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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Israel, Exxon, and House Speaker

Israel, Exxon, and House Speaker

Khaled Elgindy, Senior Fellow at the Middle East Institute, joins to discuss the war in Israel, offering perspective on Palestinian politics and contextualizing the conflict from various angles. Ferna...

11 Okt 202348min

Israel Latest, Bond Market, Pepsi Earnings, and SBF

Israel Latest, Bond Market, Pepsi Earnings, and SBF

Ethan Bronner, Israel Bureau Chief with Bloomberg News, joins us from Tel Aviv to discuss  the latest on the Israel-Hamas war. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence,...

10 Okt 202346min

Israel, Geopolitical Risks, and Market Response

Israel, Geopolitical Risks, and Market Response

Galit Altstein, Israel economy and government reporter with Bloomberg News based in Tel Aviv, gives us the latest updates on the ground in Israel as well as currency and eco impacts of the war. Ros Ma...

9 Okt 202356min

Jobs, Hiring, Tech, and Real Estate

Jobs, Hiring, Tech, and Real Estate

Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss tech, outlook for Apple and Tesla, and other tech trends. Julia Pollak, Chief Economist at ZipRecruiter, joins to discuss the la...

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Fed, Labor, and Real Estate

Fed, Labor, and Real Estate

Abigail Ross Hooper, President and CEO of the Solar Energy Industries Association talks renewable energy. Selma Hepp, chief economist at CoreLogic, joins to talk real estate and the housing market. Ho...

5 Okt 202325min

Markets, Real Estate, and Homebuilding (Podcast)

Markets, Real Estate, and Homebuilding (Podcast)

Phil Toews, CEO at Toews Asset Management, discusses his outlook for markets, defensiveness, and how he’s playing the rest of 2023. Huw Roberts, Head of Analytics at Quant Insight, joins to talk about...

4 Okt 202341min

Stocks, Markets, and the Bond Market

Stocks, Markets, and the Bond Market

David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, joins to discuss markets and gives some of his stock picks. Megan Horneman, Chief Investment Offi...

3 Okt 202331min

Markets, Ukraine, and Higher Ed

Markets, Ukraine, and Higher Ed

Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Ad...

2 Okt 202357min

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