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)

Fed Won't Have Your Back, Salient's Hunt Says

Fed Won't Have Your Back, Salient's Hunt Says

Salient's Ben Hunt talks about how the Fed's new "reaction function" to data won't be as investor-friendly as was before. Stephen Gandel, a Bloomberg Gadfly columnist, tells Pimm Fox why there's littl...

19 Jun 201724min

What Whole Foods Means for Amazon's Foray Into Food

What Whole Foods Means for Amazon's Foray Into Food

Bloomberg Gadfly columnist Shira Ovide talks about Amazon's deal to buy Whole Foods and what it means for Amazon's foray into food. Bloomberg's Katherine Chiglinsky discusses GE's $31 billion pension ...

16 Jun 201727min

American Airlines CEO on Fast Flights With Private Air Traffic

American Airlines CEO on Fast Flights With Private Air Traffic

Live from Pershing's INSITE 2017 conference at the Manchester Grand Hyatt in San Diego. Doug Parker, American Airlines chairman and CEO, talks about the outlook for the airline industry, privatizing a...

15 Jun 201726min

Lack of Talent's the Main Challenge in Advisory, Tibergien Says

Lack of Talent's the Main Challenge in Advisory, Tibergien Says

Mark Tibergien, CEO of Pershing Advisor Solutions, discusses advisory trends, the needs of high net-worth investors and the future of the financial services industry. Simon Roy, the president and CEO ...

14 Jun 201723min

What Happens to Economic Growth if Trumponomics Is Trampled?

What Happens to Economic Growth if Trumponomics Is Trampled?

Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why he's downgrading the medium-term outlook for U.S. economic growth and asks what remains if T...

13 Jun 201726min

Apple at Risk if iPhones Don't "Sell Like Hotcakes," Ovide Says

Apple at Risk if iPhones Don't "Sell Like Hotcakes," Ovide Says

Shira Ovide, a technology columnist at Bloomberg Gadfly, talks about the technology rout and the expectations for Apple's next iPhone. Damian Sassower, a fixed income strategist at Bloomberg Intellige...

12 Jun 201726min

U.K. Election Raises Power of the Remainers, Blanchflower Says

U.K. Election Raises Power of the Remainers, Blanchflower Says

Danny Blanchflower, a professor of economics at Dartmouth College, talks about the geopolitical and economic outlook following the U.K. election. Doug Ciocca, CEO and partner at Kavar Capital, discuss...

9 Jun 201726min

Cities Get Incentives for Working With PE, Carlyle COO Says

Cities Get Incentives for Working With PE, Carlyle COO Says

Glenn Youngkin, president and chief operating officer of the Carlyle Group, talks about incentives that cities get by forming partnerships with private equity to fund infrastructure spending. Kristi M...

7 Jun 201727min

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