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)

China Saber-Rattling Likely, As Trade Tensions Escalate

China Saber-Rattling Likely, As Trade Tensions Escalate

Matt Gertken, Geopolitical Strategist at BCA Research, discusses the conflict between the US and China. Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses why the yuan...

5 Aug 201930min

China's Next Move In Trade War? Target U.S. Companies (Podcast)

China's Next Move In Trade War? Target U.S. Companies (Podcast)

Andy Browne, Editorial Director: Bloomberg New Economy, on Trump's new round of China tariffs, and what to expect in terms of retaliation. John Kilduff, Founding Partner of Again Capital, on oil marke...

5 Aug 201925min

Fed 'Takes Back' Last Year's Hike: Invesco's Hooper

Fed 'Takes Back' Last Year's Hike: Invesco's Hooper

Kristina Hooper, Chief Global Market Strategist at Invesco, on the Fed "taking back" last year's fourth rate hike. Harley Finkelstein, COO of Shopify, on the company's strong earnings, and why direct-...

1 Aug 201928min

The Compelling Case For Front-Loading A 50bp Rate Cut

The Compelling Case For Front-Loading A 50bp Rate Cut

Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the case for a 50 bps Fed cut. Laura Martin, Senior Entertainment analyst at Needham & Co. on App...

31 Jul 201929min

Federal Reserve Meets; Apple to Post Earnings

Federal Reserve Meets; Apple to Post Earnings

Bloomberg Intelligence U.S. Rates Strategist Ira Jersey looks ahead to Fed decision. Bloomberg Opinion Columnist Shira Ovide previews Apple earnings. The Conference Board’s Lynn Franco on consumer con...

30 Jul 201925min

Pound Sinks As Market Comes To Grips With Hard Brexit

Pound Sinks As Market Comes To Grips With Hard Brexit

Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses the pound sinking on hard Brexit fears, and the dollar ahead of the Fed decision. Dan Ives, Managing Director and Eq...

29 Jul 201925min

Markets May Be Undervaluing Potential Benefit To DISH (Podcast)

Markets May Be Undervaluing Potential Benefit To DISH (Podcast)

Nabila Ahmed, Bloomberg Deals reporter, and Jennifer Rie, Senior Litigation analyst for Bloomberg Intelligence, discuss T-Mobile winning approval to acquire Sprint. Donny White, CEO and Founder of Sat...

26 Jul 201930min

Facebook's 'Zero' Data Cost Is Threatened By Regulation

Facebook's 'Zero' Data Cost Is Threatened By Regulation

David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Big Tech earnings and regulation. Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are invest...

25 Jul 201927min

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