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(3332)

Little Upside Left in U.S. Junk Bonds: Diamond Hill

Little Upside Left in U.S. Junk Bonds: Diamond Hill

Bill Zox, CIO of Fixed income at Diamond Hill Capital Management, to discuss why there's little upside left in the high yield space. Leland Miller, CEO of China Beige Book International, on China Beig...

26 Jun 201928min

Allergan Is A Short-Term Cosmetic Fix For AbbVie: Nisen

Allergan Is A Short-Term Cosmetic Fix For AbbVie: Nisen

Max Nisen, Bloomberg Opinion health care columnist, on AbbVie buying Botox maker Allergan for $63 billion. CoinShares Chairman Danny Masters discusses the bitcoin rally and Facebook's new Libra crypto...

25 Jun 201925min

Private Equity Fees Are Ripe For The ’Vanguard Effect’

Private Equity Fees Are Ripe For The ’Vanguard Effect’

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Vanguard considering offering private equity to investors. Francis Greenburger, Time Equities Chairman & CEO, discusses how the recent...

24 Jun 201927min

Fed's Williams Is Trying to Clean Up Powell's Error (Podcast)

Fed's Williams Is Trying to Clean Up Powell's Error (Podcast)

Phil Orlando, Chief Equity Market Strategist at Federated Investors, on markets, the Fed and current investment strategy.  Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Ins...

21 Jun 201929min

Slack CEO, CFO On Why They Went With A Direct Listing

Slack CEO, CFO On Why They Went With A Direct Listing

Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Slack going public in a direct listing, and Slack CEO Stewart Butterfield and CFO Allen Shim speak from the NYSE with Emily C...

20 Jun 201928min

Sell Credit On A Dovish Rally: PGIM's Mike Collins

Sell Credit On A Dovish Rally: PGIM's Mike Collins

Mike Collins, Senior Fixed Income Portfolio Manager for PGIM, on the bond market and what to expect from the Fed. Lionel Laurent, Bloomberg Opinion columnist, on Facebook's new cryptocurrency Libra, a...

19 Jun 201924min

Lighthizer Signals Progress On USMCA, But Not On China

Lighthizer Signals Progress On USMCA, But Not On China

Bloomberg's Mike McKee, International Economics & Policy correspondent, and Shawn Donnan, Senior Trade reporter, discuss what to expect from U.S. Trade Representative Robert Lighthizer testimony to th...

18 Jun 201918min

Array Deal Gives Pfizer Deep Cancer Expertise: Fazeli

Array Deal Gives Pfizer Deep Cancer Expertise: Fazeli

Sam Fazeli, Director of Research for Bloomberg Intelligence, on Pfizer expanding its cancer platform with the $10.6 billion Array BioPharma deal. Leland Miller, CEO of China Beige Book International, ...

17 Jun 201925min

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