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)

Home Values Will Decline In Coastal Cities: Mohtashami (Podcast)

Home Values Will Decline In Coastal Cities: Mohtashami (Podcast)

Logan Mohtashami, Senior Loan Officer for AMC Lending Group, on the slowdown in the housing market. Peter Tchir, Head of Macro Strategy at Academy Securities, on markets and current investment strateg...

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Former CIA Ops Chief: In the Long Game, Maduro Goes

Former CIA Ops Chief: In the Long Game, Maduro Goes

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses North Korea, Venezuela and the mid-east. Burt Flickinger, Managing Director at...

8 Feb 201929min

BB&T, Suntrust Merger Follows Key Fed Rule Change (Podcast)

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Chris Whalen, Chairman of Whalen Global Advisors, and Arnold Kakuda, Senior Credit Analyst: Global Banking Sector for Bloomberg Intelligence, on BB&T Corp.'s merger with SunTrust Banks and what it bod...

7 Feb 201929min

Trump Is Beginning To Cave On North Korea: Eli Lake (Podcast)

Trump Is Beginning To Cave On North Korea: Eli Lake (Podcast)

Eli Lake, Bloomberg Opinion columnist covering national security, on how Trump is beginning to cave on North Korea, and what the U.S. is doing in Venezuela.  Porter Bibb, Managing Partner for MediaTec...

6 Feb 201928min

Puerto Rico Emergency Funds Are Protected: Rossello (Podcast)

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Puerto Rico Governor Ricardo Rosello discusses the post-hurricane recovery funds being threatened by President Trump, the State of the Union, and the bond restructuring. Dan Solender, Partner and Head...

5 Feb 201928min

Crackdown on China Tech Could Create Two 5G Markets (Podcast)

Crackdown on China Tech Could Create Two 5G Markets (Podcast)

Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on China trade talks and what the Huawei charges could mean for 5G networks. Peggy...

4 Feb 201927min

PGIM Plans to Reduce Credit Risk In This Year’s Rallies (Podcast)

PGIM Plans to Reduce Credit Risk In This Year’s Rallies (Podcast)

Mike Collins, Senior Portfolio Manager at PGIM Fixed Income, on the bond market and current portfolio positioning. Jonathan Tyce, Senior EU Banks analyst for Bloomberg Intelligence, on Deutsche Bank's...

1 Feb 201929min

Introducing Behind the Scenes, a New Show

Introducing Behind the Scenes, a New Show

P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school.    ...

31 Jan 201935s

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