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: The Biggest Risk Is a Trade War, Nick Sargen Says

P&L: The Biggest Risk Is a Trade War, Nick Sargen Says

Nick Sargen, author of the new book, "Global Shocks," discusses whether Donald Trump's election is the next global shock. Then, Lacy Hunt, Hoisington Investment Management Co.'s chief economist, talks...

18 Nov 201628min

P&L: Does The Fed Still Matter to Equity Traders?

P&L: Does The Fed Still Matter to Equity Traders?

Lisa Abramowicz talks to Miller Tabak's Matt Maley about markets and leverage -- and whether the Fed still matters.See omnystudio.com/listener for privacy information.

17 Nov 20166min

P&L: TPP Is Dead, Former Adviser to Bill Clinton Says

P&L: TPP Is Dead, Former Adviser to Bill Clinton Says

Robert Lawrence, a professor of International Trade and Investment at the Harvard Kennedy School and former economic adviser to Bill Clinton, discusses the outlook for trade as Donald Trump pledges to...

16 Nov 201628min

P&L: No Need For More Trade Restrictions, Paul Christopher Says

P&L: No Need For More Trade Restrictions, Paul Christopher Says

Pimm Fox and Lisa Abramowicz talk to Paul Christopher, the head global market strategist for Wells Fargo Investment Institute, about how markets are anticipating Donald Trump's administration. Then, S...

15 Nov 201626min

P&L: How Donald Trump May Save Banks Billions

P&L: How Donald Trump May Save Banks Billions

Pimm Fox and Lisa Abramowicz talk to Silla Brush, a financial regulation reporter for Bloomberg, about how Donald Trump could disrupt global banking rules. Then, they discuss the global bond rout with...

14 Nov 201626min

P&L: O'Brien on "Trump, the Conflicts-of-Interest President"

P&L: O'Brien on "Trump, the Conflicts-of-Interest President"

Pimm Fox and Lisa Abramowicz talk to Bloomberg's Timothy O'Brien, author of "TrumpNation," about how Donald Trump's election will affect his business and legal interests. Then, Nathan Dean, a governme...

11 Nov 201626min

P&L: Trump Tends to Aim High, Then Fall Back

P&L: Trump Tends to Aim High, Then Fall Back

Pimm Fox and Lisa Abramowicz talk to Peter Coy, economics editor of Bloomberg Businessweek, about his article, "Trump's Big Challenge: Getting Things Done Without Money." Then, Rick Byrd, CEO and exec...

10 Nov 201618min

P&L: How Did The Polls Get it So Wrong?

P&L: How Did The Polls Get it So Wrong?

Pimm Fox and Lisa Abramowicz discuss Donald Trump's surprise victory with Bloomberg News' politics and national government reporter, Mark Niquette. Then, Hilltop Securities' Mark Grant, who correctly ...

9 Nov 201636min

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