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(3324)

'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says

'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says

Simon Ballard, a Bloomberg credit strategist in London, talks about Greece returning to the debt markets. Steven Oh, the global head of credit and fixed-income at PineBridge Investments, tells Pimm Fo...

25 Jul 201729min

A Collapsing Venezuela Could Jolt Oil Market, Denning Says

A Collapsing Venezuela Could Jolt Oil Market, Denning Says

Bloomberg Gadfly's Liam Denning talks about how a collapsing Venezuela could jolt the oil market. Dr. Stafford Broumand, a plastic surgeon at 740 Park Plastic Surgery and the former president of the A...

24 Jul 201727min

How Sinclair Broadcasting Is Delivering Trump's Message

How Sinclair Broadcasting Is Delivering Trump's Message

Bloomberg Businessweek's Felix Gillette tells Pimm Fox and Lisa Abramowicz how the Sinclair Broadcasting group -- the largest owner of broadcast TV stations -- is becoming the unofficial arm of the Tr...

21 Jul 201728min

Mueller Expands Probe Into Trump's Business, While Sessions Labors On

Mueller Expands Probe Into Trump's Business, While Sessions Labors On

Bloomberg's Christian Berthelsen, Bloomberg View columnist Al Hunt and national security editor Larry Liebert talk about the Bloomberg scoop that U.S. Special Counsel Robert Mueller is said to be expa...

20 Jul 201722min

McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

Burt Flickinger, the managing director at Strategic Resource Group, talks about McCormick & Co. acquiring Reckitt Benckiser Group Plc's food business for $4.2 billion. Frank Bien, CEO of Looker, and M...

19 Jul 201730min

Why Intrepid's Travis Likes Leucadia

Why Intrepid's Travis Likes Leucadia

Mark Travis, president and CEO of Intrepid Capital, tells Pimm Fox and Lisa Abramowicz his current stock picks and why he likes Leucadia National. Erik Hirsch, the vice chairman and head of strategic ...

18 Jul 201725min

Why Carson Block's Short on Bank of Ozarks Has Failed

Why Carson Block's Short on Bank of Ozarks Has Failed

George Gleason, CEO and chairman of Bank of the Ozarks, talks about the bank's growth and high safety standards, defying Carson Block's 2016 SOHN conference short idea. Bloomberg's Gabrielle Coppola d...

17 Jul 201728min

Bond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says

Bond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says

Jim Vogel, an interest rate strategist at FTN Financial, discusses the bond market, inflation and rates outlook. Bob Eisenbeis, the vice chairman and chief monetary economist at Cumberland Advisors an...

14 Jul 201729min

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