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(3323)

Trump Visa Crackdown Could Ship Work Offshore, Anurag Rana Says

Trump Visa Crackdown Could Ship Work Offshore, Anurag Rana Says

Bloomberg Intelligence's Anurag Rana says Trump's crackdown on the H-1B visa program could mean Silicon Valley will ship work offshore. Tom Murn, CEO of ViaTouch Media, discusses the "Lisa" vending ma...

4 Apr 201727min

Fiduciary's Andersen Assesses the Trump Speculation Premium

Fiduciary's Andersen Assesses the Trump Speculation Premium

Peter Andersen, CIO of Fiduciary Trust, talks about the effect that the Trump administration could have on the fixed-income market. Holly Liss, a managing director at BTIG, discusses the bond market a...

3 Apr 201727min

Nick Colas Says Public Equity Market May Be a Broken Concept

Nick Colas Says Public Equity Market May Be a Broken Concept

Nick Colas, chief market strategist at Convergex, says David Einhorn's General Motors plan exposes broken public equity markets. Dawn Sandoval, COO at Kalyx Development, discusses the current outlook ...

31 Mar 201730min

Health Care Must Insure the Young to Make it Work, Miller Says

Health Care Must Insure the Young to Make it Work, Miller Says

Alan Miller, CEO of Universal Health Services, discusses the outlook for hospitals and the impact of efforts to repeal Obamacare. David Lebovitz, JPMorgan's global market strategist, gives an outlook ...

30 Mar 201727min

Golfer Greg Norman Uses Tech to Bring Millennials Back to Game

Golfer Greg Norman Uses Tech to Bring Millennials Back to Game

Famed golfer Greg Norman, who also founded Great White Shark Enterprises, discusses his company's new partnership, athlete brand-building and outlook for the industry. Kathleen Gaffney, co-director of...

29 Mar 201728min

Former CIA Acting Director Forecasts Global Risks (Correct)

Former CIA Acting Director Forecasts Global Risks (Correct)

Jack Devine, former acting director of the CIA and founding partner and president of the Arkin Group, provides his spring 2017 forecast for global risks. Carl Eichstaedt, a senior money manager at Wes...

29 Mar 201726min

Agrochemical Mega-Deals Could Reshape Industry, BI's Miner Says

Agrochemical Mega-Deals Could Reshape Industry, BI's Miner Says

Jason Miner, a senior global chemical analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how mega-deals could reshape the agrochemicals industry. Rick Selvala, CEO and co-founder of...

27 Mar 201728min

Moody's Carlson on the Direction of the U.S. Credit Rating

Moody's Carlson on the Direction of the U.S. Credit Rating

Sarah Carlson, a senior vice president at Moody's Investors Service, discusses the White House budget proposal and the direction of the U.S. credit profile. Bloomberg's Meenal Vamburkar talks about Tr...

24 Mar 201737min

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