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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Interest Rates, Markets, and The Economy In 2022

Interest Rates, Markets, and The Economy In 2022

Jill Garvey, Senior VP and Senior Wealth Strategist at Huntington National Bank, discusses markets, interest rate hikes, and the economy in 2022. Jennifer Lee, Senior Economist and Managing Director w...

16 Mars 202227min

Inflation, Commodities, And The Supply Chain

Inflation, Commodities, And The Supply Chain

Ed Price, Senior Fellow at NYU and former British Trade Official, talks about inflation risks in 2022. Will Rhind, CEO of GraniteShares Advisors, LLC, breaks down the latest on commodities, gold, infl...

15 Mars 202224min

The War In Ukraine, The Economy, And Energy

The War In Ukraine, The Economy, And Energy

Abhay Deshpande, founder and Chief Investment Officer at Centerstone Investors LLC, talks about markets and investing. Markiyan Lubkivskyi, advisor to the Minister of Defense of Ukraine, discusses the...

14 Mars 202226min

Markets, ETFs, And Inflation

Markets, ETFs, And Inflation

Sylvia Jablonski, Chief Investment Officer and co-Founder at Defiance ETFs, discusses investing and gives her 2022 economic outlook amid the Ukraine war and inflation. Hugh Johnson, Chairman and Chief...

11 Mars 202219min

Markets, Diamonds, And Autonomous Driving

Markets, Diamonds, And Autonomous Driving

Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses inflation, investing, and gives his market outlook for 2022. Angus Pacala, CEO of Ouster, talks about his company and autono...

10 Mars 202225min

Markets Amid War And ESG Investing

Markets Amid War And ESG Investing

Tal Reback, Director of KKR, discusses the economy and risks in 2022. Will Nasgovitz, CEO and Portfolio Manager at Heartland Funds, talks about investing and the economy in 2022 amid war in Ukraine an...

9 Mars 202218min

Markets, Oil, And International Women’s Day

Markets, Oil, And International Women’s Day

Lisa Erickson, Senior VP/Head: Traditional Investment at US Bank Wealth Management, discusses the economy and markets amid inflation and the war in Ukraine. Angie Gildea, KPMG US Energy Sector Leader,...

8 Mars 202224min

Markets, Semiconductors, And Oil Prices

Markets, Semiconductors, And Oil Prices

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses the economy and markets. Priya Misra, Managing Director and Global Head of Rates Str...

7 Mars 202222min

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