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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Bonds, Inflation, and the Equity Rally (Podcast)

Bonds, Inflation, and the Equity Rally (Podcast)

Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, joins the program to discuss the Federal Reserves and what the bond market is currently telling investors. Priya Misra, ...

6 Feb 202340min

Jobs, Tech Layoffs, and Baby Formula

Jobs, Tech Layoffs, and Baby Formula

Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Matt Calkins...

3 Feb 202322min

FOMC, Inflation, and the Economy

FOMC, Inflation, and the Economy

Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, joins the program to discuss how central banks across the globe are pricing in inflation and the outlook for a global rec...

2 Feb 202340min

Markets, Ukraine, and the Economy

Markets, Ukraine, and the Economy

Michael Weisz, CIO and founder at Yieldstreet, joins the show to talk market moves, sectors he’s looking at, and gives his market outlook. Angela Stent, Senior Fellow at the Brookings institute and au...

1 Feb 202333min

Bonds, Markets, and Crypto

Bonds, Markets, and Crypto

Noel Hebert, Chief US Credit Strategist for Bloomberg Intelligence, discusses the Fed and Treasuries. Gina Bolvin, president of Bolvin Wealth Management, joins the program to discuss markets and secto...

31 Jan 202329min

Streaming Trends, Market Forecast, Ford Mach-E Price Cut

Streaming Trends, Market Forecast, Ford Mach-E Price Cut

Mark Douglas, CEO of MNTN, joins the program to discuss Netflix’s recent earnings and leadership change and other trends in ad and streaming services. Quincy Krosby, Chief Global Strategist for LPL Fi...

30 Jan 202339min

Layoffs, ETFs, ChatGPT, and David Solomon (Podcast)

Layoffs, ETFs, ChatGPT, and David Solomon (Podcast)

Bloomberg Opinion editor Sarah Green Carmichael joins the program to discuss her recent piece on the negative effects of layoffs. Ben Slavin, Global Head of ETFs at BNY Mellon, joins the show to talk ...

27 Jan 202340min

Tesla, US GDP, and Markets (Podcast)

Tesla, US GDP, and Markets (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to discuss Tesla earnings. David Kelly, Chief Global Strategist at JP Morgan Asset Management, joins to discuss CPI, the...

26 Jan 202346min

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