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)

Delinquencies Hint At Pockets of Frayed Consumer Health: Cutts

Delinquencies Hint At Pockets of Frayed Consumer Health: Cutts

Amy Crews Cutts, Chief Economist for Equifax, on the rising amount of consumer debt.David Lee, COO and CFO of Impossible Foods, on its plant-based burger making its fast food debut at White Castle. Ba...

12 Apr 201826min

All Eyes Swivel To Washington As Trump Tweets, Ryan To Exit

All Eyes Swivel To Washington As Trump Tweets, Ryan To Exit

Marty Schenker, Chief Content Officer for Bloomberg, on headlines moving markets today: U.S. mulling military strategies in Syria, Trump considering firing Rosenstein to end Mueller investigation. Bil...

11 Apr 201831min

California Plans to Cut Emissions By 40% By 2030: Edison CEO

California Plans to Cut Emissions By 40% By 2030: Edison CEO

Pedro Pizarro, President and CEO, Edison International, on investing in new energies, and how utilities are positioning themselves to benefit from the shift to electric vehicles.Anne Finucane, Vice Ch...

10 Apr 201830min

Developing A Secure Nuclear Energy Strategy In Middle East: IP3

Developing A Secure Nuclear Energy Strategy In Middle East: IP3

Guests:General (Ret.) Keith Alexander, U.S. Army, Co-founder and Director at IP3, on creating a strategy for secure economic development of nuclear energy in the Middle East, and implications for the ...

9 Apr 201826min

Deflationary Forces Will See 30-Year UST Going To 2%: Shilling

Deflationary Forces Will See 30-Year UST Going To 2%: Shilling

Guests:Gary Shilling, President of A. Gary Shilling & Co. and Bloomberg View Prophet and columnist, on markets, commodities and current investment themes.Brendan Ahern, CIO of KraneShares, on China, t...

6 Apr 201831min

Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on tariffs, and the US considering an emergency CFI...

5 Apr 201830min

Weak Dollar To Continue As Central Banks Reallocate: Borthwick

Weak Dollar To Continue As Central Banks Reallocate: Borthwick

Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on currency strategy, dollar weakness, and why the Canadian dollar will rebound. Satish Jindel, President of SJ Consulting, dispels Trump...

4 Apr 201829min

Trump Government Muddies Economics With Politics: Alan Blinder

Trump Government Muddies Economics With Politics: Alan Blinder

Alan Blinder, economist and former Vice-Chair of the Federal Reserve, on his new book, "Advice and Dissent: Why America Suffers When Economics and Politics Collide." Jordyn Holman, Bloomberg reporter,...

3 Apr 201828min

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