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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Iran Tensions Firm Up Bullish Picture For Crude

Iran Tensions Firm Up Bullish Picture For Crude

Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, discusses how the Iran escalation will impact E&P stocks. Ariel Cohen, Senior Fellow at the Atlantic Council and Foun...

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Oil Markets Say Full-Blown War With Iran Is Unlikely

Oil Markets Say Full-Blown War With Iran Is Unlikely

Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets as Trump threatens sanctions on Iraq. Phil Orlando, Chief Equity Market Strategist and Head of ...

6 Jan 202027min

Soleimani Death Limits Iran's Options, 2020 Economic and Retail Outlooks

Soleimani Death Limits Iran's Options, 2020 Economic and Retail Outlooks

Peter Tchir, Head of Macro Strategy at Academy Securities, and Academy Securities Advisory Board Member Retired Marine Lieutenant General Robert Walsh discuss the market and geopolitical impact of the...

6 Jan 202027min

2020 Global Outlook, Six Word Market Narratives

2020 Global Outlook, Six Word Market Narratives

Torsten Slok, Chief Economist at Deutsche Bank Securities, shares his 2020 outlook for markets and the global economy. He says when the Fed expands it balance sheet 1% the S&P goes up approximately 1%...

2 Jan 202026min

2020 Outlook for Currencies, and Commodities (Podcast)

2020 Outlook for Currencies, and Commodities (Podcast)

Dr. Win Thin, Global Head of Currency Strategy for Brown Brothers Harriman, discusses global currencies and what to expect from the dollar in 2020. Lynn Franco, Senior Director of Economic Indicators ...

31 Dec 201918min

Why China's Economy Is Best Revealed Through Credit Markets

Why China's Economy Is Best Revealed Through Credit Markets

Shehzad Qazi, Managing Director at China Beige Book International, on rising debt in China's economy. Matt Desch, CEO of Iridium, on the satellite landscape, Apple's foray, and the current outlook. Ta...

30 Dec 201930min

Big Banks' Announced Job Cuts Don't Match The Reality

Big Banks' Announced Job Cuts Don't Match The Reality

Yalman Onaran, Senior Finance writer for Bloomberg, on the reality of Big Bank job cuts. Jim Vogel, Interest Rate Strategist for FTN Financial, on global market outlook, and why EM could benefit in 20...

27 Dec 201926min

Top Market Worries Are Behind Us: State Street's Loh

Top Market Worries Are Behind Us: State Street's Loh

Marvin Loh Senior Global Macro Strategist for State Street, on why he's bullish on risk assets heading into 2020. Dan Ives, Equity Analyst at Wedbush Securities, discusses the pivotal year ahead for T...

26 Dec 201927min

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