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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Apple's Low-Cost iPhone Rollout At Risk From Virus

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Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on what's driving markets. Ramesh Ponnuru, Senior Editor at the National Review and a Bloomberg Opinion columnist...

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The Chemicals in America's Drinking Water Are A Crisis

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Author and activist Seth Siegel discusses his latest book, "Troubled Water: What's Wrong with What We Drink," and how utility consolidation may solve the drinking water crisis. Eric Balchunas, Senior ...

6 Feb 202022min

At Peak Of Streaming Wars in 2020: LUMA's Kawaja

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Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on the streaming wars. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investmen...

4 Feb 202028min

China Sell-Off Is Buying Opportunity: KraneShares CIO

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Brendan Ahern, Chief Investment Officer at Kraneshares, on China markets sinking and whether it's a buying opportunity. Rania Sedhom, Managing Partner of Sedhom Law Group, on how luxury goods are impa...

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When WHO Sounds The Alarm,  History Shows It's Time To Dip In

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David Dietze Chief Investment Strategist at Point View Wealth Management, on markets and investing. Regina Mayor, Global Energy Head at KPMG, on Big Oil earnings and how the coronavirus is impacting o...

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