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)

Why TikTok May Prefer A Weaker U.S. Partner: Howard Yu

Why TikTok May Prefer A Weaker U.S. Partner: Howard Yu

Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses why the Oracle-TikTok deal spotlights the challenge for multinationals to appease government...

14 Sep 202027min

"We're Halfway There" to 10-15% Correction: Jim Bianco

"We're Halfway There" to 10-15% Correction: Jim Bianco

Jim Bianco, Founder and President of Bianco Research, on his current market outlook. Crystal Tse, Bloomberg IPO reporter, on the new SPAC barons, from Bill Ackman to Billy Beane. Timothy O'Brien, Seni...

11 Sep 202033min

Weak Oil Demand May Push Price Back Near $30: Schork

Weak Oil Demand May Push Price Back Near $30: Schork

Stephen Schork, President of the Schork Group, on why oil is a demand story right now. Michelle Davis, Bloomberg finance reporter, on JP Morgan employees pocketing covid-relief funds for themselves. S...

10 Sep 202025min

Tesla Is A Busted Growth Story, Like AOL: Gordon Johnson

Tesla Is A Busted Growth Story, Like AOL: Gordon Johnson

Gordon Johnson, CEO and Founder of GLJ Research, discusses why he has a $19 price target on Tesla. Jim Vogel, Interest Rate Strategist for FHN Financial, on what's going on in bond markets. Gina Marti...

9 Sep 202027min

Why Fundamentals Are Driving Currency Investment: BBH's Thin

Why Fundamentals Are Driving Currency Investment: BBH's Thin

Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on his current outlook for markets. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on why t...

8 Sep 202030min

Being Black on Wall Street: A Bloomberg Radio Special

Being Black on Wall Street: A Bloomberg Radio Special

On Wall Street, being Black often means being alone, held back and deprived of the best opportunities. This special podcast from Bloomberg Radio tells the stories of Black men and women, in their own ...

28 Aug 202030min

Not Confident on the U.S. Recovery or Dollar: BBH's Thin

Not Confident on the U.S. Recovery or Dollar: BBH's Thin

Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on the dollar and emerging markets. Chris Lu, Former Deputy Secretary of Labor under Obama and Senior Fellow at the Universit...

21 Aug 202028min

The Value Gap To Growth Is About To Close: Federated's Orlando

The Value Gap To Growth Is About To Close: Federated's Orlando

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on equity markets and his current investment strategy. Ataman Ozyildirim, Senior Director, Eco...

20 Aug 202028min

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