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)

UBS's Harford: We're In 4th Inning of Consolidation

UBS's Harford: We're In 4th Inning of Consolidation

Suni Harford, Head of Investments at UBS Asset Management, on the big shifts in the asset management industry. Afsaneh Beschloss, Founder and CEO of RockCreek, on emerging markets, global finance and ...

4 Jun 201928min

Dollar to Weaken on Mexico Trade Tensions: Nordvig

Dollar to Weaken on Mexico Trade Tensions: Nordvig

Jens Nordvig, Founder and CEO of Exante Data, on China, EM currencies, and Mexico. Carl Weinberg, Founder and Chief International Economist at High Frequency Economics, on the global economy as Trump'...

3 Jun 201928min

Trump Tariffs Imperil Mexico Relationship: Duncan Wood

Trump Tariffs Imperil Mexico Relationship: Duncan Wood

Duncan Wood, Director of the Mexico Institute at The Wilson Center, on how President Trump's 5% tariff threat to Mexico over migrants will impact the economy and the trade deal. Alan Baum, auto analys...

31 Mai 201926min

Eco Slowdown Impacting Oil More Than Supply Crunch

Eco Slowdown Impacting Oil More Than Supply Crunch

Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how the geopolitical situation in the Middle East is impacting oil supplies. David Dietze, Founder, President an...

30 Mai 201927min

Mueller’s Low-Key Rebuttal Blows Hole In Exoneration

Mueller’s Low-Key Rebuttal Blows Hole In Exoneration

Mueller Roundtable: Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, Tim O’Brien, Executive Editor for Bloomb...

29 Mai 201931min

Global Payments Gets Needed Scale With TSS: CEO Sloan (Podcast)

Global Payments Gets Needed Scale With TSS: CEO Sloan (Podcast)

Jeff Sloan, CEO of Global Payments, on buying Total Systems Services in a deal valued at $21.5 billion. Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on how bond...

28 Mai 201927min

Boris Johnson Wouldn’t Last A Year As UK Leader

Boris Johnson Wouldn’t Last A Year As UK Leader

Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on Theresa May’s resignation and what happens next with Brexit.  Guitar Center CEO Ron Japinga discusses plans for ...

24 Mai 201926min

Qualcomm's Dual Business Model Remains A Risk: Ovide

Qualcomm's Dual Business Model Remains A Risk: Ovide

Shira Ovide, Bloomberg Opinion technology columnist, on why Qualcomm may have finally run out of lives. Cameron Clayton, General Manager: IBM Watson Media and Weather, discusses their new Weather Sign...

23 Mai 201928min

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