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: GOP Is Pushing Trump to Cut Obamacare Benefits

P&L: GOP Is Pushing Trump to Cut Obamacare Benefits

Bloomberg's Zachary Tracer discusses the future of Obamacare under a Donald Trump presidency. David Kotok, chairman and CIO of Cumberland Advisors, says he sees value in high-quality 30-year municipal...

23 Des 201627min

P&L: Cyberattacks Are the Biggest Threat to the Global Economy

P&L: Cyberattacks Are the Biggest Threat to the Global Economy

Bloomberg's Anurag Rana gives an outlook for software and IT services in 2017 and discusses the threat cyberattacks pose to the global economy. Sal Gilbertie, president and founder of Teucrium Trading...

22 Des 201623min

P&L: This Holiday May Be the Best in a Decade for Retailers

P&L: This Holiday May Be the Best in a Decade for Retailers

Craig Johnson, president of Customer Growth Partners, discusses retail earnings and tells Pimm Fox and Lisa Abramowicz why this holiday may be the best in a decade for retailers. Then, Satish Jindel, ...

21 Des 201626min

P&L: Trump Faces Difficulty in Forming Russia Strategy

P&L: Trump Faces Difficulty in Forming Russia Strategy

Richard Conn, a managing partner at Eurasia Advisors, discusses Russia's relations with Turkey and the U.S. and the implications of the assassination of the Russian ambassador. Then, Pimm Fox and Lisa...

20 Des 201628min

P&L: Making America Great Again Will Need a Weaker Dollar

P&L: Making America Great Again Will Need a Weaker Dollar

Doug Borthwick, managing director at Chapdelaine & Co., discusses the weakening\u0010of China's yuan versus Japan's yen, and gives an outlook for the dollar. Then,\u0010Bloomberg's Zeke Faux talks to ...

19 Des 201625min

P&L: Yahoo Security Breach Could Cost Shareholders $1 Billion

P&L: Yahoo Security Breach Could Cost Shareholders $1 Billion

Bloomberg Gadfly columnist Shira Ovide tells Pimm Fox and Lisa Abramowicz how much the hack could cost shareholders if it leads to the collapse of the Verizon deal. Then, Nav Athwal, CEO of RealtyShar...

16 Des 201625min

P&L: Could See Mid- to Low-90s for the Euro-Dollar in 2017

P&L: Could See Mid- to Low-90s for the Euro-Dollar in 2017

Doug Ramsey, CIO of the Leuthold Group, gives his outlook for markets and the dollar. Then, Bloomberg's Mark Gilbert tells Pimm Fox and Lisa Abramowicz why post-Brexit Britain may face a wage squeeze ...

15 Des 201626min

P&L: We Need to Deploy New Tech Faster to Prevent Cyber Attacks

P&L: We Need to Deploy New Tech Faster to Prevent Cyber Attacks

Gil Shwed, CEO of Check Point Software, tells Pimm Fox and Lisa Abramowicz what the U.S. government needs to do to prevent future cyber attacks. Then, Bloomberg's Jing Cao discusses IBM's plan to hire...

14 Des 201616min

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