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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Copper Has More Room -- And Momentum -- to Soar, Dudas Says

Copper Has More Room -- And Momentum -- to Soar, Dudas Says

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'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says

'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says

Simon Ballard, a Bloomberg credit strategist in London, talks about Greece returning to the debt markets. Steven Oh, the global head of credit and fixed-income at PineBridge Investments, tells Pimm Fo...

25 Juli 201729min

A Collapsing Venezuela Could Jolt Oil Market, Denning Says

A Collapsing Venezuela Could Jolt Oil Market, Denning Says

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24 Juli 201727min

How Sinclair Broadcasting Is Delivering Trump's Message

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Bloomberg Businessweek's Felix Gillette tells Pimm Fox and Lisa Abramowicz how the Sinclair Broadcasting group -- the largest owner of broadcast TV stations -- is becoming the unofficial arm of the Tr...

21 Juli 201728min

Mueller Expands Probe Into Trump's Business, While Sessions Labors On

Mueller Expands Probe Into Trump's Business, While Sessions Labors On

Bloomberg's Christian Berthelsen, Bloomberg View columnist Al Hunt and national security editor Larry Liebert talk about the Bloomberg scoop that U.S. Special Counsel Robert Mueller is said to be expa...

20 Juli 201722min

McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

Burt Flickinger, the managing director at Strategic Resource Group, talks about McCormick & Co. acquiring Reckitt Benckiser Group Plc's food business for $4.2 billion. Frank Bien, CEO of Looker, and M...

19 Juli 201730min

Why Intrepid's Travis Likes Leucadia

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Mark Travis, president and CEO of Intrepid Capital, tells Pimm Fox and Lisa Abramowicz his current stock picks and why he likes Leucadia National. Erik Hirsch, the vice chairman and head of strategic ...

18 Juli 201725min

Why Carson Block's Short on Bank of Ozarks Has Failed

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George Gleason, CEO and chairman of Bank of the Ozarks, talks about the bank's growth and high safety standards, defying Carson Block's 2016 SOHN conference short idea. Bloomberg's Gabrielle Coppola d...

17 Juli 201728min

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