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)

Libya Conflict Is Hugely Overlooked Issue On Oil Capacity: Wald

Libya Conflict Is Hugely Overlooked Issue On Oil Capacity: Wald

Dr. Ellen Wald, President of Transversal Consulting, to discuss OPEC’s decision and will it means for oil markets and for gasoline prices for US consumers. Media and entertainment guru Porter Bibb of ...

22 Jun 201828min

The Ball Is In Comcast’s Court :Paul Sweeney

The Ball Is In Comcast’s Court :Paul Sweeney

Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, will discuss 21st Century Fox agreeing to a $71 billion bid from Disney. Sarah Ponczek, Bloomberg ...

21 Jun 201825min

We are starting to see the fruit of regulatory easing: Terrazas

We are starting to see the fruit of regulatory easing: Terrazas

Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs.  David Carringt...

19 Jun 201829min

Hard to Price in Tarrifs: Michael Zezas

Hard to Price in Tarrifs: Michael Zezas

Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor Asset Management, on markets and investing. ...

18 Jun 201828min

Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine

Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine

Joining Bloomberg Markets AM today is Andrew Mayeda, Bloomberg Economics Reporter, to discuss the impact of the tariffs on trade. Also joining the show is Paul McNamara, Investment Director at GAM UK ...

18 Jun 201827min

Health Care Investing and Economic Outlook

Health Care Investing and Economic Outlook

Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show  is Bob Eisenbeis, Vi...

14 Jun 201828min

Oil reports are very Normal : Stephen Schork

Oil reports are very Normal : Stephen Schork

Stephen Schork, President of the Schork Group, on oil markets, natural gas, and upcoming OPEC meeting. Roger Hargens, CEO of Accumold, on the wearable market, and how they are tackling the skilled wor...

13 Jun 201821min

Look at Value Compared to growth says Bent Hunt

Look at Value Compared to growth says Bent Hunt

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI data, the FOMC, the range bound market, and treasury futures. Ben Hunt, Chief Investment Strategist at Salient, ...

13 Jun 201830min

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