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)

'Cheap' Banks Group Poised For 2021 Rebound: CFRA's Leon

'Cheap' Banks Group Poised For 2021 Rebound: CFRA's Leon

Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings and outlook. Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth and former BO...

14 Okt 202029min

Bonus: Game Changers, Part 2

Bonus: Game Changers, Part 2

As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eure...

13 Okt 202012min

Admiral Stavridis: U.S. Is Entering A Period of Vulnerability

Admiral Stavridis: U.S. Is Entering A Period of Vulnerability

Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Covid Commission Is Crucial for U.S. Recovery." Mark Douglas, CEO of S...

12 Okt 202029min

Morgan Stanley Could Struggle Long-Term Without An ETF Solution

Morgan Stanley Could Struggle Long-Term Without An ETF Solution

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Morgan Stanley's direct indexing play, and Vanguard returning $21 billion in assets to China accounts. Tom McGee, President and Chief ...

9 Okt 202027min

GOP Ignores the First Law of Holes On Stimulus: Ritholtz

GOP Ignores the First Law of Holes On Stimulus: Ritholtz

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on how to take the politics out of investing. Rebecca Ray, Executive Vice President...

8 Okt 202027min

White Collar Job Losses Will Trickle Down In A Bad Way

White Collar Job Losses Will Trickle Down In A Bad Way

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion columnist, discusses the stimulus failure and outlook for the eco...

7 Okt 202029min

Coronavirus Is Dominating The U.S. Due To Failure To Control It

Coronavirus Is Dominating The U.S. Due To Failure To Control It

Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Center for Health Security, on Trump's return to the White House, and the super-spreader event at the Rose Garden...

6 Okt 202029min

Political 'Mess' Is Clouding Strategy: Federated's Orlando

Political 'Mess' Is Clouding Strategy: Federated's Orlando

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on how the election and White House covid crisis are clouding investment strategy. Bess Freedm...

5 Okt 202028min

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