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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Tesla May Have Much Less Cash Than Reported: Johnson (Podcast)

Tesla May Have Much Less Cash Than Reported: Johnson (Podcast)

Gordon L. Johnson, Managing Director and analyst at Vertical Group, on why he would be aggressively adding to any Tesla short position here. David Garrity, Chief Market Strategist for Laidlaw & Co. Lt...

31 Jan 201929min

Trump and China’s Xi Heading Towards Superficial Treaty (Podcast)

Trump and China’s Xi Heading Towards Superficial Treaty (Podcast)

Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intell...

30 Jan 201929min

The Fed Is Guessing As it Plays With Fire: David Kotok

The Fed Is Guessing As it Plays With Fire: David Kotok

David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the Fed on the balance sheet, and his outlook for markets. Therese Raphael, Bloomberg Opinion editor, on...

29 Jan 201934min

America Is Lagging In The 5G Race: Harvard's Crawford (Podcast)

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Susan Crawford, Harvard Law professor and former Special Asst. for Science, Technology, and Innovation Policy during the Obama administration, discusses her new book, "FIBER: The Coming Tech Revolutio...

28 Jan 201926min

PG&E’s 2017 Verdict Doesn’t Ensure The Same For 2018 (Podcast)

PG&E’s 2017 Verdict Doesn’t Ensure The Same For 2018 (Podcast)

Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on why it may be too little, too late, for PG&E. Yacov Arnopolin, Portfolio Manager: Emerging Markets at Pimco, on Venezuela...

25 Jan 201927min

Venezuela Bonds Have More Upside On Regime Change

Venezuela Bonds Have More Upside On Regime Change

Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on Venezuelan assets, as the opposition government tries to seize power. Javier Blas, Chief Energy correspondent...

24 Jan 201931min

UBS Warns Worst May Not Be Over

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Patrick Winters, Bloomberg News Swiss Finance Reporter, will discuss his story on UBS warning that the worst may not be over after clients pulled $13 billion in assets during a market meltdown in the ...

22 Jan 201926min

Fed Rate Hikes Are More Likely Post Trade Deal: Gaffney (Podcast)

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Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on China offering a path to close the trade gap and impact to markets.  Paul Light, Professor of Public Service at New York Un...

18 Jan 201926min

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