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)

U.S. Shale Patch Is No Longer A Growth Market

U.S. Shale Patch Is No Longer A Growth Market

Simon Casey, Energy Americas Team Leader for Bloomberg, on Shlumberger shrinking its shale business, and what that says about peak shale. Charly Weinstein, CEO of Eisner Amper, on what business leader...

17 Jan 202027min

Why Massive Growth In Private Markets Will Continue

Why Massive Growth In Private Markets Will Continue

Kelly Rodriques, CEO of Forge, on the growth of private markets and direct public offerings in 2020. Burt Flickinger, Managing Director for Strategic Resource Group, on retail sales and what this fore...

16 Jan 202026min

Phase 1 Trade Deal Is Just The Beginning: Leland Miller

Phase 1 Trade Deal Is Just The Beginning: Leland Miller

Leland Miller, CEO of China Beige Book International, and Andy Browne, editorial director of the New Economy Forum, on the signing of the Phase 1 China trade deal. Sal Gilbertie, President, CIO and co...

15 Jan 202039min

Consumers Are Really Driving Banking Industry: Leon

Consumers Are Really Driving Banking Industry: Leon

Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Mark Gilbert, Bloomberg Opinion columnist covering asset management, discusses his column,"BlackRock's Cli...

14 Jan 202028min

Machines Are Replacing Wall Street's Bonus Culture

Machines Are Replacing Wall Street's Bonus Culture

Lananh Nguyen, finance reporter for Bloomberg, on the end of the bonus culture on Wall Street. Rick Helfenbein, former Chairman, President & CEO of the American Apparel & Footwear Association, on why ...

13 Jan 202025min

Oil Pressure Is To The Downside, Ex-Iran: Kilduff

Oil Pressure Is To The Downside, Ex-Iran: Kilduff

John Kilduff, Founding Partner of Again Capital, on oil markets and Iran. Bart Van Ark, Chief Economist at the Conference Board, on their new Global CEO survey, and why wages remain stagnant. Alex Web...

10 Jan 202028min

Former CIA Ops Chief: Trump's Iran Strike Was Big Win

Former CIA Ops Chief: Trump's Iran Strike Was Big Win

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the Iran situation. Sandy Cockrell, Global CFO Program Leader at Deloitte, on ...

9 Jan 202019min

Don't See Oil North of $70 Without Escalation: Kamel

Don't See Oil North of $70 Without Escalation: Kamel

Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, on Iran and oil markets. Scott Wren, Senior Global Market Strategist, Wells Fargo Investment Institute, on markets and geopolit...

8 Jan 202028min

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