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(3333)

Stimulus Gridlock Will Test Fed's Toolbox: State Street's Loh

Stimulus Gridlock Will Test Fed's Toolbox: State Street's Loh

Marvin Loh, Global Macro Strategist at State Street, on what to expect from the Fed, as the likelihood of a split government dampens stimulus expectations. Kate Barton, Global Vice Chair of Tax at EY,...

5 Nov 202033min

No Plausible Legal Grounds To Contest Election: Levitt

No Plausible Legal Grounds To Contest Election: Levitt

Justin Levitt, Professor of Constitutional Law at Loyola Law School, on why there isn't a legal basis for contesting the election. David Kotok, Chairman & Chief Investment Officer at Cumberland Adviso...

4 Nov 202031min

Contested Election Is Worst Case For Markets: Invesco's Hooper

Contested Election Is Worst Case For Markets: Invesco's Hooper

Kristina Hooper, Invesco Chief Global Market Strategist, on election scenarios and avoiding fear-driven decisions. Wendy Schiller, Chair of Political Science at Brown University, on why the election i...

3 Nov 202027min

The Return of Inflation Pushing Up Yields in 2021: Bianco

The Return of Inflation Pushing Up Yields in 2021: Bianco

Jim Bianco, Founder and President of Bianco Research, on how bond markets pricing in the election. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Her...

2 Nov 202027min

U.S. May Need France-Like Lockdowns to Beat Covid

U.S. May Need France-Like Lockdowns to Beat Covid

Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, discusses his column: "U.S. May Need France-Like Lockdowns to Beat Covid." Laura Martin, Senior Media Ana...

30 Okt 202028min

Low-Rated Junk Bonds Not Properly Pricing Risk: TCW's Rivelle

Low-Rated Junk Bonds Not Properly Pricing Risk: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on his investment strategy and outlook for fixed income markets. Constance Hunter, Chief Economist at KPMG, on GDP and economic out...

29 Okt 202026min

Big Media Fends Off Congress Over Content: SocialFlow CEO

Big Media Fends Off Congress Over Content: SocialFlow CEO

Jim Anderson, CEO of SocialFlow, on the Senate hearing with Facebook, Boogon Big Media's protection from legal liability for user content. Gina Martin Adams, Chief Equity Analyst for Bloomberg Intelli...

28 Okt 202032min

The October Consumer Confidence Index

The October Consumer Confidence Index

Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, discusses the October Consumer Confidence Index. Ira Jersey, Chief US interest rate strategist for Bloomberg In...

27 Okt 202026min

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