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)

Russia's a Clear And Present Danger, Ambassador Ereli Says

Russia's a Clear And Present Danger, Ambassador Ereli Says

Adam Ereli, who was a U.S. ambassador to Bahrain and State Department deputy spokesman, discusses the Russia investigation, U.S.-Russia relations and Rex Tillerson's meeting with NATO. Stephen Guilfoy...

23 Mar 201727min

Political Risk Not a Major Threat to Globalization, Datta Says

Political Risk Not a Major Threat to Globalization, Datta Says

Tapan Datta, the chief economist at Aon Hewitt, talks about the impact of political events on the Eurozone economy. Bloomberg Intelligence's Ryan O'Connell discusses Ally Financial and the deepening a...

22 Mar 201727min

Is There Value in Gorsuch's Congressional Hearings?

Is There Value in Gorsuch's Congressional Hearings?

Greg Stohr, a Supreme Court reporter at Bloomberg, says 90 percent of Neil Gorsuch's answers at his Congressional hearings are predictable, but there's real substance in the nitty-gritty of what he sa...

21 Mar 201712min

Bloomberg's Olorunnipa on Comey's Testimony on Russia Investiga

Bloomberg's Olorunnipa on Comey's Testimony on Russia Investiga

Toluse Olorunnipa, White House Correspondent, on FBI Director James Comey testifying at a congressional hearing on the investigation into Russia's alleged meddling in the 2016 election. Ian Wishart, E...

20 Mar 201719min

EU's Harkin: EU Nations in Free-For-All Fight for UK Companies

EU's Harkin: EU Nations in Free-For-All Fight for UK Companies

Marian Harkin, member of the EU Parliament’s Economic and Monetary Affairs Committee and former member of Ireland’s parliament, on Brexit, companies shifting out of the UK, and the future of the EU. J...

17 Mar 201729min

Borthwick Looks for Weaker Dollar, Sees Strong China Currency

Borthwick Looks for Weaker Dollar, Sees Strong China Currency

Douglas Borthwick, head of foreign exchange at Chapdelaine & Co., discusses currencies following the Fed hike, the Dutch elections and the Bank of England and Bank of Japan rate decisions. Citigroup's...

16 Mar 201728min

Kocherlakota Sees Labor Market Slack, Calls for Hike Caution

Kocherlakota Sees Labor Market Slack, Calls for Hike Caution

Narayana Kocherlakota, a Bloomberg View columnist and former Minneapolis Fed president, tells Pimm Fox and Lisa Abramowicz why the Fed should display more patience on a rate hike. Washington D.C. Mayo...

15 Mar 201728min

Eisenbeis Doesn't Expect Fed to Sell Off Mortgage Assets

Eisenbeis Doesn't Expect Fed to Sell Off Mortgage Assets

Bob Eisenbeis, vice chairman and chief monetary economist at Cumberland Advisors and the former director of research at the Atlanta Fed, previews what to expect from the Fed and gives an outlook for r...

14 Mar 201726min

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