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)

$75 Oil Price Target Looks Rich, More Supply Coming: Kilduff

$75 Oil Price Target Looks Rich, More Supply Coming: Kilduff

Guests:John Kilduff, Founding Partner of Again Capital, on the oil markets, current forecast, and OPEC projections.Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, on why ta...

26 Des 201727min

Louisiana Prepares For Climate-Linked Flooding, Moving Thousands: Flavelle

Louisiana Prepares For Climate-Linked Flooding, Moving Thousands: Flavelle

Christopher Flavelle, climate policy reporter for Bloomberg, on Louisiana finalizing a plan to move thousands of people from areas threatened by the rising Gulf of Mexico, in what could be a blueprint...

22 Des 201727min

Facebook Unit Works With Nearly Anyone Seeking Power: Silver

Facebook Unit Works With Nearly Anyone Seeking Power: Silver

Vernon Silver, projects and investigations reporter for Bloomberg in Rome, on Facebook's little-known global government and politics team that works with nearly anyone seeking or securing power. John ...

21 Des 201728min

Tax Plan Likely to Spur More M&A: Evercore's Schlosstein

Tax Plan Likely to Spur More M&A: Evercore's Schlosstein

Ralph Schlosstein, President and CEO of Evercore, on why the GOP tax plan could have a significant effect on New York City and its role as global financial center. Shira Ovide, Bloomberg Gadfly techno...

20 Des 201726min

Stability Risks Have Moved From Banks to Asset Managers: Algebris' Gallo

Stability Risks Have Moved From Banks to Asset Managers: Algebris' Gallo

Max Nisen, Biotech, Pharma and Healthcare Columnist for Bloomberg Gadfly, on his article “A Humana Deal Would Escalate the Insurance Arms Race: Gadfly”. We also have Alberto Gallo, Portfolio Manager a...

19 Des 201728min

Stocks Gain on U.S. Tax Plan; Bitcoin Rallies

Stocks Gain on U.S. Tax Plan; Bitcoin Rallies

Mark Anquillare, Chief Operating Officer of Verisk Analytics, on the need for private flood insurance and insuring a nuclear attack. Ken Fisher, the founder, chairman and co-CIO of Fisher Investments,...

18 Des 201727min

FCC Putting Foxes In Charge of the Hen House: Garrity

FCC Putting Foxes In Charge of the Hen House: Garrity

David Garrity, CEO of GVA Research, and June Grasso, legal expert and co-host on Politics, Power, Policy & Law for Bloomberg, on the industry and legal ramifications of the FCC decision to repeal net ...

15 Des 201730min

Could See CBS Looking To Buy, Following Disney-Fox Deal

Could See CBS Looking To Buy, Following Disney-Fox Deal

Geetha Ranganathan, Senior Media analyst for Bloomberg Intelligence, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on Disney buying $52 billion of Fox assets in a breakup of the Murdoch e...

14 Des 201729min

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