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)

Investing, Home Prices, And Fast-Food (Podcast)

Investing, Home Prices, And Fast-Food (Podcast)

Cameron Crise, Macro Strategist with Bloomberg News, discusses his latest “Macro Man” piece on same old school stocks still delivering results, particularly when it comes to FX and currency. Johan Gra...

24 Aug 202231min

Lending, Jay Powell, Oil, And EVs (Podcast)

Lending, Jay Powell, Oil, And EVs (Podcast)

Tim Lyne, CEO at Antares Capital, joins the show to talk about outlook for the economy and lending. Tim Craighead, for Bloomberg Intelligence, joins the show to discuss the European equity landscape a...

23 Aug 202233min

Markets, Retail, And Washington (Podcast)

Markets, Retail, And Washington (Podcast)

Mace McCain, CIO at Frost Investment Advisors, joins the show to discuss equities and investing strategies. Andrzej Skiba, Head of BlueBay US Fixed Income at RBC Global Asset Management, joins the sho...

22 Aug 202232min

Inflation, Crypto, Commodities, And Credit (Podcast)

Inflation, Crypto, Commodities, And Credit (Podcast)

Kara Murphy, CIO at Kestra Holdings, joins the show to discuss the Inflation Reduction Act’s impact on inflation, the economy, and investing. Everett Millman, Chief Markets Analyst at Gainsville Coins...

19 Aug 202226min

Afghanistan, The Fed, VC, And Inflation (Podcast)

Afghanistan, The Fed, VC, And Inflation (Podcast)

Annmarie Hordern, Washington correspondent with Bloomberg News, joins the show to discuss her story on Bloomberg helping an employee’s family escape the Taliban. Danielle DiMartino Booth, CEO and Chie...

18 Aug 202230min

Housing, Retail Sales, Energy, And Hiring (Podcast)

Housing, Retail Sales, Energy, And Hiring (Podcast)

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to talk about the housing market and the Fed. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, j...

17 Aug 202235min

Home Building, Consumers, And Green Products (Podcast)

Home Building, Consumers, And Green Products (Podcast)

Peter Jackson, CFO of Builders FirstSource, discusses construction and home building after Home Depot posted earnings today, his company’s performance, and outlook for construction and housing amid ec...

16 Aug 202228min

China, Ukraine, And Markets (Podcast)

China, Ukraine, And Markets (Podcast)

Hans Dau, CEO of the Mitchell Madison Group, talks about China cutting interest rates and concern over China’s economy. Jay Hatfield, CEO at Infrastructure Capital Management, discusses investing and ...

15 Aug 202228min

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