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.

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Earnings, Mergers, Buy American, and Formula 1

Earnings, Mergers, Buy American, and Formula 1

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for our weekly Friday wall street roundup. Nancy Tengler, CEO and CIO at Laffer Tengler Inve...

21 Apr 202357min

Tesla, REITs, Regionals, and Markets

Tesla, REITs, Regionals, and Markets

Dan Ives, Senior Equity Analyst with WedBush Securities, joins to break down Tesla earnings, Elon Musk, Twitter, and other tech stories. David Auerbach, Managing Director at Armada ETF Advisors, discu...

20 Apr 202344min

Netflix, UK CPI, Bank Earnings, and Fox News

Netflix, UK CPI, Bank Earnings, and Fox News

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss Disney layoffs and Netflix earnings. David Mann, Franklin Templeton head of global ETF product and capital markets, j...

19 Apr 202358min

Banks, ChatGPT, Apple, Fox News, and Cybersecurity

Banks, ChatGPT, Apple, Fox News, and Cybersecurity

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join to break down bank earnings. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence,...

18 Apr 202355min

Merck, AI, Earnings, and First Republic

Merck, AI, Earnings, and First Republic

John Murphy, Pharmaceutical Analyst with Bloomberg Intelligence, joins to discuss the Merck-Prometheus Biosciences deal. Austin Graff, founder and CIO at Opal Capital, joins to discuss segments he lik...

17 Apr 202356min

Bank Earnings, Retail Sales, Dollar Weakness, and Airlines

Bank Earnings, Retail Sales, Dollar Weakness, and Airlines

Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for the weekly Friday wall street roundup, ...

14 Apr 202352min

Inflation, Regional Bank Earnings, Cannabis, & Nickel

Inflation, Regional Bank Earnings, Cannabis, & Nickel

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to break down the latest Fed Minutes. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk ...

13 Apr 202358min

CPI, Cruises, Industrials, ETFs, and Cannabis

CPI, Cruises, Industrials, ETFs, and Cannabis

Alyce Andres, US interest rates and FX reporter with Bloomberg News, joins the program to discuss the latest CPI reading and outlook for rate hikes and cuts. Jody Lurie, Credit Analyst with Bloomberg ...

12 Apr 202346min

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