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)

Private Equity, EVs, And Rails (Podcast)

Private Equity, EVs, And Rails (Podcast)

Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins the show to talk about private equity and weathering the storms of inflation and market volatility. Elisabeth Behrmann, head...

16 Sep 202233min

Retail Sales, AI Investing, EVs, And Adobe (Podcast)

Retail Sales, AI Investing, EVs, And Adobe (Podcast)

Anjee Solanki, National Director of Retail, US at Colliers (NASDAQ: CIGI), joins the show to discuss August retail sales, consumer strength, and inflation. Brent Schutte, Chief Investment Strategist a...

15 Sep 202239min

The Markets, The Cloud, The Merge, And A Rail Strike

The Markets, The Cloud, The Merge, And A Rail Strike

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show for his weekly hit to discuss his weekly column on why the Fed raising rates will do “nothing” to help curb higher prices. A...

14 Sep 202230min

Inflation Data Tops Estimates, Markets React (Correct)

Inflation Data Tops Estimates, Markets React (Correct)

Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey joins the show to parse through higher than expected inflation data. Shawn Cruz, Senior Manager, Trader Services and Client Advocacy...

13 Sep 202244min

Inflation Data Outlook, Fintech, SALT, Ukraine Latest

Inflation Data Outlook, Fintech, SALT, Ukraine Latest

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, joins the show to discuss her outlook on the Fed with CPI data due this week. David Dietze, managing principal and Senior...

12 Sep 202233min

Queen Elizabeth, Bond Market, Compound King ETFs

Queen Elizabeth, Bond Market, Compound King ETFs

Bloomberg Opinion Columnist John Authers joins the show to discuss the life and legacy of Queen Elizabeth II, while also discuss the immediate impact of her death on the UK. Adam Coons, portfolio mana...

9 Sep 202225min

The Fed, ECB, M&A, And Rising Prices

The Fed, ECB, M&A, And Rising Prices

Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the Fed and Jay Powell’s path to crushing inflation. Ted Smith, co-founder and president at Union Square Advisors, joins the sho...

8 Sep 202232min

The Strong Dollar, Apple, And Oil (Podcast)

The Strong Dollar, Apple, And Oil (Podcast)

Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, the Fed, and currency and FX. Mark Smith, Senior VP-Investments at Wells Fargo A...

7 Sep 202234min

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