Markets, Apple and ESPN, and Mecum Auctions (Podcast)

Markets, Apple and ESPN, and Mecum Auctions (Podcast)

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Claudia Sahm, founder of Sahm Consulting, former Fed economist and creator of the Sahm Rule, joins to discuss the heat’s drag on the economy, the outlook for a soft landing, and previews Jackson Hole. Lisa Knee, Managing Partner of Real Estate Service at EisnerAmper, joins to talk about real estate and mortgage rates in the US. Sri Natarajan, Wall Street reporter with Bloomberg News, joins to discuss Goldman Sachs exploring a sale of its personal finance management arm and the recent hiring spree it intends to go on. Dan Ives, Senior Equity Analyst with WedBush Securities, discusses why he thinks Apple should buy ESPN and also previews Nvidia earnings this week and what it means for AI. Sam Fazeli, Pharmaceuticals Analyst and Head of Euro Research with Bloomberg Intelligence, joins to discuss how a new COVID variant could negatively affect BioNTech and Pfizer. Dave Magers, CEO of Mecum Auctions, discusses the Monterey Car Show this past weekend. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Jaksot(3326)

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Trump, Home Depot, Retail Sales, and Maui (Podcast)

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15 Elo 202359min

BREAKING NEWS: Trump Indicted Again

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Former President Trump has been indicted for a fourth time. Here's everything you need to know about the new charges.  For more podcasts like this, and the news you need to start your day, subscribe t...

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Instant Reaction: Hunter Biden Probe to Be Assigned to Special Counsel

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Bloomberg's Matt Miller and Simone Foxman discuss Attorney General Merrick Garland appointing a special counsel to oversee the ongoing criminal investigation into President Joe Biden’s son over his ta...

11 Elo 202320min

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Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various e...

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Mark Douglas, CEO at MNTN, joins to discuss Disney earnings and outlook for streaming. Kriti Gupta, host of Bloomberg Surveillance: Early Edition and markets correspondent for Blomberg News, joins to ...

10 Elo 20231h 4min

China, Real Estate, General Motors, and Roblox (Podcast)

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Tom Orlik, Chief Asia Economist with Bloomberg Economics, joins to discuss deflation in China. Odeta Kushi, deputy chief economist at First American, joins us to talk about housing and if the sector i...

9 Elo 202350min

Markets, Banks, UPS, and Novo (Podcast)

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Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Lee Klaskow, Senior Analyst of Freight...

8 Elo 202357min

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