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(3320)

The Fed, Interest Rates, and JetBlue

The Fed, Interest Rates, and JetBlue

Cam Harvey, Professor at Duke University Faqua School of Business, joins to discuss the FOMC meeting, the Treasury auction, and outlook for a hard landing. Jen Rie, Senior Antitrust Analyst with Bloom...

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Yields, Caterpillar, Euro,   and the Fed

Yields, Caterpillar, Euro, and the Fed

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses yields, the Fed, and the US Treasury. Chris Ciolino, with Bloomberg Intelligence, joins to break down Caterpillar ea...

31 Okt 202354min

Israel, UAW, Apple, and a   Soft Landing

Israel, UAW, Apple, and a Soft Landing

Mick Mulroy, co-founder of the Lobo Institute, joins to discuss the latest on the “second phase” of the Israel-Hamas war and what the ground invasion of Gaza currently looks like. Gabi Coppola, auto i...

30 Okt 202356min

Markets, Big Oil, Intel, and Jeep

Markets, Big Oil, Intel, and Jeep

Stuart Paul, US Economist with Bloomberg Economics, joins to discuss PCE data, University of Michigan sentiment, and the outlook for consumer spending. Alix Steel and Guy Johnson interview Exxon Chair...

27 Okt 20231h 3min

GDP, UAW, Morgan Stanley, and UPS

GDP, UAW, Morgan Stanley, and UPS

Vince Cignarella, macro strategist with Bloomberg News, joins to discuss markets and eco outlook post 3Q GDP. Keith Naughton, reporter with Bloomberg News in Detroit, joins to discuss the latest on th...

26 Okt 202356min

UAW, Tech Earnings, Regional Banks, and Bonds

UAW, Tech Earnings, Regional Banks, and Bonds

Joel Levington, Director of Credit Research at Bloomberg Intelligence, joins to discuss the UAW strike and outlook for auto makers. Angelo Zino, Senior Industry Analyst at CFRA Research, joins to disc...

25 Okt 202346min

General Motors, Big Tech, GE, and Spotify

General Motors, Big Tech, GE, and Spotify

Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to talk General Motors earnings and the latest developments in the UAW strike. Liz Young, Head of Investment Strategy at SoFi, join...

24 Okt 202351min

Israel, Oil Merger, Airlines, and Drug Development

Israel, Oil Merger, Airlines, and Drug Development

Ambassador Alon Pinkas, former Israel General Consel in New York, former Chief of Staff to two foreign minister, and former advisor on US affairs to former Israeli Prime Minister Ehud Barak, joins to ...

23 Okt 202354min

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