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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The Ball Is In Comcast’s Court :Paul Sweeney

The Ball Is In Comcast’s Court :Paul Sweeney

Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, will discuss 21st Century Fox agreeing to a $71 billion bid from Disney. Sarah Ponczek, Bloomberg ...

21 Juni 201825min

We are starting to see the fruit of regulatory easing: Terrazas

We are starting to see the fruit of regulatory easing: Terrazas

Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs.  David Carringt...

19 Juni 201829min

Hard to Price in Tarrifs: Michael Zezas

Hard to Price in Tarrifs: Michael Zezas

Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor Asset Management, on markets and investing. ...

18 Juni 201828min

Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine

Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine

Joining Bloomberg Markets AM today is Andrew Mayeda, Bloomberg Economics Reporter, to discuss the impact of the tariffs on trade. Also joining the show is Paul McNamara, Investment Director at GAM UK ...

18 Juni 201827min

Health Care Investing and Economic Outlook

Health Care Investing and Economic Outlook

Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show  is Bob Eisenbeis, Vi...

14 Juni 201828min

Oil reports are very Normal : Stephen Schork

Oil reports are very Normal : Stephen Schork

Stephen Schork, President of the Schork Group, on oil markets, natural gas, and upcoming OPEC meeting. Roger Hargens, CEO of Accumold, on the wearable market, and how they are tackling the skilled wor...

13 Juni 201821min

Look at Value Compared to growth says Bent Hunt

Look at Value Compared to growth says Bent Hunt

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI data, the FOMC, the range bound market, and treasury futures. Ben Hunt, Chief Investment Strategist at Salient, ...

13 Juni 201830min

Markets may be facing disrespectful tweet fatigue : Paulsen

Markets may be facing disrespectful tweet fatigue : Paulsen

Joel Levington, Senior Credit Analyst for Bloomberg Intellligence, will discuss why GE bonds may have bottomed, and why auto bonds have been among the worst this year. Jim Paulsen, Chief Investment St...

11 Juni 201830min

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