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)

Jay Powell Nomination Ruptures Bipartisan Fed Image, Binder Says

Jay Powell Nomination Ruptures Bipartisan Fed Image, Binder Says

Sarah Binder, a professor at George Washington University and a senior fellow at the Brookings Institution, and Mark Spindel, a Bloomberg View columnist and founder and chief investment officer at Pot...

7 Nov 201728min

Broadcom-Qualcomm Would Create Cross-Sector Chips Powerhouse, Srinivasan Says

Broadcom-Qualcomm Would Create Cross-Sector Chips Powerhouse, Srinivasan Says

Bloomberg Intelligence's Anand Srinivasan and Brooke Sutherland, a deals columnist at Bloomberg Gadfly, talk about news that Broadcom is offering $130 billion for Qualcomm in a landmark tech deal. Cra...

6 Nov 201729min

Simon Nynens on How to Fail Less

Simon Nynens on How to Fail Less

Simon Nynens, CEO and chairman of Wayside Technology Group, talks about creating a work environment to recruit and retain employees. Withum's Dave Springsteen and Tony Nitti discuss the tax reform bil...

3 Nov 201723min

High Probability for U.S.-China Trade Tension in 2018, Miller Says

High Probability for U.S.-China Trade Tension in 2018, Miller Says

Leland Miller, CEO of China Beige Book International, tells Pimm Fox and Lisa Abramowicz why optimism about China's economy is based on misconceptions. Scott Galloway, a professor of markets at NYU's ...

2 Nov 201728min

Ukraine Is Key to Showing Close Ties From Trump to Russia, Conn Says

Ukraine Is Key to Showing Close Ties From Trump to Russia, Conn Says

Richard Conn, a managing partner at Eurasia Advisors, talks about the links between Russia, Ukraine and Manafort, and how the conspiracy investigation is a watershed event in U.S. history. Steve Peach...

1 Nov 201729min

Facebook, Twitter and Google Under Senate Microscope on Russia, De Vynck Says

Facebook, Twitter and Google Under Senate Microscope on Russia, De Vynck Says

Bloomberg's Garrit De Vynck talks about Facebook, Twitter and Google's appearances before Congress to answer questions on how Russians meddled on social media. Noah Feldman, Felix Frankfurter Professo...

31 Okt 201727min

Sportsmen Oppose Trump's Plan to Rescind Monuments, Fosburgh Says

Sportsmen Oppose Trump's Plan to Rescind Monuments, Fosburgh Says

Whit Fosburgh, president and CEO of the Theodore Roosevelt Conservation Partnership, talks about the moves by Ryan Zinke's Department of the Interior to open up national lands and monuments for commer...

30 Okt 201728min

Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says

Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says

Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about bond markets, investment strategy and high-yield. Shira Ovide, a Bloomberg Gadfly columnist covering technology, a...

27 Okt 201728min

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