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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State-Approved Cannabis Will Become Permanent in 2019

State-Approved Cannabis Will Become Permanent in 2019

Adam Bierman, CEO and co-founder of MedMen, on their recent acquisition of PharmaCann, and how this year’s midterms will impact the cannabis industry.  Gary Shilling, President of A. Gary Shilling, on...

12 Nov 201829min

Signs of Credit Stress Pose A Big Challenge to Emerging Markets

Signs of Credit Stress Pose A Big Challenge to Emerging Markets

Damian Sassower, Chief EM Credit Strategist for Bloomberg Intelligence, on tight conditions shifting the returns on EM, and the current outlook for EM markets. Greg Gohr, Senior Vice President, Wealth...

9 Nov 201830min

We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO

We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO

Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on markets and investments. Kristina Hooper, Chief Market Strategist, Invesco, on how the election outcome will impact invest...

8 Nov 201829min

Stock Rally Is More A Sign of Relief Than Cheering Gridlock

Stock Rally Is More A Sign of Relief Than Cheering Gridlock

Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on what the midterm elections mean to markets and investors. Steve Dennis, Senate reporter for Bloomberg, on the new Senate mak...

7 Nov 201832min

Florida Is Delivering The Drama To Election Junkies

Florida Is Delivering The Drama To Election Junkies

Al Hunt, Bloomberg Opinion columnist, discusses the key races to watch in the midterm elections. Schwark Satyavolu, Trinity Ventures General Partner, on investment opportunities in fintech. Brian Rye,...

6 Nov 201827min

A Big Red Flag In Nat Gas Is Exposed As Inventory Dwindles

A Big Red Flag In Nat Gas Is Exposed As Inventory Dwindles

Stephen Schork, President of the Schork Group, on the imbalance in the natural gas markets, and how Iran sanctions will play out on oil price. Adam Ereli, former US Ambassador to Bahrain and deputy St...

5 Nov 201828min

Trump's Animal Spirits Are Threatened by China Trade Tiff

Trump's Animal Spirits Are Threatened by China Trade Tiff

Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump pushing for a China trade deal ahead of the midterms. Barry Eichengreen, Professor of Economics and Political Science at ...

2 Nov 201826min

Next Wave of Tech Will Shift From FAANG to Payments, Autos

Next Wave of Tech Will Shift From FAANG to Payments, Autos

Taimur Hyat, Chief Strategy Officer for PGIM, discusses investing in the "new" technology frontier.  Cathy Marcus, Global Chief Operating Officer and Head of the U.S. business at PGIM Real Estate, on ...

1 Nov 201829min

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