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(3314)

Instant Reaction: Nvidia Forecast Shatters Estimates

Instant Reaction: Nvidia Forecast Shatters Estimates

Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong. For instant reaction and analys...

22 Mai 202413min

Anglo Opens BHP Talks, Target Earnings, UK Election

Anglo Opens BHP Talks, Target Earnings, UK Election

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Grant Sporre, Bloomberg Intelligence Global Head of Metals and Mining, discusses the latest with the BHP bid to buy Anglo American....

22 Mai 202444min

Macy’s Beats on Profits, Lowe's Earnings

Macy’s Beats on Profits, Lowe's Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Rachel Ten Brink, General Partner at Red Bike Capital, discusses Macy’s earnings. Drew Reading, Bloomberg Intelligence U.S Homebuil...

21 Mai 202444min

JPMorgan Investor Day, Iran Latest

JPMorgan Investor Day, Iran Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses JPMorgan Chase’s investor day. D...

20 Mai 202443min

Walmart and Home Depot Earnings, China Tariffs

Walmart and Home Depot Earnings, China Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmar...

17 Mai 202440min

Gamestop Extends Rout, Reddit & OpenAI Pact

Gamestop Extends Rout, Reddit & OpenAI Pact

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bailey Lipschultz, Bloomberg News Equities Reporter, talks GameStop and recent meme stock mania. Shelby McFaddin, Investment Analys...

17 Mai 202440min

Walmart Shares Surge, Deere Earnings

Walmart Shares Surge, Deere Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Walmart earnings. Rich Hill, ...

16 Mai 202442min

AMC Seizes on Meme Stock Mania, US Core CPI Cools

AMC Seizes on Meme Stock Mania, US Core CPI Cools

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bailey Lipschultz, Bloomberg News Equities Reporter, talks about recent meme stock mania. Lydia Boussour, Senior Economist at Ernst...

15 Mai 202446min

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