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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Trump’s UN Address Targets Regime Change In Iran: Cohen

Trump’s UN Address Targets Regime Change In Iran: Cohen

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Rosenstein Resignation Would Be Greatest Gift To Trump

Rosenstein Resignation Would Be Greatest Gift To Trump

Al Hunt, Bloomberg Opinion columnist, and June Grasso, June Grasso, legal analyst and co-host of Bloomberg Law, on the political and legal implications surrounding reports that Rod Rosenstein is resig...

24 Sep 201832min

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Chris Remington,Director of Income Product & Portfolio Strategy at Eaton Vance, on whether investors are jumping into the leveraged loan market at the wrong time. Ian Wishart, Bloomberg European gover...

21 Sep 201825min

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Peter Kraus, Founder and Partner of Aperture Investors and former CEO of AllianceBernstein, on launching a new approach to fund management: performance-based pay, and fees only if they beat the market...

20 Sep 201828min

Debt ETFs Could Grow to $2 Trillion: BlackRock’s Tucker

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Matt Tucker, Head of iShares Americas Fixed Income Strategy at BlackRock, on the fixed income market and consumer flows. Sam Masucci, CEO of ETF Managers Group, on money flowing out of cyptocurrencies...

19 Sep 201828min

Dunkin’s Travis: Public Companies Profit From Scrutiny

Dunkin’s Travis: Public Companies Profit From Scrutiny

Nigel Travis, Executive Chairman of Dunkin' Brands, discusses his new book, "The Challenge Culture," and outlook for the brand. Leland Miller, CEO of China Beige Book International, on China retaliati...

18 Sep 201829min

China Retaliation On Tariffs Could Punish Supply Chains

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Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war.  Denise Chisholm, Sector Strategist at Fidelity, on...

17 Sep 201827min

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Consumers May Balk At Paying For Outage-Proof Utilities

GUESTS:Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on impact to utilities from Hurricane Florence.  Michael Brandes, chief investment strategist of Itaú Private Bank, o...

14 Sep 201830min

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