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 And The Fed In 2022

Markets And The Fed In 2022

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses the state of the economy and gives her market outlook for 2022. Darren Chervitz, Portfolio Manager at Jacob Asset Man...

8 Feb 202223min

Markets, Labor, And The Supply Chain

Markets, Labor, And The Supply Chain

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses markets and gives his economic outlook in 2022. Priya Misra, Managing Director and G...

7 Feb 202223min

Markets, Fintech, Cars, And Ice Cream

Markets, Fintech, Cars, And Ice Cream

Liz Young, Head of Investment Strategy at SoFi, joins the show to talk about markets and the economy in 2022. Robin Vince, Vice Chair and CEO of Global Market Infrastructure at BNY Mellon, joins the s...

28 Jan 202229min

The US Economy And Investing In Tech And Healthcare

The US Economy And Investing In Tech And Healthcare

Seth Carpenter, Morgan Stanley Chief Economist, talks about his US economic outlook for 2022 amid inflation and interest rate hikes. Lisa Chai, Partner at ROBO Global, talks about tech investment and ...

27 Jan 202224min

Interest Rates And Inflation In 2022

Interest Rates And Inflation In 2022

Ed Price, Senior Fellow and former British trade official at NYU, talks about the FOMC meeting and economic risks in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asse...

26 Jan 202220min

Market Volatility, Real Estate, And The Supply Chain

Market Volatility, Real Estate, And The Supply Chain

Ellen Zentner, Morgan Stanley Chief US Economist, talks about the upcoming FOMC meeting, the US economy, and inflation. Lynn Franco, Director of Economic Indicators and Surveys at The Conference Board...

25 Jan 202220min

Markets, Healthcare, And The Supply Chain

Markets, Healthcare, And The Supply Chain

Katie Nixon, CIO of Wealth Management at Northern Trust, discusses inflation risks and interest rates in 2022. Waqaas Al-Siddiq, CEO of Biotricity, talks about what he believes will be the post-pandem...

24 Jan 202228min

Markets, Oil, And Green Hydrogen

Markets, Oil, And Green Hydrogen

Jay Hatfield, CEO, founder, and portfolio manager at Infrastructure Capital Management, talks about markets, interest rate hikes, and gives his 2022 economic outlook. Regina Mayor, Principal, Global S...

21 Jan 202222min

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