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(3310)

Eurasia Advisors' Conn on Investing in Russia, Ukraine (Audio)

Eurasia Advisors' Conn on Investing in Russia, Ukraine (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Richard Conn, Managing Partner Eurasia Advisors, on investing in Russia, Ukraine and CIS markets, and how Brexit has impacted the region.See omnystudio.com/listener for privacy information.

13 Jul 201619min

Bloomberg's Porter on INTC/McAfee, Heilemann on VP Picks(Audio)

Bloomberg's Porter on INTC/McAfee, Heilemann on VP Picks(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Kiel Porter, Deals Americas reporter for Bloomberg, on Intel's McAfee unit drawing interest from private firms, as the company considers selling the business. John Heilemann, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Vice President picks and process.See omnystudio.com/listener for privacy information.

13 Jul 201611min

Stifel's Piegza: Could Be Discussing US Recession Again (Audio)

Stifel's Piegza: Could Be Discussing US Recession Again (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Lindsey Piegza, Chief Economist at Stifel Nicolaus & Co., on the Beige Book, the Bank of England, and the Fed.See omnystudio.com/listener for privacy information.

13 Jul 201611min

Eurasia's Rahman: UK Brexit Czar Choice Will Be Critical(Audio)

Eurasia's Rahman: UK Brexit Czar Choice Will Be Critical(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mujtaba Rahman, Practice Head of Europe at Eurasia Group, on Theresa May today taking over from David Cameron to become the 54th British prime minister.See omnystudio.com/listener for privacy information.

13 Jul 20168min

Bloomberg's Goyal, Clavis's Chaudhury: Amazon Prime Day (Audio)

Bloomberg's Goyal, Clavis's Chaudhury: Amazon Prime Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Poonam Goyal, Senior Retail Analyst for Bloomberg Intelligence, and Supriya Chaudhury, CMO for Clavis Insight, on the e-commerce performance of Amazon Prime Day.See omnystudio.com/listener for privacy information.

12 Jul 20168min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Belmond (BEL).See omnystudio.com/listener for privacy information.

12 Jul 201612min

RBC's Golub Favors US Equities In Low Vol Environment (Audio)

RBC's Golub Favors US Equities In Low Vol Environment (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jonathan Golub, Chief US Market Strategist for RBC Capital Markets, on the markets, earnings, and why the call for lower returns on equity is too early.See omnystudio.com/listener for privacy information.

12 Jul 201611min

Conference Board's Maselli on European Labor Markets (Audio)

Conference Board's Maselli on European Labor Markets (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ilaria Maselli, Senior Economist, Europe, at the Conference Board, on the labor markets and future of employment of Europe.See omnystudio.com/listener for privacy information.

12 Jul 201611min

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