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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Jobs Day, Labor, And Real Estate Investment

Jobs Day, Labor, And Real Estate Investment

Dana Peterson, Chief Economist & Center Leader of Economy, Strategy, and Finance at The Conference Board, discusses the jobs report. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about labor...

7 Jan 202228min

Corporate Political Activity And Markets In 2022

Corporate Political Activity And Markets In 2022

Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses investing and gives his market outlook for 2022. Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets, in...

6 Jan 202226min

Outlook For COVID-19, Taxes, Energy, And Real Estate

Outlook For COVID-19, Taxes, Energy, And Real Estate

Dr. Syra Madad, Infectious Disease Epidemiologist at Harvard’s Belfer Center for Science and International Affairs and the NYC Hospital System, talks about the CDC’s latest isolation guidance for peop...

5 Jan 202227min

Markets, Supply Chain, And Remote Work In 2022

Markets, Supply Chain, And Remote Work In 2022

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and investing in the New Year. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business S...

4 Jan 202221min

Market And Tech Outlook For 2022

Market And Tech Outlook For 2022

Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management at Federated Hermes, joins the show to discuss investing, inflation, and gives his market outlook for 2022. Priya Misra, Man...

3 Jan 202224min

Markets, Hiring, Supply Chain, And The Ski Industry

Markets, Hiring, Supply Chain, And The Ski Industry

Danielle DiMartino Booth, CEO and Chief Strategist at Quinn Intelligence, LLC, discusses Omicron’s effect on markets and gives her 2022 market outlook. Raul Villar, CEO of Paycor, talks about the Grea...

23 Dec 202126min

Technology, Travel, And The Supply Chain

Technology, Travel, And The Supply Chain

Mark Gibson, U.S. Technology, Media and Telecommunications Leader at KPMG, discusses top technologies from the viewpoint of industry leaders. Peter McNally, Vice President at Third Bridge, discusses a...

22 Dec 202126min

Markets, Hiring, And Retail Spending

Markets, Hiring, And Retail Spending

Dave Harden, Founder and President of Summit Global Investments, gives his market outlook for 2022. April Arnzen, Senior VP and Chief People Officer at Micron Technology Inc., talks about finding empl...

21 Dec 202124min

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