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)

Oil Demand Hopes Crushed By Covid Resurgence: Again's Kilduff

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Bolthouse Farms CEO Jeff Dunn on building a plant-based food economy. Brian Chappatta, Bloomberg Opinion debt columnist, discusses his column on the 1MDB scandal: "Goldman Clawbacks More Stunning Than...

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Leslie Falconio, senior strategist at UBS Global Wealth Management, discusses how investors can add yield to their portfolios. Don McCree, Head of Commercial Banking at Citizens Bank, on the continued...

22 Okt 202028min

Epic S&P Rally Is Powered By Assets You Can't See or Touch

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Sarah Ponczek, Bloomberg cross-asset reporter, on how the epic S&P rally is powered by intangibles like algorithms and brands and lists. Joe Nocera, Bloomberg Opinion columnist, discusses his column: ...

21 Okt 202027min

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Jennifer Rie, Senior Litigation Analyst for Bloomberg intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on the DOJ accusing Google of abusing market power. Kenneth Laub, composer, produ...

20 Okt 202026min

China's Recovery Lacks Consumer Demand: China Beige Book

China's Recovery Lacks Consumer Demand: China Beige Book

Leland Miller, CEO of China Beige Book International, on why China's economic recovery is not so healthy. Robert Rosenberg, the former CEO of Dunkin’ Donuts, discusses his new book, "AROUND THE CORNER...

19 Okt 202026min

Here's Second Covid Wave We Hoped We Wouldn't See: JHU's Sauer

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Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding covid vaccines, treatments, and spread. Kit Juckes, Chief Global FX Strategist for Soci...

16 Okt 202025min

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Gorman's Model Reaps Rewards for Morgan Stanley: Whalen

Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook. Sarah Ponczek, Bloomberg cross-asset reporter, on why earnings beats don't mean the same during this pandemic. Carl Wein...

15 Okt 202030min

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