republic, and Activision (Podcast)

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. Dan Ives, Senior Equity Analyst at WedBush Secu...

28 Apr 202354min

Activision CEO, First Republic, Earnings, and Stock Picks

Activision CEO, First Republic, Earnings, and Stock Picks

Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. ...

27 Apr 202352min

Microsoft, First Republic, the Debt Ceiling, and Watches

Microsoft, First Republic, the Debt Ceiling, and Watches

Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh join for a tech roundtable, discussing Microsoft earnings and the Activision setback and previewing Meta earnings. Bloomberg I...

26 Apr 202353min

Consumer Health Amid Continued Rate Hikes

Consumer Health Amid Continued Rate Hikes

Dana Telsey, CEO and Chief Research Officer for Telsey Advisory Group, discusses consumer strength, the state of retail and inflation, and how it will all impact next week’s FOMC meeting. Hosted by Pa...

26 Apr 20238min

Tucker Carlson, Derivatives, Airline Investing, and GE

Tucker Carlson, Derivatives, Airline Investing, and GE

Wendy Schiller, Brown University professor of Politics, joins to talk about President Biden’s re-election campaign and the political fallout of the firing of Tucker Carlson. Mark Douglas, CEO at MNTN,...

25 Apr 202354min

Crypto, Geopolitical Risks and Motorcycles

Crypto, Geopolitical Risks and Motorcycles

Nicholas Bohnsack, CEO of Strategas Asset Management, discusses markets and gives his eco outlook.  Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss mark...

24 Apr 202345min

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