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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Eric Wiegand, Senior Portfolio Manageron markets and investing

Eric Wiegand, Senior Portfolio Manageron markets and investing

Rick Helfenbein, president and CEO of the American Apparel & Footwear Association (AAFA), on how tariffs will end up costing the American consumer. Andrew Stoltmann, Securities Fraud Attorney at Stolt...

11 Juni 201830min

The Market has Distinct Trading Pattern : Phil Orlando

The Market has Distinct Trading Pattern : Phil Orlando

Matt Forester, Chief Investment Officer for BNY Mellon Lockwood Advisors, will discuss key concerns with the markets today, and how they’re likely to impact investors. Dr. David Kelly, Chief Global St...

8 Juni 201835min

Expectations around the Fed have Waxed and Waned : Marvin Loh

Expectations around the Fed have Waxed and Waned : Marvin Loh

Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, on fintech and ...

6 Juni 201829min

China, Asset Management and Investing Strategies

China, Asset Management and Investing Strategies

Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Carson Block, Chief Investment Officer, Muddy Waters Capital LLC, discussing China's impact on US capital markets. Also joining Pimm and...

5 Juni 201828min

Trade issues, Re-branding and Luxury Beds

Trade issues, Re-branding and Luxury Beds

Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Alberto Gallo, Partner and Portfolio Manager of Macro Strategies at Algebris UK Limited, discussing trade issues between US/EU and those...

4 Juni 201828min

Job Switchers, Not Stayers, Will Get The Wage Increases: Slok

Job Switchers, Not Stayers, Will Get The Wage Increases: Slok

Torsten Slok, Chief International Economist at Deutsche Bank, on jobs, the global economy, Italy and the euro. David Weil, Dean of the Heller School at Brandeis University, discusses wage stagnation, ...

4 Juni 201829min

Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux

Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux

Joe Deaux, Metals & Mining reporter for Bloomberg, on Trump slapping steel tariffs on the United States’ closet allies: EU, Canada, and Mexico. John Moninger, Managing Director at Eaton Vance, on resu...

1 Juni 201829min

Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore

Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore

Luke Hickmore, Senior Investment Manager for Aberdeen Standard Investments, on Italian assets. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on China trade and NAFTA. Scott Ver...

31 Maj 201828min

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