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(3330)

Mueller Report Likely To Impugn The President: Waxman (Podcast)

Mueller Report Likely To Impugn The President: Waxman (Podcast)

Seth Waxman, former federal prosecutor and Partner at Dickinson Wright, on the legal issues swirling around the Mueller report, reported to be filed as early as next week.  Chris Greiner, CFO of LiveP...

23 Feb 201929min

Facebook Will Have To Rein In Sale Of Data: McNamee (Podcast)

Facebook Will Have To Rein In Sale Of Data: McNamee (Podcast)

Tech venture capitalist Roger McNamee, Founder of Elevation Partners, discusses his new book, "ZUCKED: Waking Up to the Facebook Catastrophe." Andy Browne, Editorial Director for Bloomberg New Economy...

21 Feb 201929min

EM Optimism Has Been Overblown: Brown Brothers' Thin

EM Optimism Has Been Overblown: Brown Brothers' Thin

Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, author of...

20 Feb 201926min

Sanders Announces Presidential Run: Greg Valliere

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Greg Valliere, chief U.S. policy strategist, AGF Investments, on Senator Bernie Sanders announcing a second White House bid. Burt Flickinger, Managing Director at Strategic Resource Group, discusses W...

19 Feb 201925min

Amazon's Erstwhile NYC Site Will Lure In New Money

Amazon's Erstwhile NYC Site Will Lure In New Money

Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ.  Anna Edgerton, congressional reporter for Bloomberg, on Trump in...

15 Feb 201929min

Retail Sales Numbers Are Just Wrong: Craig Johnson

Retail Sales Numbers Are Just Wrong: Craig Johnson

Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current...

14 Feb 201925min

Teva's Future Lies In Branded Drugs As Generics Sink (Podcast)

Teva's Future Lies In Branded Drugs As Generics Sink (Podcast)

Teva Pharmaceutical’s CEO Kare Schultz discusses the earnings shortfall, product pipeline, and moving into biotech drugs.  Matt Rodrigue, Managing Director at Miller Buckfire, a Stifel company, repres...

13 Feb 201929min

China's Debt Poses Much Greater Threat Than Trade

China's Debt Poses Much Greater Threat Than Trade

John Authers, Senior Editor for Bloomberg Markets, on the China trade negotiations and impact to markets. Bloomberg Opinion columnists Tara Lachapelle and Sarah Halzack discuss how media companies are...

12 Feb 201927min

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