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: Former Acting Director of the CIA Discusses Russian Hack

P&L: Former Acting Director of the CIA Discusses Russian Hack

Jack Devine, former acting director of the CIA and president of the Arkin Group, talks to Pimm Fox and Lisa Abramowicz about the Russian hack and the impact of Donald Trump's recent dismissive comment...

13 Dec 201621min

P&L: Fed Should Do at Least Four Hikes in 2017

P&L: Fed Should Do at Least Four Hikes in 2017

Bob Michele, JPMorgan's chief investment officer, says the Fed should make the December meeting an event to show what they want to do in 2017. Then, Bloomberg's Alex Sherman tells Pimm Fox and Lisa Ab...

12 Dec 201625min

P&L: Some Italian Banks Should Die, "Zombie Banks" Author Says

P&L: Some Italian Banks Should Die, "Zombie Banks" Author Says

Bloomberg's Yalman Onaran, author of "Zombie Banks," discusses Italian banks and the ECB's decision to reject Monte Paschi's bid for more time on capital. Then, Pimm Fox and Lisa Abramowicz talk to Ji...

9 Dec 201625min

P&L: How Blockchain Will Affect Market Structures

P&L: How Blockchain Will Affect Market Structures

Pimm Fox and Lisa Abramowicz talk to Christian Catalini, a professor at MIT, about Blockchain and why cryptocurrencies such as bitcoin could be widespread and disruptive. Then, John Stoltzfus, Oppenhe...

8 Dec 201626min

P&L: Chipotle Has Lost Its Way

P&L: Chipotle Has Lost Its Way

Scott Rothbort, president of LakeView Asset Management, talks about the changing nature of the retail industry, Wal-Mart's outlook and why Chipotle has lost its way. Then, Pimm Fox and Lisa Abramowicz...

7 Dec 201626min

P&L: The Bloomberg Pessimist's Guide to 2017

P&L: The Bloomberg Pessimist's Guide to 2017

John Fraher, Bloomberg's executive editor for international government, discusses Bloomberg's Pessimist's Guide to 2017. Then, Pimm Fox and Lisa Abramowicz speak with Irene Finel-Honigman, an adjunct ...

6 Dec 201627min

P&L: Lieberman Says We'll See a Strong Third Party Before 2020

P&L: Lieberman Says We'll See a Strong Third Party Before 2020

Former Senator Joe Lieberman, co-chairman of the nonpartisan advocacy group "No Labels," discusses the emergence of a center-left and center-right coalition after a divisive 2016 election. Then, Lanan...

5 Dec 201626min

P&L: Training for Modern Jobs Is the Answer to Wage Stagnation

P&L: Training for Modern Jobs Is the Answer to Wage Stagnation

Pimm Fox and Lisa Abramowicz talk to Chris Lu, deputy secretary for the Department of Labor, about the November jobs report. Then, Global Markets' Peter Kenny discusses why the infrastructure sector i...

2 Dec 201625min

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