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)

Fiat Chrysler Ahead Of The Pack In Transition To SUVs: Kudla

Fiat Chrysler Ahead Of The Pack In Transition To SUVs: Kudla

(Bloomberg) -- Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz.Guests:David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on auto earnings, and a broader look at the ...

26 Apr 201829min

Facebook Tries to Curb Fake News, Abuse with New Guidelines

Facebook Tries to Curb Fake News, Abuse with New Guidelines

Monika Bickert, Vice President, Product Policy and Counterterrorism at Facebook, on the company's update of community standards. Phil Bak, CEO of Exponential ETFs, on overexposure to FAANG trade in tr...

25 Apr 201832min

Higher U.S. Yields Are Shifting The Risk-Reward in EM: Sassower

Higher U.S. Yields Are Shifting The Risk-Reward in EM: Sassower

FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment ...

24 Apr 201826min

We want to be a consolidator in the industry: William Weld

We want to be a consolidator in the industry: William Weld

Dave Lafferty, Chief Market Strategist of Natixis Investment Managers, on markets and outlook. Also joining Pimm and Lisa is Scott Black, President and Founder of Delphi Management, on value investing...

20 Apr 201833min

Credit Investors See Highest Rate Risk Exposure Ever: Dhulipala

Credit Investors See Highest Rate Risk Exposure Ever: Dhulipala

Srinivas Dhulipala, founder of credit hedge fund Kildonan Castle Asset Management, on why rate volatility presents the single-biggest risk to the high-yield credit market. Shira Ovide, Bloomberg Gadfl...

20 Apr 201830min

U.S. Better Be Prepared For Another Strike On Syria: Stavridis

U.S. Better Be Prepared For Another Strike On Syria: Stavridis

Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on Mike Pompeo speakin...

18 Apr 201832min

$800 Million Crypto Fund Sees A Revolution in Finance: Masters

$800 Million Crypto Fund Sees A Revolution in Finance: Masters

Coinshares Chairman Danny Masters discusses the outlook for bitcoin and crypto currencies, security, and regulation in the industry.Ira Jersey, Chief US interest rate strategist for Bloomberg Intellig...

17 Apr 201826min

Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody

Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody

Charles Peabody, President of Portales Partners LLC, on bank earnings and why we are seeing a lower quality of earnings. Brian Egger, Senior Gaming and Lodging analyst for Bloomberg Intelligence, on c...

16 Apr 201830min

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