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(3325)

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

Peter Kenny Says Underperforming Sectors Will Catch Up to Tech

Peter Kenny Says Underperforming Sectors Will Catch Up to Tech

Peter Kenny, a senior market strategist at Global Markets Advisory Group and an independent market strategist for Kenny & Co. LLC, tells Pimm Fox and Lisa Abramowicz why he expects underperforming ind...

6 Jun 201727min

What Trump's Tax Proposal Means for Retirement Plans

What Trump's Tax Proposal Means for Retirement Plans

Live from Commonwealth Financial Network's 2017 Retirement Symposium in Boston. Peter Fendler, a principal at Hub International New England, discusses retirement funding, the age of the Fiduciary Rule...

5 Jun 201734min

What the Market Really Thinks About the May Jobs Report

What the Market Really Thinks About the May Jobs Report

Mark Grant, the chief strategist at Hilltop Securities, and Neil Dutta, the head of U.S. economics at Renaissance Macro Research LLC, discuss the May jobs report and how the market's reacting. Then, R...

2 Jun 201721min

How Bob Inglis Went From Climate Change Denier to Activist

How Bob Inglis Went From Climate Change Denier to Activist

Former South Carolina Republican Congressman Bob Inglis, executive director of republicEn.org, talks about going from a climate change denier to an activist and why pulling out of the Paris Accord is ...

1 Jun 201727min

Politics Are Sideshow to Stock Valuations, Lieberman Says

Politics Are Sideshow to Stock Valuations, Lieberman Says

Chuck Lieberman, the chief investment officer at Advisors Capital Management LLC and a Bloomberg View columnist, discusses his column, "Stocks Rally as D.C. Burns and That's Not Odd." Patrick Donahue,...

30 Mai 201730min

Venezuela Bondholders Shouldn't Abet Bad Regime, Hausmann Says

Venezuela Bondholders Shouldn't Abet Bad Regime, Hausmann Says

Ricardo Hausmann, the director of the Center for International Development at Harvard's Kennedy School and Venezuela's former planning minister, discusses Venezuela's debt outlook and political climat...

26 Mai 201727min

Bitcoin Craze Stems From Institutional Buying, Quaranta Says

Bitcoin Craze Stems From Institutional Buying, Quaranta Says

Ron Quaranta, chairman of the Wall Street Blockchain Alliance, discusses the state of the blockchain world in financial markets and the surge in demand for bitcoin. Joseph Feldman, the senior managing...

25 Mai 201733min

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