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(3334)

Kocherlakota: Fed Needs to Target Employment, Not Inflation

Kocherlakota: Fed Needs to Target Employment, Not Inflation

Former Minneapolis Fed President Narayana Kocherlakota, Bloomberg Opinion columnist and professor of economics at the University of Rochester, discusses his column: "The Fed Needs to Focus on Employme...

29 Jul 202029min

Bitcoin Heading to 11,000 As Adoption Picks Up: McGlone

Bitcoin Heading to 11,000 As Adoption Picks Up: McGlone

Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on gold's strength, and why bitcoin is heading higher. Rania Sedhom, Managing Partner of Sedhom Law Group, answers the question: if emplo...

28 Jul 202027min

Euro Relief Plan Gave Market Permission To Sell Dollar: Juckes

Euro Relief Plan Gave Market Permission To Sell Dollar: Juckes

Kit Juckes, Chief FX Strategist for Societe Generale, on the dollar drop and gold frenzy. Jonathan Bernstein, Bloomberg Opinion politics columnist, discusses the stimulus outlook and his recent column...

27 Jul 202029min

Covid-19 Has Power To Break The Sports World: Joe Nocera

Covid-19 Has Power To Break The Sports World: Joe Nocera

Joe Nocera, Bloomberg Opinion columnist, discusses his column: Covid-19 Has the Power to Break the Sports World. Stephen Dover, Head of Equities at Franklin Templeton, on global equities and why suppl...

24 Jul 202029min

Tesla Won't Be Able To Paper Over Losses in 3Q: Gordon Johnson

Tesla Won't Be Able To Paper Over Losses in 3Q: Gordon Johnson

Gordon Johnson, CEO and Founder of GLJ Research, on why Tesla results are more paper than profit. Molly Smith, Bloomberg corporate finance reporter, on American Airlines using their brand as collatera...

24 Jul 202027min

The U.S. Housing Market Is Most Outperforming Sector In World

The U.S. Housing Market Is Most Outperforming Sector In World

Logan Mohtashami, columnist for HousingWire and housing data analyst, on the unstoppable U.S. housing market. Nick Wadhams, National Security reporter for Bloomberg, on the U.S. shutting down the Chin...

22 Jul 202027min

Pfizer May Have the Edge Over Moderna In Vaccine Race

Pfizer May Have the Edge Over Moderna In Vaccine Race

Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on the race for a covid vaccine. Brendan Ahern, Chief Investment Officer at KraneShares, on why U.S.-listed Chinese companies are re-l...

21 Jul 202026min

The Impact of COVID-19 on Business Travel

The Impact of COVID-19 on Business Travel

Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets and her current investment outlook. Bloomberg News Industrial, Aerospace and Chemicals Team Leader Brendan Case talks about U.S....

20 Jul 202028min

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