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(3326)

Crypto-Assets Regulation Is Healthy Development, Need Clarity: Burniske

Crypto-Assets Regulation Is Healthy Development, Need Clarity: Burniske

Chris Burniske, Partner at Placeholder and advisor to ARK Investment Management, on outlook for cryptocurrencies in 2018 and upcoming blockchain ETFs. Josh Green, National Correspondent for Bloomberg ...

8 Jan 201826min

Prosecutors in Legal Cannabis States Unlikely To Interfere: Troppe

Prosecutors in Legal Cannabis States Unlikely To Interfere: Troppe

Asher Troppe, Co-Founder and CEO of Tress Capital, on Jeff Sessions and the Trump administration reversing Obama's hands-off marijuana policy and how cannabis stocks will fare.Shira Ovide, Bloomberg G...

5 Jan 201828min

Fixing NYC's Subways Requires Study That Isn't Happening: Ravitch

Fixing NYC's Subways Requires Study That Isn't Happening: Ravitch

Richard Ravitch, Former Lieutenant Governor of New York and Chairman of the MTA, on how to fund the NYC subway crisis, outlook for the infrastructure bill, and Puerto Rico. Liam Denning, Bloomberg Gad...

4 Jan 201822min

10-Year U.S. Yields Poised to Rise to 3.5% in 2018: Bob Sinche

10-Year U.S. Yields Poised to Rise to 3.5% in 2018: Bob Sinche

Bob Sinche, Global Strategist for Amherst Pierpont Securities, discusses why the 10-year US yield is poised to rise 3.5% in 2018.Christopher Flavelle, climate policy reporter for Bloomberg, on how cli...

3 Jan 201824min

Consumer Discretionary Stocks Will Benefit from New Tax Package

Consumer Discretionary Stocks Will Benefit from New Tax Package

Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, on FOMC Preview and Japanese Yields. We also have Bruce Bittles, Chief Investment Officer for Baird, on markets, the economy, ...

3 Jan 201827min

Homebuilders Still Favorite Cyclical Sector Pick In 2018: Kudla

Homebuilders Still Favorite Cyclical Sector Pick In 2018: Kudla

David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks.David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market out...

29 Des 201730min

US May Have To Target Korea's Nuclear Infrastructure: General McPeak

US May Have To Target Korea's Nuclear Infrastructure: General McPeak

General Merrill McPeak, retired four-star general and former Air Force Chief of Staff, on what America's options are for hotspots like North Korea, Israel and Iran.David Fanger, Senior Vice President ...

28 Des 201729min

How New Yorkers Can Prepay Their Property Taxes: Speiss

How New Yorkers Can Prepay Their Property Taxes: Speiss

Tim Speiss, Partner-in-Charge of EisnerAmper’s Personal Wealth Advisors Group, on how New Yorkers can prepay their property taxes early, according to Governor Cuomo’s plan. Lananh Nguyen, FX reporter ...

27 Des 201729min

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