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(3327)

Markets, Energy, And Esports (Podcast

Markets, Energy, And Esports (Podcast

Chris Harvey, Head of Equity Strategy at Wells Fargo, discusses investing and the economy amid rising inflation and geopolitical tensions. Angie Gildea, KPMG US Energy Sector Leader, discusses rising ...

18 Feb 202219min

Investing, ETFs, And The Economy

Investing, ETFs, And The Economy

Mark Yusko, CEO and CIO of Morgan Creek Capital Management, talks about markets, investing, and inflation. Michael McKee, Global Chief Economist for Bloomberg News, discusses the Federal Reserve and t...

17 Feb 202225min

The Fed, Retail Sales, and The Great Resignation

The Fed, Retail Sales, and The Great Resignation

Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, talks about Fed minutes, inflation, and interest rates. Jennifer Lee, Senior Economist and Managing Director with BMO Capit...

16 Feb 202224min

Market Outlook And Supply Chain Constraints

Market Outlook And Supply Chain Constraints

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the treasury market and Fed pricing. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee fr...

15 Feb 202223min

The Markets, Ukraine, Cyberthreats, And Supply Risks

The Markets, Ukraine, Cyberthreats, And Supply Risks

Katie Nixon, CIO of Wealth Management at Northern Trust, discusses economic risks and inflation in 2022. David Britton, Global Strategy for Identity & Fraud at Experian, talks about internet fraud and...

14 Feb 202222min

Interest Rates, Data Protection, And  NBC

Interest Rates, Data Protection, And NBC

Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses inflation and investing. Gerry Smith, Bloomberg News media reporter, discusses Super Bowl ad prices, Olympic ratings,...

11 Feb 202219min

CPI Data, Cybersecurity, And Tech

CPI Data, Cybersecurity, And Tech

Avery Sheffield, Co-founder & CIO of VantageRock at Rockefeller Asset Management, discusses CPI data and the consumer sector. Ben Slavin, BNY Mellon Global Head of ETFs Asset Servicing, talks ETFs, in...

10 Feb 202222min

Investing, Gaming, And Cybersecurity

Investing, Gaming, And Cybersecurity

Jay Bryson, Wells Fargo Chief Economist, discusses markets and gives his economic outlook for 2022. Andy Paul, CEO of Corsair Gaming, discusses gaming streaming and computer hardware. Guy Davis, Manag...

9 Feb 202225min

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