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 State Of Labor And The Economy In 2022

The State Of Labor And The Economy In 2022

Sarah House, Senior Economist at Wells Fargo Securities, discusses the economy and labor on jobs day. Russell Price, Chief Economist at Ameriprise Financial, discusses jobs, markets, investing, and jo...

4 Mars 202222min

Markets And Investing Amid War In Ukraine

Markets And Investing Amid War In Ukraine

Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, discusses commodities and Bitcoin amid the Ukraine-Russia war. Ted Oakley, Founder and Managing Partner at Oxbow Advisors, discus...

3 Mars 202223min

Ukraine, Oil, And The Supply Chain

Ukraine, Oil, And The Supply Chain

Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses investing and the economy in 2022 amid the Ukraine war and rising interest rates. Bloomberg stocks editor Kriti Gup...

1 Mars 202224min

The War’s Impact On Global Markets And Oil

The War’s Impact On Global Markets And Oil

Pete Earle, Economist at the American Institute of Economic Research, discusses markets, the economy amid inflation and war, and gives his economic outlook for 2022. Everett Millman, Chief Market Anal...

28 Feb 202222min

The Markets, Ukraine, And Biden’s SCOTUS Pick

The Markets, Ukraine, And Biden’s SCOTUS Pick

David Kudla, founder, CEO, and Chief Investment Strategist with Mainstay Capital Management, talks about the market reaction to the Ukraine war and how it shifts the economic outlook in 2022. Lauren H...

25 Feb 202223min

Inflation, Consumer Sentiment, And Labor

Inflation, Consumer Sentiment, And Labor

Adam Gold, Founder and CIO at Katam Hill, LLC, discusses markets, investing, and the economy. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, discusses inflation and its impact ...

23 Feb 202219min

Market And Supply Chain Pressures

Market And Supply Chain Pressures

Tom Mantione, Managing Director with UBS Private Wealth Management, talks about the markets, investing, and economic pressures in 2022. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of Mun...

22 Feb 202221min

Markets, ETFs, and Commodities

Markets, ETFs, and Commodities

Mark Yusko, CEO and CIO of Morgan Creek Capital Management, discusses markets and gives his economic outlook for 2022. Katie Greifeld, Bloomberg QuickTake anchor and cross asset reporter with Bloomber...

18 Feb 202224min

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