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)

Restaurants, Bars May Pivot To Private Buyout Models

Restaurants, Bars May Pivot To Private Buyout Models

Kate Krader, Food Editor for Bloomberg Pursuits, on the future of restaurants, and Le Bernardin being NYC's first 3-star dining room to reopen. Dr. Noah Feldman, Harvard Law Professor and Bloomberg Op...

23 Sep 202029min

Pain Ahead As Election Politics Quash Stimulus Hopes: BI's Dean

Pain Ahead As Election Politics Quash Stimulus Hopes: BI's Dean

Nathan Dean, Senior Government Analyst for Bloomberg Intelligence, on Fed Chair Powell and Treasury Secretary Mnuchin testifying before Congress, and how the lack of stimulus is impacting policy. Chri...

22 Sep 202028min

Dems Reverse Roles With GOP To Mobilize on SCOTUS: Dr. Zaino

Dems Reverse Roles With GOP To Mobilize on SCOTUS: Dr. Zaino

Dr. Jeanne Zaino, Professor of Political Science at Iona College, discusses the passing of Supreme Court Justice Ruth Bader Ginsburg, and the fight to replace her seat. Matt Maley, Chief Market Strate...

21 Sep 202026min

Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public: Chafkin

Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public: Chafkin

Max Chafkin, Features Editor for Bloomberg Businessweek, discusses his story: "Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public." Yousef Abbasi, Global Market Strategist at StoneX Group,...

18 Sep 202028min

Trump's Crony Capitalism Fouls TikTok-Oracle Deal: Nocera

Trump's Crony Capitalism Fouls TikTok-Oracle Deal: Nocera

Joe Nocera, Bloomberg Opinion columnist, discusses his column, "Oracle-TikTok Deal Pours Trump Toxin Into Capitalism." Frank Sorrentino, CEO of ConnectOne Bank, on New Jersey's new millionaire tax, an...

17 Sep 202028min

SPACs Capitalize on Private Market Boom: Evercore's Schlosstein

SPACs Capitalize on Private Market Boom: Evercore's Schlosstein

Ralph Schlosstein, Co-Chairman and Co-CEO of Evercore, on the spate of new deals and use of SPACs. Claudia Sahm, former Federal Reserve economist and creator of the recession indicator, Sahm rule, dis...

16 Sep 202029min

We Need To Feel Each Other's Pain: Northern Trust's Thomas

We Need To Feel Each Other's Pain: Northern Trust's Thomas

Shundrawn Thomas, President of Northern Trust Asset Management, discusses his letter to Corporate America, “I Can’t Feel My Pain,” a reflection on race relations and combating systemic racism. Ellen W...

15 Sep 202028min

Bonus: Game Changers, Part 1

Bonus: Game Changers, Part 1

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...

15 Sep 202012min

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