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)

Netflix Shares At Risk As New Competition Heats Up (Podcast)

Netflix Shares At Risk As New Competition Heats Up (Podcast)

Laura Martin, Senior Entertainment analyst at Needham & Co., discusses why she's negative on Netflix. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute and a Bloomber...

3 Apr 201929min

Quant Fund Just Went to 100% Cash: Cumberland's Kotok

Quant Fund Just Went to 100% Cash: Cumberland's Kotok

David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on why he's shifting his portfolio to a more defensive position. Former SBA Administrator Karen Mills discusses her new book, "...

2 Apr 201928min

CalSTRS Likes Real Estate and PE, Cautious On Equities

CalSTRS Likes Real Estate and PE, Cautious On Equities

Chris Ailman, Chief Investment Officer at CalSTRS Investments, on why he's neutrally positioned right now. Ellen Wald, President of Transversal Consulting, Senior Fellow at the Atlantic Council, and a...

1 Apr 201928min

Stocks More Attractive Than Alternatives: Bill Miller

Stocks More Attractive Than Alternatives: Bill Miller

Legendary investor Bill Miller, chairman and chief investment officer of Miller Value Partners, LLC, on value investing and his current investment outlook.  Kate Moore, Managing Director, Chief Equity...

29 Mar 201934min

Aireon’s Space-Based System Tracks Planes In Real Time

Aireon’s Space-Based System Tracks Planes In Real Time

Don Thoma, CEO of Mclean, VA-based Aireon, on its space-based surveillance system that will soon be tracking aircraft globally and in real-time for the first time ever.  Melissa Reagen, Head of Resear...

28 Mar 201927min

Former CFTC Head Bowen on Advancing Women in Business

Former CFTC Head Bowen on Advancing Women in Business

Sharon Bowen, Former US Commodity Futures Trading Commissioner and Seneca Women Partner, on advancing women in the economy and around the world. Carolyn Tastad, P&G North America Group President, on e...

27 Mar 201927min

LNG CEO: Asia, Europe Demand Propel U.S. Gas Projects

LNG CEO: Asia, Europe Demand Propel U.S. Gas Projects

Greg Vesey, CEO & Managing Director of LNG Ltd., on the future of LNG and growing demand in Asia and Europe.  John Lavelle, President & CEO, Offshore Wind, GE Renewable Energy, on the offshore wind bo...

26 Mar 201926min

How Corporate America Is Paying For EV Infrastructure (Podcast)

How Corporate America Is Paying For EV Infrastructure (Podcast)

Broadcasting Live from Bloomberg's New Energy Finance Forum in NYC.Pasquale Romano, CEO of ChargePoint, one of the world’s largest charging station companies, on their recent capital raise, and laying...

25 Mar 201927min

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