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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Plea Deal Suggests Flynn Gave FBI A Lot to Work With: Grasso

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Expect Crude to Rise to $60-$70 A Barrel Next Year: Jason Schenker

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Jason Schenker, President of Prestige Economics and Bloomberg Prophet, on the OPEC meeting in Vienna. Leland Miller, CEO of China Beige Book International, on whether China can stop North Korea, and w...

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Carl Riccadonna, Chief US Economist for Bloomberg Economics, and Bloomberg stocks editor Dave Wilson, preview Federal Reserve Governor Jay Powell's confirmation hearing and what policy to expect.See o...

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Big Tech Dominance May Trigger New Antitrust Legislation: Strauss

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Steven Strauss, visiting professor at Princeton University’s Woodrow Wilson School of Public and International Affairs, on whether it’s time to break up the big tech companies, as Jeff Bezos crosses t...

27 Nov 201728min

Bitcoin Boom Looks Increasingly Perilous to Cumberland's Kotok

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David Kotok, chairman and CEO of Cumberland Advisors, talks about bitcoin risks and how many fixed income players may not be seasoned enough to withstand a downturn. Mark Dunkerly, departing Hawaiian ...

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Flattened Yield Curve Signals a Fed Policy Error, Jersey Says

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Ira Jersey, U.S. rates strategist at Bloomberg Intelligence, talks about the yield curve, Chair Yellen resigning and how this will impact the Fed. Jennifer Rie, senior litigation analyst at Bloomberg ...

21 Nov 201727min

Middle-Market Debt Has Ballooned in Recent Years, Kahn Says

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Ronald Kahn, managing director of Lincoln International, talks about the new Lincoln Middle Market Index and the outlook for middle market lending. Kit Juckes, chief global FX strategist at Societe Ge...

20 Nov 201727min

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