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)

U.S. Economy Has Peaked So Don't Expect Fast Growth, Ramos Says

U.S. Economy Has Peaked So Don't Expect Fast Growth, Ramos Says

Ernesto Ramos, the head of equities at BMO Global Asset Management, discusses his contrarian view that the U.S. economy has peaked and that we aren't in a higher-growth environment. Patrick Chovanec, ...

24 Mai 201728min

USPS' Seaver Sees Cases for Autonomous and Drone Delivery

USPS' Seaver Sees Cases for Autonomous and Drone Delivery

Live from the National Postal Forum in Baltimore, Maryland. Kristin Seaver, chief information officer and executive vice president of the United States Postal Service, discusses mail intelligence engi...

23 Mai 201736min

Fed Could Lose a Tool With Balance Sheet Cut, Kocherlakota Says

Fed Could Lose a Tool With Balance Sheet Cut, Kocherlakota Says

Narayana Kocherlakota, a Bloomberg View columnist and the former Minneapolis Fed president, discusses what he calls the Fed's $2 trillion mistake and why economic forecasting is still broken. Michael ...

22 Mai 201728min

Contagion From Brazil to EM Is Relatively Limited, Dennis Says

Contagion From Brazil to EM Is Relatively Limited, Dennis Says

Geoffrey Dennis, the head of global emerging market strategy at UBS Securities, discusses emerging markets and Brazil. Mike McGlone, a commodities strategist at Bloomberg Intelligence, talks about the...

19 Mai 201726min

How Brazil's Corruption Crises Are Roiling Markets

How Brazil's Corruption Crises Are Roiling Markets

Bloomberg's David Wilson and Vivianne Rodrigues tell Lisa Abramowicz explain how Brazil's corruption crises are roiling the markets. Then, Max Abelson, a Bloomberg finance reporter, talks about the ke...

18 Mai 201710min

The Real Move Is From High to Low Cost Funds, Kapoor Says

The Real Move Is From High to Low Cost Funds, Kapoor Says

Kunal Kapoor, CEO of Morningstar Inc., discusses passive vs. active funds and the financial services industry. Doug Borthwick, the managing director and head of FX at Chapdelaine & Co., talks about th...

17 Mai 201730min

It's the President's Choice to Disclose Info, Ex-CIA Head Says

It's the President's Choice to Disclose Info, Ex-CIA Head Says

Jim Woolsey, former director of the CIA, gives an insider's perspective on Trump's reported leak of highly classified intelligence to Russian diplomats. Bloomberg's Steven Dennis talks about how Senat...

16 Mai 201728min

Cybersecurity's a Race to Install Microsoft Patches, Coden Says

Cybersecurity's a Race to Install Microsoft Patches, Coden Says

Michael Coden, who heads the cybersecurity practice at BCG Platinion and is also associate director of the MIT Cybersecurity Research Consortium, discusses the WannaCry pandemic. Toluse Olorunnipa, a ...

15 Mai 201729min

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