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)

Boris Johnson, The Yen, And The Fed (Podcast)

Boris Johnson, The Yen, And The Fed (Podcast)

John Authers, senior editor with Bloomberg Opinion, joins us to talk about the resignation of Boris Johnson. Masa Takeda, portfolio manager, Hennessy Japan Fund, discusses the Bank of Japan, the econo...

7 Jul 202228min

Sun Valley, Regulations, And Markets (Podcast)

Sun Valley, Regulations, And Markets (Podcast)

Sonali Basak, Wall Street reporter with Bloomberg News, joins us from Idaho to report on the Sun Valley Conference this year. Raj Rajaratnam, author and former manager of the hedge fund Galleon Group,...

6 Jul 202233min

Markets, US Economy, And The Supply Chain (Podcast)

Markets, US Economy, And The Supply Chain (Podcast)

Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets, the economy, and investing amid rising interest rates and inflation. Gary Shilling, President of A. Gary Shilling & Co....

5 Jul 202228min

Markets, ETFs, Travel, And Top Gun (Podcast)

Markets, ETFs, Travel, And Top Gun (Podcast)

Ross Mayfield, Chief Investment Strategist at Baird Private Wealth Management, talks about markets and investing strategies. Katie Greifeld, cross asset reporter with Bloomberg News, discusses her rec...

1 Jul 202223min

Markets, SCOTUS, Crypto, And Real Estate (Podcast)

Markets, SCOTUS, Crypto, And Real Estate (Podcast)

Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses markets and the economy as interest rates rise and inflation persists. June Grasso, host of “Bloomberg Law,” discusses the latest ...

30 Jun 202222min

Jay Powell, January 6, Real Estate, And Markets (Podcast)

Jay Powell, January 6, Real Estate, And Markets (Podcast)

Steve Matthews, US Economy reporter for Bloomberg News, discusses Jay Powell and other central bank leaders speaking at the Sintra panel in Portugal. Tim O’Brien, Senior Columnist with Bloomberg Opini...

29 Jun 202229min

Energy, Electric Vehicles, And The Economy (Podcast)

Energy, Electric Vehicles, And The Economy (Podcast)

Liz Young, Head of Investment Strategy at SoFi, joins the show to talk energy and investing in risk assets. Josh Aviv, CEO of Sparkcharge, discusses charging stations for electric vehicles and the EV ...

28 Jun 202229min

Bonds, Markets, And ETFs (Podcast)

Bonds, Markets, And ETFs (Podcast)

Liz McCormick, Chief Correspondent: Global Macro Markets for Bloomberg News, discusses the MLIV pulse survey on how much more the Fed will tighten and the predicament facing bond traders. Dr. Brian Ja...

27 Jun 202229min

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