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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The Supply Chain, China, And JetBlue (Podcast)

The Supply Chain, China, And JetBlue (Podcast)

RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, discusses the markets and economy in 2022 and risks for investors. Gene Seroka, Executive Dir...

16 Maj 202225min

Markets, Twitter, Labor, And Baby Formula (Podcast)

Markets, Twitter, Labor, And Baby Formula (Podcast)

Tal Reback, Director at KKR Capital Markets, discusses the economy and markets in 2022. Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, and Bloomberg News correspondent Ed Ludlow discuss th...

13 Maj 202226min

Markets, Cannabis, And Rivian (Podcast)

Markets, Cannabis, And Rivian (Podcast)

Veronica Willis, Investment Strategy Analyst at Wells Fargo Investment Institute, discusses investing, markets, and inflation in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silv...

12 Maj 202226min

Inflation, Markets, And Crypto (Podcast)

Inflation, Markets, And Crypto (Podcast)

Joanna Ossinger, cross asset reporter with Bloomberg News, discusses Bitcoin’s slide, Coinbase, and other currency and crypto moves. Doug Baker, Portfolio Manager and Head of Preferred Securities Sect...

11 Maj 202228min

Market Volatility, Supply Chain, And Electric Vehicles (Podcast)

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Omar Aguilar, CEO and CIO of Schwab Asset Management, talks about investment strategies and markets in 2022. Matt Fassler, Chief Strategy Officer at XPO Logistics (NYSE: XPO), talks about deliveries, ...

10 Maj 202234min

Markets, Oil, And Metals (Podcast)

Markets, Oil, And Metals (Podcast)

Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses markets, inflation, and the economy in 2022. Javier Blas, Columnist with Bloomberg Opinion, discusses his column on the false sense of se...

9 Maj 202224min

Market Volatility, Supply Chain, And The Economy (Podcast)

Market Volatility, Supply Chain, And The Economy (Podcast)

Ron Sanchez, EVP and CIO at Fiduciary Trust Company International, talks about volatile markets and investing on jobs day. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment ...

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Inflation, Energy, And Markets (Podcast)

Inflation, Energy, And Markets (Podcast)

Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the economy, markets, and inflation. Dave Rainey, Portfolio Manager at Hennessy Focus Fund, talks about markets, invest...

5 Maj 202227min

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