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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It's Like Nordstrom Without the Clothes

It's Like Nordstrom Without the Clothes

It is Nordstrom without the clothes. Poonam Goyal, a senior retail analyst at Bloomberg Intelligence, talks about the retailer's new window-shopping concept. Mark Yusko, CEO and CIO at Morgan Creek Ca...

12 Sep 201726min

Yields Aren't Likely to Rise Until the Fed Resolves Its Balance Sheet, CIBC's Tucci Says

Yields Aren't Likely to Rise Until the Fed Resolves Its Balance Sheet, CIBC's Tucci Says

Tom Tucci, the head of U.S. Treasury trading at CIBC World Markets, offers his outlook on the bond market. Teva's naming of Kaare Shultz as CEO comes in for analysis by Koby Benmeleh, a Bloomberg repo...

11 Sep 201728min

Florida Nuclear Plants Say They're Not at Risk From Irma

Florida Nuclear Plants Say They're Not at Risk From Irma

Bloomberg's Brian Sullivan and Jack Kaskey talk about Hurricane Irma's destructive path and potential chemical fallout. Scott Painter, founder and former CEO of TrueCar, discusses Fair, his new "car-a...

8 Sep 201729min

Hurricane Irma Threatens $1.2 Billion of Florida Crops, Bjerga Says

Hurricane Irma Threatens $1.2 Billion of Florida Crops, Bjerga Says

Alan Bjerga, an agriculture reporter at Bloomberg, says Hurricane Irma threatens $1.2 billion of Florida crops. Craig Johnson, president of Customer Growth Partners, talks about how hurricanes like Ha...

7 Sep 201728min

Russian Tech Is Leaking Into North Korea, Atlantic Council's Cohen Says

Russian Tech Is Leaking Into North Korea, Atlantic Council's Cohen Says

Ariel Cohen, a senior fellow at the Atlantic Council and the director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, talks about China and Russia's strategies for North Korea...

6 Sep 201728min

Aerospace Bulks Up

Aerospace Bulks Up

The combination of UTX and Rockwell Collins creates an aerospace-supplier giant, Bloomberg Intelligence's Doug Rothacker says. Tom Hainlin, a global investment strategist at Ascent Private Capital Man...

5 Sep 201719min

Harvey Endangered World's Most Important Chemical

Harvey Endangered World's Most Important Chemical

Hurricane Harvey destroyed large stocks of ethylene, the world's most important chemical, Bloomberg Intelligence's Jason Miner and Houston-based Bloomberg reporter Jack Kaskey tell Pimm Fox and Lisa A...

1 Sep 201729min

Refineries Still Operating Will Benefit Most From Harvey, Lipow Says

Refineries Still Operating Will Benefit Most From Harvey, Lipow Says

Andy Lipow, president of Houston-based Lipow Oil Associates, talks about the impact of Hurricane Harvey on Houston's energy industry and gas prices. Bloomberg Businessweek's David Kocieniewski discuss...

31 Aug 201729min

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