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)

Dislocation In Credit Spreads Poses Risk For Market: Booth

Dislocation In Credit Spreads Poses Risk For Market: Booth

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and a Bloomberg Opinion contributor, discusses the Fed and risks in consumer credit. Ba...

12 Des 201929min

Silicon Valley Is Listening To Your Intimate Moments0-

Silicon Valley Is Listening To Your Intimate Moments0-

Austin Carr, Bloomberg technology reporter, discusses how the world’s biggest media companies let temps hear millions of your private, sensitive recordings. Janelle Woodward, head of fixed income for ...

11 Des 201928min

Netflix Must Cut Prices To Compete: Needham's Martin

Netflix Must Cut Prices To Compete: Needham's Martin

Laura Martin, Senior Analyst at Needham, on why Netflix needs to add a lower-priced service to compete. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, with his market outlook...

10 Des 201927min

Justice Roberts Will Avoid Partisanship At All Cost

Justice Roberts Will Avoid Partisanship At All Cost

Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, on the impeachment of President Trump, and his testimony to Congress. Anand Srinivasan, Senior Semiconductor and Hardware Analyst f...

9 Des 201925min

Chances Are High That Bullish Cycle Extends: Authers

Chances Are High That Bullish Cycle Extends: Authers

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, Jason Schenker, President of Prestige Economics and Chairman of the Futurist Institute, and John Authers, Senior Editor for Bloomberg Mar...

6 Des 201926min

Far More Downside Than Upside, Says Natixis' Lafferty

Far More Downside Than Upside, Says Natixis' Lafferty

David Lafferty, Senior Vice President and Chief Market Strategist at Natixis Investment Managers, discusses current market conditions and his 2020 outlook. Amy Banse, Head of Funds at Comcast Ventures...

5 Des 201924min

Liquidity Crisis Is Coming To Credit Markets: TCW's Rivelle

Liquidity Crisis Is Coming To Credit Markets: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why he sees a liquidity crisis coming. Laura Martin, Senior Analyst at Needham, and Mark Bergen, tech reporter for Bloomberg, on...

4 Des 201926min

The Amazon Threat Forces Grocers To Go High-Tech

The Amazon Threat Forces Grocers To Go High-Tech

Matt Boyle, U.S. retail reporter for Bloomberg, on how supermarkets are preparing their high-tech battle against the existential threat of Amazon. Christian Magoon, CEO of Amplify ETFs and manager of ...

3 Des 201926min

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