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 Economy, EVs, And Markets (Podcast)

The Economy, EVs, And Markets (Podcast)

Ellen Zentner, Morgan Stanley Chief US Economist, talks about the Fed, inflation, and the US economy. Joy Falotico, President of the Lincoln Motor Company, joins the show to discuss the global debut o...

21 Apr 202220min

Netflix, China, And Real Estate (Podcast)

Netflix, China, And Real Estate (Podcast)

Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, discusses Netflix’s shocking Q1 earnings and outlook for the company and other streaming services. Leland Miller, C...

20 Apr 202223min

Housing, Return-To-Work, And Travel (Podcast)

Housing, Return-To-Work, And Travel (Podcast)

Erica Adelberg, MBS Strategist for Bloomberg Intelligence, discusses Fed minutes, US mortgage rates, and the outlook for home buying in 2022. Mark Smith, Senior Vice President-Investments at Wells Far...

19 Apr 202223min

Markets, Elon Musk, And Bank Earnings (Podcast)

Markets, Elon Musk, And Bank Earnings (Podcast)

Adam Gold, Founder and CIO at Katam Hill, LLC, talks about investing in 2022. Matt Winkler, Editor-in-Chief Emeritus at Bloomberg News, discusses Elon Musk and Tesla management. Tom Wheelwright, CPA a...

18 Apr 202223min

Central Banks, Ukraine, And The Economy

Central Banks, Ukraine, And The Economy

Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the economy, inflation, and the Federal Reserve in 2022. Ed Price, Senior Fellow (non-resident) & former British ...

14 Apr 202228min

Ukraine, Travel, And Markets

Ukraine, Travel, And Markets

Bradford Evans, Portfolio Manager at Heartland, discusses the markets, investments, and the economy in 2022. Leonid Bershidsky, columnist for Bloomberg Opinion, discusses his piece on Russian disinfor...

13 Apr 202225min

Markets, Cybersecurity, And The Supply Chain

Markets, Cybersecurity, And The Supply Chain

Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tracie McMillion, Head of ...

11 Apr 202224min

Markets, The French Election, And Women In Finance

Markets, The French Election, And Women In Finance

Jess Menton, Equities Reporter with Bloomberg News, discusses markets, stocks, and inflation. Laura Wright, Producer with Bloomberg TV, discusses the French election and what it means for the US and g...

8 Apr 202221min

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