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(3327)

Corporate Payments To Cohen Are A Serious Legal Matter: Feldman

Corporate Payments To Cohen Are A Serious Legal Matter: Feldman

Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, on the payments that Michael Cohen received from corporations and a Russian oligarch, and the line between lobbying and bribes. Joh...

9 Mai 201828min

Seeing EM Fund Outflows Accelerate, More Pain To Come: Sassower

Seeing EM Fund Outflows Accelerate, More Pain To Come: Sassower

Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on whether we are reaching the bottom for EM. Elizabeth Nyamayaro, Senior Advisor to the Under Secretary-General and Executive Dire...

8 Mai 201827min

Summer Driving Season Will Pump Oil Prices Until Fall: Schenker

Summer Driving Season Will Pump Oil Prices Until Fall: Schenker

Jason Schenker, President of Prestige Economics and a Bloomberg Prophet, discusses how a renewal of sanctions on Iran are impacting oil markets, and outlook for summer driving season.Ken Weissenberg, ...

7 Mai 201827min

Elon Musk Call Was Reminiscent Of The 2001 Enron Call: Johnson

Elon Musk Call Was Reminiscent Of The 2001 Enron Call: Johnson

Gordon L. Johnson, Vertical Group Analyst and Managing Director, on Tesla’s outlook and cash burn.Bermuda Premier David Burt on their economy, tax haven status, and Bermuda as a regulatory play for in...

3 Mai 201826min

Government Should Be Borrowing As Much As They Can Now: Stern

Government Should Be Borrowing As Much As They Can Now: Stern

Joel Stern, Chairman and CEO of Stern Value Management, discusses government debt. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, with key takeaways from Apple ea...

2 Mai 201830min

Ludicrous To Attack China For Supporting Its Own Economy: Roach

Ludicrous To Attack China For Supporting Its Own Economy: Roach

Stephen Roach, Senior Fellow and lecturer at Yale University and a Bloomberg View columnist, discusses whether China has the edge in US trade negotiations. Liam Denning, Energy, Mining and Commodities...

1 Mai 201826min

Unlikely For Sprint And T-Mobile Deal To Get Approved: Butler

Unlikely For Sprint And T-Mobile Deal To Get Approved: Butler

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on T-Mobile to acquire Sprint Corp. for $26.5 billion in stock. Andy Lipow, President of Lipow Oil Associates, on M...

30 Apr 201829min

Consumers Will Be Able To Get Paid For Their Own Data: SRAX CEO

Consumers Will Be Able To Get Paid For Their Own Data: SRAX CEO

Chris Miglino, CEO and Founder of SRAX (Social Reality), on how data is controlled and managed, how regulation will impact big tech media ad dollars, and developing technology for consumers to control...

27 Apr 201829min

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