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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Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)

Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)

Phil Orlando, Chief Equity Market Strategist at Federated Investros, on jobs, the stocks market and current investment strategy.   Carl Weinberg, Chief Economist at High Frequency Economics, on the IM...

9 Okt 201833min

Saudi Aramco IPO Will Happen When Pigs Fly: Kilduff

Saudi Aramco IPO Will Happen When Pigs Fly: Kilduff

John Kilduff, Founding Partner of Again Capital, on oil price outlook, and outlook for the revived Saudi Aramco IPO. Joel Stern, Chairman and CEO of Stern Value Management, to discuss the Fed, his cur...

8 Okt 201828min

I Don't Think the Wise Investor Ever Waits in the Muni Market: Mysak

I Don't Think the Wise Investor Ever Waits in the Muni Market: Mysak

Erik Gordon, Michigan University Professor at the Ross School of Business on Elon Musk and the SEC. We also have Joe Mysak, Editor for Bloomberg Brief: Municipal Market discussing the economy. Also jo...

5 Okt 201826min

RedLock CISO: China Chip Hack May Be Just The Beginning

RedLock CISO: China Chip Hack May Be Just The Beginning

Matt Chiodi, Chief Information Security Officer at RedLock, on China's hack into U.S companies, and what companies should be doing.  Edward Hertzman, Founder and President of Sourcing Journal, on the ...

4 Okt 201827min

Too Much Money Chasing Too Few Deals: Oaktree's Marks

Too Much Money Chasing Too Few Deals: Oaktree's Marks

Howard Marks, co-Chairman of Oaktree Capital, discusses his new book, "MASTERING THE MARKET CYCLE: Getting the Odds On Your Side,"and his current outlook for investors. Robert Lawrence, Professor of I...

3 Okt 201836min

The 36-Year Cancer Fight That Led To A Nobel Prize

The 36-Year Cancer Fight That Led To A Nobel Prize

Dr. Jim Allison, Chairman of Immunology at the MD Anderson Cancer Center, on winning the Nobel Prize for his cancer treatment research on immunotherapies. Duncan Wood, Director of the Mexico Institute...

2 Okt 201827min

New GE CEO Has An Uphill Battle, Needs To Shrink Power

New GE CEO Has An Uphill Battle, Needs To Shrink Power

Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE’s new CEO and eps guidance. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on the Ka...

1 Okt 201820min

Tesla Will Struggle To Raise Money Without Elon: Kudla (Podcast)

Tesla Will Struggle To Raise Money Without Elon: Kudla (Podcast)

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla outlook following the SEC lawsuit against CEO Elon Musk. Former Cisco CEO John Chambers shares his playbook and ...

28 Sep 201830min

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