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)

Energy, The Fed, And Germany (Podcast)

Energy, The Fed, And Germany (Podcast)

Jonathan Maxwell, CEO and founder of Sustainable Development Capital LLP, talks about the fight for energy in the Ukraine war, European energy security and a potential German crisis, and the outlook f...

29 Jul 202227min

GDP, Markets, And Frontier Airlines (Podcast)

GDP, Markets, And Frontier Airlines (Podcast)

Yelena Shulyatyeva, Senior US Economist with Bloomberg News, discusses the economic outlook for the second half of the year following the latest GDP figures. Rick Pitcairn, CIO at Pitcarin, discusses ...

28 Jul 202234min

Markets, The Fed, And Credit Suisse (Podcast)

Markets, The Fed, And Credit Suisse (Podcast)

Vince Cignarella, Global Macro Strategist with Bloomberg News, discusses the Fed, economy, and investing strategies amid inflation. Sonali Basak, Wall Street reporter with Bloomberg News, discusses Cr...

27 Jul 202234min

Markets, Ukraine, Retail, And The Fed (Podcast)

Markets, Ukraine, Retail, And The Fed (Podcast)

Natalie Trevithick, head of Investment Grade Credit Strategy at Payden & Rygel, discusses the economy and investment strategies in the second half of the year. Valentin Nalyvaichenko, member of Ukrain...

26 Jul 202233min

Markets, Inflation, And Volkswagen (Podcast)

Markets, Inflation, And Volkswagen (Podcast)

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and the economy. Steven Oh, Global Head of Fixed Income at PineBridge Investments, talks about the economy, i...

25 Jul 202225min

Markets, Twitter, And The Night Effect (Podcast)

Markets, Twitter, And The Night Effect (Podcast)

Pooja Kumra, Senior European Rates Strategist at TD, discusses the ECB raising rates and the European economy. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, talks about investing ...

22 Jul 202227min

Europe, Equities, And Bonds (Podcast)

Europe, Equities, And Bonds (Podcast)

Maeva Cousin, Euro-area economist with Bloomberg Economics, discusses the ECB raising rates and the impact of Mario Draghi’s resignation on the Eurozone. Ed Price, senior fellow at NYU and political e...

21 Jul 202223min

Markets, Streaming, And Crypto (Podcast)

Markets, Streaming, And Crypto (Podcast)

Luca Paolini, Chief Strategist at Pictet Asset Management, talks about investment strategies in the second half of the year. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets...

20 Jul 202227min

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