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)

The 2016 Car Swoon Is Turning Into a Skid in 2017, Tynan Says

The 2016 Car Swoon Is Turning Into a Skid in 2017, Tynan Says

Kevin Tynan, senior auto analyst at Bloomberg Intelligence, says the 2016 car swoon is turning into an uncontrollable skid this year. Tyler Benster, a general partner at Asimov Ventures, and Shamil Ha...

13 Mar 201729min

NAFTA Trade Issues Baked Into TPP Are Now Gone, Froman Says

NAFTA Trade Issues Baked Into TPP Are Now Gone, Froman Says

Michael Froman, a former U.S. trade representative and distinguished fellow at the Council on Foreign Relations, discusses the future of global trade, TPP and renegotiating NAFTA. Axel Merk, president...

10 Mar 201726min

Dodd-Frank Repeal Won't Happen This Year, Nathan Dean Says

Dodd-Frank Repeal Won't Happen This Year, Nathan Dean Says

Bloomberg Intelligence's Nathan Dean says key Republicans are turning away from rolling back Dodd-Frank and turning towards easier things to tackle. Richard Conn, a managing partner at Eurasia Advisor...

9 Mar 201727min

Should the Real Price of Oil Be $20 a Barrel? Smead Asks

Should the Real Price of Oil Be $20 a Barrel? Smead Asks

Bill Smead, CEO of Smead Capital Management, discusses what would happen if oil was priced at $20 a barrel. Bloomberg's Chris Reiter discusses a study from consultant firm Roland Berger that says a U....

8 Mar 201727min

Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says

Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says

In this special episode of P&L, recorded live at Symphony Hall in Boston, we take a look at the city in the age of Trump. First up: Mayor Marty Walsh talks about the potential impact of an immigration...

7 Mar 201730min

Eric Balchunas on How Important Fees Are to Fund Performance

Eric Balchunas on How Important Fees Are to Fund Performance

Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses active versus passive management and the ongoing pressure on fees at asset managers. Joe Mysak, an editor at Bloomberg Briefs Munici...

3 Mar 201727min

Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says

Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says

Conor Sen, a Bloomberg View columnist and money manager at New River Investments, says Donald Trump's infrastructure plan would require an additional 570,000 construction workers. David Kudla, CEO and...

2 Mar 201726min

WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says

WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says

Vincent Reinhart, the chief economist at Standish Mellon Asset Management, says the Wall Street Journal's coverage of the Fed's January meeting shaped the probability of a March rate hike. Neil Dwane,...

1 Mar 201725min

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