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)

AFL-CIO Won’t Support USMCA Without Mexico Wage Fix (Podcast)

AFL-CIO Won’t Support USMCA Without Mexico Wage Fix (Podcast)

Richard Trumka, President of the AFL-CIO, on why the union won’t support the new Nafta/USMCA trade agreement if an early vote is pursued.  Matt Eagan, portfolio manager and co-head of Loomis Sayles’ F...

25 Mar 201927min

Biogen Was The Train Wreck Everyone Saw Coming: Nisen (Podcast)

Biogen Was The Train Wreck Everyone Saw Coming: Nisen (Podcast)

Max Nisen, Bloomberg Opinion health care columnist, on Biogen plunging after the company and its partner Eisai announced it was halting their Alzheimer drug trial. Gad Levanon, Chief Economist: North ...

21 Mar 201926min

TCW's Rivelle: Cautious on EM Debt This Late In Cycle

TCW's Rivelle: Cautious on EM Debt This Late In Cycle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit markets, the Fed, and current investment strategy. Frank Sorrentino, CEO of ConnectOne Bank, on why the U.S. economy ...

20 Mar 201929min

Brexit's Monty Python Impression Continues: Authers

Brexit's Monty Python Impression Continues: Authers

John Authers, Senior Editor for Bloomberg Markets, on the Monty Python circus that is Brexit. Brent Bell, VP of Recycling at Waste Management, on how China has stopped accepting our trash. Eric Larche...

19 Mar 201929min

Max Grounding Will Cost Boeing $100 Million Per Month (Podcast)

Max Grounding Will Cost Boeing $100 Million Per Month (Podcast)

Peter Robison, Bloomberg investigations reporter, and George Ferguson, Senior Aerospace and Airline Analyst for Bloomberg Intelligence, on how Boeing had too much sway in vetting its own jets. Atish D...

18 Mar 201927min

We Won’t Get the Earnings Jolt Like in 2018  (Podcast)

We Won’t Get the Earnings Jolt Like in 2018 (Podcast)

Joining on today's conversation is Matt Forester, BNY Mellon's Lockwood CIO, on markets and investing. Also joining today is Benedikt Kammel, Bloomberg Senior Editor for Company News, on the latest on...

15 Mar 201925min

The Commercial Real Estate Market is in Good Shape

The Commercial Real Estate Market is in Good Shape

Joining in on today's conversation is John Butler, North American Telecoms Reporter, on Direct TV rate hikes and the changes of consumer viewing habits.  We also have John Pearson, CEO of DHL Express,...

14 Mar 201919min

If You Have Money in the Market, Stay with the Market (Podcast)

If You Have Money in the Market, Stay with the Market (Podcast)

On today’s show we have Janet Lorin, Bloomberg Endowments Reporter, on the latest on the college scandal bribes.  Also joining is Ben Emons, Managing Director: Global Macro Strategy at Medley Global A...

13 Mar 201933min

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