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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CES, Boeing, and Bitcoin

CES, Boeing, and Bitcoin

Ed Ludlow, host of Bloomberg Technology, joins to discuss the latest developments at CE, AI pitches from companies at CES, and job cuts at Twitch. George Ferguson, Senior Analyst: Defense/Aerospace an...

10 Jan 202438min

Consumer Health, The Fed, 50 Companies to Watch

Consumer Health, The Fed, 50 Companies to Watch

Callie Cox, Investment Analyst at eToro, discusses investing strategies and outlook for the markets and Fed in 2024.  Jill Blanchard, President of Enterprise Client Solutions at Advantage, joins to di...

9 Jan 202438min

Boeing, Copper, and Weight Loss

Boeing, Copper, and Weight Loss

George Ferguson, Senior Aerospace and Defense/Airline Analyst with Bloomberg Intelligence, joins to discuss carriers pulling the 737 Max 9 models after an incident with Alaska Air this weekend. Mark N...

8 Jan 202436min

Jobs, Munis, and Ozempic

Jobs, Munis, and Ozempic

Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to give his market reaction to the jobs report for December. Chris Brigati, Senior VP and Director of Strategic Planning at SWBC, joins to disc...

5 Jan 202448min

APA, TikTok, and Regional Banks

APA, TikTok, and Regional Banks

Vince Piazza, Senior Analyst covering energy with Bloomberg Intelligence, joins to discuss APA buying Callon Petroleum and outlook for oil/energy in 2024. Mandeep Singh, Senior Tech Analyst with Bloom...

4 Jan 202442min

Morgan Stanley, Harvard, and Disney

Morgan Stanley, Harvard, and Disney

Bloomberg’s Sonali Basak interviews Morgan Stanley Chairman James Gorman. Janet Lorin, higher education reporter with Bloomberg News, joins to discuss Harvard University President Claudine Gay steppin...

3 Jan 202444min

Equities, Tesla, and Geopolitics

Equities, Tesla, and Geopolitics

Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to talk about the outlook for a recession and early year rally in 2024. Steve Man, Global Auto Market Research Leader with...

2 Jan 202439min

Markets, Trump, and Travel

Markets, Trump, and Travel

Kristina Hooper, Chief Global Market Strategist with Invesco, joins to give her outlook for markets in 2024. Wendy Schiller, professor at Brown University, talks about former President Donald Trump be...

29 Dec 202334min

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