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(3328)

Jerome Powell’s Second Term And The Latest On Markets

Jerome Powell’s Second Term And The Latest On Markets

Kaleb Nygaard, Senior Research Associate at the Yale Program on Financial Stability and former statistical analyst at the Federal Reserve Bank of Chicago, discusses President Biden’s picks of Jerome P...

23 Nov 202125min

Biden Selects Powell To Lead Federal Reserve Again

Biden Selects Powell To Lead Federal Reserve Again

Craig Torres, Federal Reserve and U.S. Economy Reporter for Bloomberg News, has the latest on President Biden’s decision to nominate Jerome Powell to lead the Federal Reserve for another term. Brian V...

22 Nov 202124min

The Impact Of A European Coronavirus Lockdown

The Impact Of A European Coronavirus Lockdown

Janet Elkin, CEO of ICON Medical Network, discusses healthcare labor amid a coronavirus outbreak in Austria and its potential impact on staffing in the US healthcare system. Matt Winkler, Bloomberg Ne...

19 Nov 202123min

Economic Forecasts And Fed Chair Uncertainty

Economic Forecasts And Fed Chair Uncertainty

Jordan Kahn, CIO of the ACM Funds and Portfolio Manager of the ACM Dynamic Opportunity Fund, talks about markets and Visa stock slumping amid news that Amazon is going to stop accepting Visa payments ...

19 Nov 202128min

A Closer Look At The Fed And Renewables

A Closer Look At The Fed And Renewables

Janelle Woodward, President of MacKay Shields, talks about inflation, interest rates, the Federal Reserve, and her economic outlook. Vijay Manthripragada, CEO of Montrose Environmental Group, discusse...

18 Nov 202126min

Examining The Supply Chain, Labor, And Alternative Energy

Examining The Supply Chain, Labor, And Alternative Energy

Lisa Chai, Senior Analyst at ROBO Global, discusses supply chain issues, holiday shopping, and how warehouses are keeping up. Tom Gimbel, founder & CEO of the staffing and recruiting firm, LaSalle Net...

16 Nov 202127min

The Latest On Bond Markets, Fed Strategy And Investment Outlook

The Latest On Bond Markets, Fed Strategy And Investment Outlook

Ernesto Ramos, Chief Investment Officer, U.S. at BMO Global Asset Management, discusses the markets, investing, and the Federal Reserve. Priya Misra, Managing Director and Global Head of Rates Strateg...

15 Nov 202126min

Examining The Supply Chain, Markets, And ETFs

Examining The Supply Chain, Markets, And ETFs

Greg Hewitt, Chief Executive Officer of DHL Express USA, talks about supply chain bottlenecks and how it affects the economy. Kurt Sievers, President and CEO of NXP Semiconductors, discusses the suppl...

12 Nov 202127min

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