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(3326)

Inflation, COVID Boosters, And Walgreens (Podcast)

Inflation, COVID Boosters, And Walgreens (Podcast)

Vince Cignarella, Bloomberg News macro strategist, and Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, join the show to discuss the latest CPI and PPI data. Mona Mahajan, ...

13 Okt 202232min

Inflation, Israel, And Intel Job Cuts (Podcast)

Inflation, Israel, And Intel Job Cuts (Podcast)

Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, joins the show to talk about the huge job cuts coming to Intel and Uber and Lyft shares sliding yesterday following Labor Departme...

12 Okt 202242min

Yields, Web3, Credit Suisse, Retail, And Cruises (Podcast)

Yields, Web3, Credit Suisse, Retail, And Cruises (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasury yields and auctions. Cole Smead, President & Portfolio Manager at Smead Capital Management, gives his stock...

11 Okt 202234min

Equities, Cannabis, Chips, And Geopolitics (Podcast)

Equities, Cannabis, Chips, And Geopolitics (Podcast)

Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, and Cameron Crise, Macro Strategist with Bloomberg News, discuss the equity market ahead of inflation data and bank earnings this ...

10 Okt 202236min

DraftKings, Tech, Marijuana, and Steve Cohen (Podcast)

DraftKings, Tech, Marijuana, and Steve Cohen (Podcast)

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, discusses Credit Suisse offering to buy back debt. Geetha Ranganathan, Bloomberg Intelligence Analyst of US M...

7 Okt 202235min

Energy, Equities, and Tech (Podcast)

Energy, Equities, and Tech (Podcast)

Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the show to discuss European equities. Amena Bakr, Chief OPEC correspondent with Energy Intelligen...

6 Okt 202232min

Mortgages, Private Debt, Banks, and Twitter

Mortgages, Private Debt, Banks, and Twitter

Erica Adelberg, MBS strategist with Bloomberg Intelligence, discusses the mortgage market, interest rates, and the Fed. Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show fo...

5 Okt 202240min

Credit Suisse, Inflation, And Tesla (Podcast)

Credit Suisse, Inflation, And Tesla (Podcast)

Alison Williams, Bloomberg Intelligence Senior Global Banks & Asset Managers Analyst, joins the show to discuss Citic Securities outpacing Goldman Sachs as the top share sale arranger and Credit Suiss...

3 Okt 202240min

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