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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Nike Down, Muni Check-In, Geopolitical Unrest

Nike Down, Muni Check-In, Geopolitical Unrest

Alfonso Peccatiello, author and former head of fixed income portfolio management at ING Deutschland, joins the show to discuss markets, investing strategies and global headwinds. Bloomberg's Abigail D...

30 Sep 202232min

Housing Market, Apple Downgrade, Recession Impact on Minorities

Housing Market, Apple Downgrade, Recession Impact on Minorities

Aneeka Gupta, Director of Macroeconomic Research at WisdomTree, joins to discuss the housing market and give her insights on markets and interest rates. Dave Harden, Founder and President of Summit Gl...

30 Sep 202232min

The BOE's Plan, Alzheimer's Research, ETFs

The BOE's Plan, Alzheimer's Research, ETFs

Vince Cignarella, Global Macro Strategiest with Bloomberg News, joins the show to discuss the latest from the UK and how it's affecting global markets. Katerina Simonetti, Senior VP at Morgan Stanley ...

28 Sep 202230min

Market Volatility, EV Outlook, Housing Market

Market Volatility, EV Outlook, Housing Market

Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, joins to discuss yields and market response to central banks. Peter Wang, CEO at Cenntro joins to discuss the electric vehicle...

27 Sep 202230min

Markets, Chips, Nikola, And Battiers (Podcast)

Markets, Chips, Nikola, And Battiers (Podcast)

AJ Oden, Senior Investment Strategist at BNY Mellon Investor Solutions, discusses investment strategies for 2022 into the next year. Nakul Duggal, Senior VP and General Manager of Automotives at Qualc...

23 Sep 202232min

The Fed, Markets, ETFs, and ESG (Podcast)

The Fed, Markets, ETFs, and ESG (Podcast)

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins the show to break down the Fed’s interest rate hike, the US economy, inflation, and the outlook for a recession. Greg...

22 Sep 202241min

The Fed, Supply Chain, Porsche, And Ukraine (Podcast)

The Fed, Supply Chain, Porsche, And Ukraine (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discuss interest rates and the September FOMC meetings. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligen...

20 Sep 202232min

Markets, Crypto, Porsche, And The Queen (Podcast)

Markets, Crypto, Porsche, And The Queen (Podcast)

William Huston, CIO at Bay Street Capital Holdings, joins the show to discuss markets and investing outlook. Markus Schomer, Managing Director and Chief Economist at Pinebridge Investments, joins the ...

19 Sep 202234min

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