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(3329)

Best Technology Opportunities Lie Away From The Herd

Best Technology Opportunities Lie Away From The Herd

Kevin Landis, CEO of Firsthand Technology Fund (NASDAQ: SVVC), and CIO of Firsthand Capital Management, discusses the less travelled areas of tech investing. Brad Hunter, Chief Economist at HomeAdviso...

26 Sep 201818min

Trump’s UN Address Targets Regime Change In Iran: Cohen

Trump’s UN Address Targets Regime Change In Iran: Cohen

Ariel Cohen, Senior Fellow at the Atlantic Council, on President Trump’s address to the UN, how it will impact Iran-US relations, and what to expect from this week’s assembly. Phil Torres, Global Co-H...

25 Sep 201823min

Rosenstein Resignation Would Be Greatest Gift To Trump

Rosenstein Resignation Would Be Greatest Gift To Trump

Al Hunt, Bloomberg Opinion columnist, and June Grasso, June Grasso, legal analyst and co-host of Bloomberg Law, on the political and legal implications surrounding reports that Rod Rosenstein is resig...

24 Sep 201832min

Leveraged-Loan Gloom Is Way Overdone: Eaton Vance PM

Leveraged-Loan Gloom Is Way Overdone: Eaton Vance PM

Chris Remington,Director of Income Product & Portfolio Strategy at Eaton Vance, on whether investors are jumping into the leveraged loan market at the wrong time. Ian Wishart, Bloomberg European gover...

21 Sep 201825min

Get Paid, But Only For Beating Benchmarks: Peter Kraus

Get Paid, But Only For Beating Benchmarks: Peter Kraus

Peter Kraus, Founder and Partner of Aperture Investors and former CEO of AllianceBernstein, on launching a new approach to fund management: performance-based pay, and fees only if they beat the market...

20 Sep 201828min

Debt ETFs Could Grow to $2 Trillion: BlackRock’s Tucker

Debt ETFs Could Grow to $2 Trillion: BlackRock’s Tucker

Matt Tucker, Head of iShares Americas Fixed Income Strategy at BlackRock, on the fixed income market and consumer flows. Sam Masucci, CEO of ETF Managers Group, on money flowing out of cyptocurrencies...

19 Sep 201828min

Dunkin’s Travis: Public Companies Profit From Scrutiny

Dunkin’s Travis: Public Companies Profit From Scrutiny

Nigel Travis, Executive Chairman of Dunkin' Brands, discusses his new book, "The Challenge Culture," and outlook for the brand. Leland Miller, CEO of China Beige Book International, on China retaliati...

18 Sep 201829min

China Retaliation On Tariffs Could Punish Supply Chains

China Retaliation On Tariffs Could Punish Supply Chains

Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war.  Denise Chisholm, Sector Strategist at Fidelity, on...

17 Sep 201827min

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