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(3332)

AnitaB.org CEO on Keeping Women Working During Pandemic

AnitaB.org CEO on Keeping Women Working During Pandemic

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses his current investment outlook after the market rout. Bloomberg News Opinion Columni...

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Bond Inflation Gauge Is Distorted by Fed: Jim Bianco

Bond Inflation Gauge Is Distorted by Fed: Jim Bianco

Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion contributor, on the bond market tantrum. ICON CEO Dr. Steve Cutler discusses the ICON-PRA Health Sciences deal, the largest h...

26 Feb 202125min

Analyst Mike Mayo: Banks Are On the Road To Record Efficiency

Analyst Mike Mayo: Banks Are On the Road To Record Efficiency

Mike Mayo, Senior Banks Analyst at Wells Fargo Securities, on why bank stocks are on the rise. Bess Freedman, CEO of New York-based brokerage Brown Harris Stevens, on 2021 market conditions and trends...

25 Feb 202134min

Ark Funds Are Taking In As Much Flows As BlackRock: BI's Balchunas

Ark Funds Are Taking In As Much Flows As BlackRock: BI's Balchunas

Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence, on the story riveting the ETF market: Cathie Wood and the Ark Funds. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligen...

24 Feb 202130min

Fed Chair Powell Remains Resolute: Riccadonna, Emons

Fed Chair Powell Remains Resolute: Riccadonna, Emons

Carl Riccadonna, Chief US Economist for Bloomberg Economics, and Ben Emons, Managing Director, Global Macro Strategy, Medley Advisors, on key takeaways from Fed Chair Powell’s semi-annual report to Co...

23 Feb 202130min

Hottest M&A Sectors Now Are Tech, Health Care: Lincoln International

Hottest M&A Sectors Now Are Tech, Health Care: Lincoln International

Rob Brown, CEO of Lincoln International, on the red hot state of M&A. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Ford’s new electric Mustang Mach E, and why this could be a probl...

22 Feb 202126min

Ending Short Selling Would Be A Mistake: Former E*Trade CEO

Ending Short Selling Would Be A Mistake: Former E*Trade CEO

Former E*Trade CEO Karl Roessner, CEO of Lefteris Acquisition, reacts to the GameStop hearing and what changes may come. Logan Mohtashami, housing data analyst and Lead Analyst for HousingWire, on why...

19 Feb 202127min

A Deep Dive Into The GameStop Hearing: MIT's Aral, Ritholtz

A Deep Dive Into The GameStop Hearing: MIT's Aral, Ritholtz

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on why Robinhood is being unfairly targeted. Sinan Aral, Director of the MIT Initia...

18 Feb 202130min

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