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(3322)

P&L: Bloomberg's Meyer on the Sense of Growing Alarm in Kremlin

P&L: Bloomberg's Meyer on the Sense of Growing Alarm in Kremlin

Henry Meyer, a politics reporter for Bloomberg in Moscow, discusses the Kremlin's growing fears that a meaningful detente with the U.S. may not be achieved. John Augustine, CIO of Huntington Bank, dis...

19 Jan 201725min

P&L: Puzder May Drop Out, BNA's Ognanovich says (Correct)

P&L: Puzder May Drop Out, BNA's Ognanovich says (Correct)

Nancy Ognanovich, a senior reporter at Bloomberg BNA, discusses the Senate hearings on Donald Trump's cabinet picks and tells co-hosts Pimm Fox and Lisa Abramowicz that Andrew Puzder may drop out of t...

18 Jan 201724min

Bloomberg’s Welch on GM: Already in the Works, Mostly Posturing

Bloomberg’s Welch on GM: Already in the Works, Mostly Posturing

David Welch, Detroit Bureau chief for Bloomberg, on GM announcing $1 billion in US investments, answering to pressure from Trump. Rob Hutton, UK government and politics reporter for Bloomberg, on Ther...

17 Jan 201725min

P&L: Fed Won't Be in a Position to Raise Rates in February

P&L: Fed Won't Be in a Position to Raise Rates in February

Ward McCarthy, the chief economist at Jefferies, discusses the Fed and gives his global economic outlook for 2017. John Lauerman, a health care reporter for Bloomberg, tells Pimm Fox and Lisa Abramowi...

13 Jan 201724min

P&L: Apple Could Bundle New Original Content Business

P&L: Apple Could Bundle New Original Content Business

John Petrides, a managing director and portfolio manager at Point View Wealth Management, says Apple could build a significant new business in original shows and movies. Liz Ann Sonders, chief investm...

12 Jan 201725min

P&L: Tough Questioning in Tillerson Hearing is Bipartisan

P&L: Tough Questioning in Tillerson Hearing is Bipartisan

Bloomberg's Steven Dennis discusses the Congressional hearings for Donald Trump's cabinet picks. Mike Materasso, senior vice president and co-chair of Franklin Templeton's Fixed Income Policy Committe...

11 Jan 201731min

P&L: The Global Nature of the Auto Industry

P&L: The Global Nature of the Auto Industry

Bob Carter, president of Toyota North America, discusses the new Camry and the global nature of the auto industry. Nancy Ognanovich, a senior reporter at Bloomberg BNA, talks to Pimm Fox and Lisa Abra...

10 Jan 201723min

P&L: Volvo Will Start Producing Cars in U.S. by Mid-2018

P&L: Volvo Will Start Producing Cars in U.S. by Mid-2018

Volvo's Lex Kerssemakers discusses Volvo's comeback and says the company will start producing cars in the U.S. by mid-2018. Kevin Tynan, a senior auto analyst for Bloomberg Intelligence, and Bloomberg...

9 Jan 201725min

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