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)

A Surprise Dollar Rally Would Be Potentially Disruptive: BNP's Katzive

A Surprise Dollar Rally Would Be Potentially Disruptive: BNP's Katzive

Daniel Katsive, Head of FX Strategy North America at BNP Paribas, on the dollar rout. Jonathan Bernstein, Bloomberg View columnist, on  why Mitch McConnell's job just got a lot harder. Chris Young, CE...

13 Des 201729min

Disney-Fox Deal Would Be Defining Legacy For Bob Iger: Sweeney

Disney-Fox Deal Would Be Defining Legacy For Bob Iger: Sweeney

Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Disney expected to announce a deal to buy a large piece of 21st Century Fox.  Ken Monaghan, Co-...

12 Des 201727min

Expect the U.S. To Issue Digital Currency Next Year: FiREapps CEO

Expect the U.S. To Issue Digital Currency Next Year: FiREapps CEO

Wolfgang Koester, CEO of FiREapps, on bitcoin futures and why he sees the U.S. issuing a digital dollar in 2018.  John Tozzi, healthcare reporter for Bloomberg, with a look at the history of the littl...

11 Des 201728min

Mizuho Securities Adding Staff and Specialties

Mizuho Securities Adding Staff and Specialties

Jerry Rizzieri, President and CEO of Mizuho Securities, on US growth strategy, the current business environment, and Asia's growing role in equities. Bloomberg’s Sonali Basak, Insurance Companies and ...

8 Des 201730min

Vanguard’s Bogle Sees Pension Pain in Decade of 3% Bond Returns

Vanguard’s Bogle Sees Pension Pain in Decade of 3% Bond Returns

Vanguard founder Jack Bogle on what he thinks of ETFs, bitcoin and the bond market. Daniel Gordis, Bloomberg View columnist and Senior Vice President and Koret Distinguished Fellow at Shalem College i...

7 Des 201731min

Retailers Pivoting To ’What’s Your Walmart Strategy?’ in 2018: Ed Yruma

Retailers Pivoting To ’What’s Your Walmart Strategy?’ in 2018: Ed Yruma

Ed Yruma, Equity Research analyst at Keybanc Capital Markets, with e-commerce and retail trends from their consumer conference. Chris Pappas, CEO of Trinseo (NYSE:TSE), discusses where Trinseo is seei...

6 Des 201731min

Christie’s Chair With Inside Look At $450 Million Da Vinci Sale

Christie’s Chair With Inside Look At $450 Million Da Vinci Sale

Stephen Lash, Chairman Emeritus of Christie’s America, on art investing and an inside look at the $450 million Leonardo Da Vinci sale. Simon Ballard, Global Credit strategist for Bloomberg in London, ...

5 Des 201729min

Bond Market Implies U.S. Recession in Late 2018, 2019: Sri Kumar

Bond Market Implies U.S. Recession in Late 2018, 2019: Sri Kumar

Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, on tax reform, bonds and the yield curve, and outlook for markets. Michael Rea, pharmacist, founder and CEO of Rx Savings Solutio...

4 Des 201728min

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