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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P&L: AT&T-Time Warner Will Merge, But Will Be Dwarfed by Rivals

P&L: AT&T-Time Warner Will Merge, But Will Be Dwarfed by Rivals

Porter Bibb of Mediatech Capital Partners gives an outlook for the AT&T-Time Warner merger and discusses Megyn Kelly and Greta Von Susteren moving to NBC from Fox. Dr. Alex Lidow, CEO and co-founder o...

6 Jan 201725min

P&L: 2017's 'Bunny' Market That Hops Around But Doesn't Get Far

P&L: 2017's 'Bunny' Market That Hops Around But Doesn't Get Far

Jim Paulsen, chief investment strategist and economist at Wells Capital Management, sees a "bunny" market in 2017. Ellen Zentner, chief U.S. economist at Morgan Stanley, gives her 2017 U.S. consumer o...

5 Jan 201730min

P&L: Trump's Tariff Threat Would Violate NAFTA

P&L: Trump's Tariff Threat Would Violate NAFTA

Bloomberg's Shannon Pettypiece says that Donald Trump will violate NAFTA if he follows through on his promise to put a tax on goods coming in through Mexico. Then Frank Sorrentino, CEO of ConnectOne B...

4 Jan 201727min

P&L: Where China Comes Into Play in U.S.-Russia Relations

P&L: Where China Comes Into Play in U.S.-Russia Relations

Ariel Cohen, a senior fellow at the Atlantic Council and director of the Center for Energy, Natural Resources and Geopolitics says he suspects that Donald Trump is trying to butter up Vladimir Putin t...

3 Jan 201725min

P&L: MIT's Gruber on How to Restore Obamacare to Initial Vision

P&L: MIT's Gruber on How to Restore Obamacare to Initial Vision

Jonathan Gruber, a professor of economics at MIT and considered a key architect of Obamacare, tells Pimm Fox how the Affordable Care Act could be fixed to function as it was written. Nick Wadhams, a f...

30 Dec 201627min

P&L: Sears Will Get One Last Chance for Turnaround in 2017

P&L: Sears Will Get One Last Chance for Turnaround in 2017

Burt Flickinger, a managing director at Strategic Resource Group, gives his outlook for the retail industry. David Howell, executive vice president and CIO of McEnearney Associates, discusses the impa...

29 Dec 201628min

P&L: Investing in a Trump Presidency

P&L: Investing in a Trump Presidency

David Kudla, CEO and chief investment strategist of Mainstay Capital, talks to Pimm Fox about investing in a Donald Trump presidency and gives his 2017 outlook for a variety of asset classes. Jason Mc...

28 Dec 201623min

P&L: Schork Says Oil Prices in Mid-50s Are 'Testing the Highs'

P&L: Schork Says Oil Prices in Mid-50s Are 'Testing the Highs'

Stephen Schork, president of the Schork Group, talks to Pimm Fox about the oil and gas markets. Lynn Franco, director of economic indicators of the Conference Board, gives an overview of the December ...

27 Dec 201623min

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