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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Hi-Yield Opportunity In Beat-Down California Utilities (Podcast)

Hi-Yield Opportunity In Beat-Down California Utilities (Podcast)

Greg Hahn, President and CIO of Winthrop Capital Management, on his current investment outlook and opportunities in high yield. Dr. Sam Natapoff, President of Empire Global Ventures, on China trade ta...

28 Feb 201926min

GE's Danaher Deal Doesn't Solve Its Problem With Growth

GE's Danaher Deal Doesn't Solve Its Problem With Growth

Brooke Sutherland, Bloomberg Opinion industrials columnist, on GE selling its BioPharma business to Danaher for $21.4 billion. Leland Miller, CEO of China Beige Book International, on the progress in ...

25 Feb 201928min

Mueller Report Likely To Impugn The President: Waxman (Podcast)

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Seth Waxman, former federal prosecutor and Partner at Dickinson Wright, on the legal issues swirling around the Mueller report, reported to be filed as early as next week.  Chris Greiner, CFO of LiveP...

23 Feb 201929min

Facebook Will Have To Rein In Sale Of Data: McNamee (Podcast)

Facebook Will Have To Rein In Sale Of Data: McNamee (Podcast)

Tech venture capitalist Roger McNamee, Founder of Elevation Partners, discusses his new book, "ZUCKED: Waking Up to the Facebook Catastrophe." Andy Browne, Editorial Director for Bloomberg New Economy...

21 Feb 201929min

EM Optimism Has Been Overblown: Brown Brothers' Thin

EM Optimism Has Been Overblown: Brown Brothers' Thin

Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, author of...

20 Feb 201926min

Sanders Announces Presidential Run: Greg Valliere

Sanders Announces Presidential Run: Greg Valliere

Greg Valliere, chief U.S. policy strategist, AGF Investments, on Senator Bernie Sanders announcing a second White House bid. Burt Flickinger, Managing Director at Strategic Resource Group, discusses W...

19 Feb 201925min

Amazon's Erstwhile NYC Site Will Lure In New Money

Amazon's Erstwhile NYC Site Will Lure In New Money

Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ.  Anna Edgerton, congressional reporter for Bloomberg, on Trump in...

15 Feb 201929min

Retail Sales Numbers Are Just Wrong: Craig Johnson

Retail Sales Numbers Are Just Wrong: Craig Johnson

Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current...

14 Feb 201925min

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