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)

Stimulus Has Obscured The Health of Credit Assets: TCW's Rivelle

Stimulus Has Obscured The Health of Credit Assets: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why policy response has destroyed information gleaned from markets. Kan Nawaday, former corruption and fraud prosecutor for the ...

24 Jun 202029min

Up To 40% Of NYC Restaurants May Not Come Back

Up To 40% Of NYC Restaurants May Not Come Back

Kate Krader, Food Editor for Bloomberg Pursuits, on how restaurants are opening in NYC, and the dire outlook for restaurants worldwide. Nick Colas, co-Founder of DataTrek Research, on Fed yield curve ...

23 Jun 202029min

TikTok's Viral Distribution Power Rattles Trump Campaign Rally

TikTok's Viral Distribution Power Rattles Trump Campaign Rally

Jim Anderson, CEO of SocialFlow, on how teens on TikTok may have derailed Trump's rally attendance. Historian and author Niall Ferguson, Senior Fellow at the Hoover Institution and Bloomberg Opinion c...

22 Jun 202027min

Why Millions of People Have Dived Into Day Trading

Why Millions of People Have Dived Into Day Trading

Jared Dillian, editor and publisher of The Daily Dirtnap and Bloomberg Opinion columnist, "Don't Blame the Fed for Robinhood Trading Blitz." Laura Martin, Senior Media Analyst at Needham & Co., on the...

19 Jun 202029min

Yale's Roach Sees a Dollar Decline of 35% Over Next 5 Years

Yale's Roach Sees a Dollar Decline of 35% Over Next 5 Years

Stephen Roach, senior fellow at Yale University and former chairman of Morgan Stanley Asia, discusses his column: "How the Coming Crash in the Dollar Will Unfold." Lisa Shalett, Chief Investment Offic...

18 Jun 202026min

Trillions In Stimulus Going Out The Door Without Any Oversight

Trillions In Stimulus Going Out The Door Without Any Oversight

Laura Davison, Congressional Tax Reporter for Bloomberg, on trillions in stimulus going out unchecked, with watchdogs kept toothless by the Trump Administration. Invesco Chief Global Market Strategist...

17 Jun 202026min

Fed Stretches Bounds In Corporate Bond Purchases: BI's Jersey

Fed Stretches Bounds In Corporate Bond Purchases: BI's Jersey

Market Drivers and earnings with Bloomberg stocks editor Dave Wilson, and Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews Fed Chair Jerome Powell's testimony before ...

16 Jun 202011min

Elon Musk Takes a Gamble as Insurance Rates Skyrocket

Elon Musk Takes a Gamble as Insurance Rates Skyrocket

Bloomberg's Jef Feeley, legal reporter, and Katherine Chiglinsky, insurance reporter, to discuss Tesla's new lawsuit shield against coronavirus claims. Chris Ailman, Chief Investment Officer at CalSTE...

15 Jun 202028min

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