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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China's Surging Interest Bill Underscores Debt Strain (Podcast)

China's Surging Interest Bill Underscores Debt Strain (Podcast)

Victor Shih, associate professor of political economy at UC San Diego, on how the interest payments alone on China's debt servicing is 22% of the country's GDP. Chris Nagi, Executive Editor: Equities ...

7 Jan 201929min

Fed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)

Fed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)

Dr. Ward McCarthy, Chief Economist for Jefferies, and Matt Boesler, Bloomberg Fed reporter, discuss the blowout jobs report and the Fed.  Jason Schenker, President of Prestige Economics, Chairman of T...

7 Jan 201930min

Apple's Explanation For Revenue Plunge Doesn't Cut It (Podcast)

Apple's Explanation For Revenue Plunge Doesn't Cut It (Podcast)

Shira Ovide, Bloomberg Opinion technology columnist, on Apple slashing its revenue forecast on China trade woes and a declining smartphone market. Alan Baum, auto analyst and Principal at Baum and Ass...

3 Jan 201926min

Slowing China Manufacturing May Benefit Global Economy (Podcast)

Slowing China Manufacturing May Benefit Global Economy (Podcast)

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on why a slowing China isn't necessarily a bad thing for the global economy. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelli...

2 Jan 201927min

Eaton Vance Sees Buying Opportunities in HY, IG Credit

Eaton Vance Sees Buying Opportunities in HY, IG Credit

Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for Eurasia Group, on China economic data, and out...

31 Dec 201829min

This One Weird Number Explains Everything: DataTrek's Colas

This One Weird Number Explains Everything: DataTrek's Colas

Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. D...

28 Dec 201827min

Don't Turn Your Back On Energy Stocks At These Prices

Don't Turn Your Back On Energy Stocks At These Prices

Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of EquityZen, discusses his 2019 IPO outlook, includ...

27 Dec 201831min

I Don't See A Recession In 2019: Cumberland's Kotok

I Don't See A Recession In 2019: Cumberland's Kotok

David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets.  Marty Schenker, Chief Content Officer for Bloomberg, on the...

26 Dec 201833min

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