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(3328)

Corporate Boards Are Shirking Responsibility On #MeToo Crises

Corporate Boards Are Shirking Responsibility On #MeToo Crises

Richard Chambers, CEO of The Institute of Internal Auditors (The IIA), on how CBS could handle  the Les Moonves accusation, and whether corporations are compliant to sexual harassment policy Poonam Go...

30 Jul 201828min

A Bitcoin ETF Could Make The Cryptocurrency Safer: SEC’s Peirce

A Bitcoin ETF Could Make The Cryptocurrency Safer: SEC’s Peirce

SEC Commissioner Hester Peirce on being the lone dissenter in the SEC’s rejection of the Winklevoss bitcoin ETF. Rick Clemmer, President and CEO of NXP Semiconductors, on the breakup of the NXP-Qualco...

27 Jul 201830min

Facebook Is Real Business, But Google Is Better For Ad Exposure

Facebook Is Real Business, But Google Is Better For Ad Exposure

Colin Gillis, Director of Research at CR Partners, discusses Facebook plunging, and previews Amazon and Apple. Prashant Gopal, US real estate reporter for Bloomberg, on how the US housing market appea...

26 Jul 201828min

Eaton Vance’s Gaffney Sees Opportunities In Mexico, Brazil Debt

Eaton Vance’s Gaffney Sees Opportunities In Mexico, Brazil Debt

Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on finding value in emerging market fixed income.David Garrity, CEO of GVA Research, on why the underpinnings for Facebook are...

26 Jul 201828min

Iran Is The Thing That Keeps Me Up At Night: Former CIA Officer

Iran Is The Thing That Keeps Me Up At Night: Former CIA Officer

Jack DeVine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, on Iran, Russia, and Trump's relationship with the intel community. Damian Sassower,...

24 Jul 201829min

Five Things The U.S. Can Do To Prepare For Iran: Adm. Stavridis

Five Things The U.S. Can Do To Prepare For Iran: Adm. Stavridis

Admiral James Stavridis, former military commander of NATO, Dean of the Fletcher School at Tufts University and Bloomberg Opinion columnist, on President Trump amping up rhetoric against Iran on Twitt...

23 Jul 201829min

We’re Fighting the Trade Wars of the 70s & 80s: IIF’s Tim Adams

We’re Fighting the Trade Wars of the 70s & 80s: IIF’s Tim Adams

Tim Adams, President and CEO of the IIF and Former Under Secretary of Treasury for International Affairs, on Trump’s new $500 billion tariffs threat to China, and how trade risks and global debt are t...

20 Jul 201831min

Short-Term Debt Is Best Fixed-Income Bet: BlackRock’s Rosenberg

Short-Term Debt Is Best Fixed-Income Bet: BlackRock’s Rosenberg

Jeffrey Rosenberg, Chief Fixed Income Strategist at Blackrock, on their 2018 mid-year investment outlook. Richard Conn, Managing Partner of Eurasia Advisors, on the fallout of President Trump’s meetin...

19 Jul 201828min

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