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)

Amazon’s Health Care Threat Just Became A Reality: Ovide, Nisen

Amazon’s Health Care Threat Just Became A Reality: Ovide, Nisen

Bloomberg Opinion’s Max Nisen, health care columnist, and Shira Ovide, technology columnist, on Amazon buying Pillback.Chris Whalen, Chairman of Whalen Global Advisors, on bank stocks continued losing...

9 Jul 201829min

Chipmakers Could Be Hit With Both U.S. And China Tariffs: Ovide

Chipmakers Could Be Hit With Both U.S. And China Tariffs: Ovide

Shira Ovide, technology columnist for Bloomberg Opinion, discusses how chipmakers are trapped in the US-China crossfire.Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University o...

6 Jul 201830min

Canada Has Plenty Of Oil But Can’t Bring It To Market: Wihbey

Canada Has Plenty Of Oil But Can’t Bring It To Market: Wihbey

Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discusses the shifting geopolitics of oil and g...

5 Jul 201829min

Investors Should Short Tesla At This Price: Mainstay's Kudla

Investors Should Short Tesla At This Price: Mainstay's Kudla

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on markets, current investment strategy, and stock picks.Bob Sinche, Global Strategist for Amherst Pierpont Securities, o...

3 Jul 201828min

Investor Sentiment Has Moved To The Negative Side: Grohowski

Investor Sentiment Has Moved To The Negative Side: Grohowski

Guests:Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor sentiment and current investment strategy.Liam Denning, Energy, Mining and Commodities Columnist for Bloombe...

2 Jul 201828min

Yuan Devaluation Unlikely, Don’t Hit Panic Button: BBH’s Thin

Yuan Devaluation Unlikely, Don’t Hit Panic Button: BBH’s Thin

Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the China yuan and emerging markets.Justin Gover, CEO of GW Pharmaceuticals (NASDAQ: GWPH and LSE: GWP), on being the firs...

28 Jun 201825min

Here’s Why U.S. Housing Will Get Even Less Affordable: Shilling

Here’s Why U.S. Housing Will Get Even Less Affordable: Shilling

Gary Shilling, President of A. Gary Shilling & Co. and a Bloomberg Opinion columnist, on the factors that will make U.S. housing even less affordable. Mike McGlone, Commodity Strategist for Bloomberg ...

27 Jun 201828min

Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan

Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan

Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke Sutherland, Bloomberg Opinion deals and in...

25 Jun 201830min

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