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.

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Markets, Travel, and Cannabis (Podcast)

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29 Joulu 202230min

Real Estate, Markets, and Energy (Podcast)

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Richard Hill, Senior VP and Head of Real Estate Strategy & Research at Cohen & Steers Capital, gives his outlook for the real estate market in 2023. Kim Forrest, Chief Investment Officer and founder o...

28 Joulu 202236min

China Reopens Borders, Freight Innovations, Markets

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Kathleen Entwist, Managing Director at Morgan Stanley joins the show to discuss markets following the holiday weekend and the response to China removing quarantine guidelines at their borders. Robert ...

27 Joulu 202230min

Inflation Data, Crypto Legislation, EV Outlook

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Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence joins the program to discuss how traders are digesting today's economic data ahead of the holiday weekend. Nathan Dean, Senior US Poli...

23 Joulu 202233min

CarMax, CPI Secrecy, Ukraine, and Scott Minerd (Podcast)

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Kevin Tynan, senior autos analyst with Bloomberg Intelligence joins the program to talk about CarMax stock. Phil Palumbo, CEO and founder of Palumbo Wealth Management, joins the show to discuss outloo...

22 Joulu 202247min

BOJ, Ukraine, Markets, and AI (Podcast)

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Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss her latest research on the Bank of Japan and outlook for the Japanese economy and its effects globally. Tam...

21 Joulu 202239min

Bank of Japan, Africa, Swatch, and Freight (Podcast)

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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence join us for an extended roundtable to discuss the Bank of Japan move. Bloomberg host Kathleen Hays joins us to discuss the Bank...

20 Joulu 202255min

Twitter, Oil, and Equities (Podcast)

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Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush Securities, join the program to talk Twitter and Tesla. John Cotterell, CEO at Endava (NY...

19 Joulu 202243min

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