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(3334)

Markets, Twitter, Labor, And Baby Formula (Podcast)

Markets, Twitter, Labor, And Baby Formula (Podcast)

Tal Reback, Director at KKR Capital Markets, discusses the economy and markets in 2022. Mandeep Singh, Bloomberg Intelligence Senior Tech Analyst, and Bloomberg News correspondent Ed Ludlow discuss th...

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Markets, Cannabis, And Rivian (Podcast)

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Veronica Willis, Investment Strategy Analyst at Wells Fargo Investment Institute, discusses investing, markets, and inflation in 2022. Robert Teeter, Head of Investment Policy & Strategy Group at Silv...

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Inflation, Markets, And Crypto (Podcast)

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Joanna Ossinger, cross asset reporter with Bloomberg News, discusses Bitcoin’s slide, Coinbase, and other currency and crypto moves. Doug Baker, Portfolio Manager and Head of Preferred Securities Sect...

11 Touko 202228min

Market Volatility, Supply Chain, And Electric Vehicles (Podcast)

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Omar Aguilar, CEO and CIO of Schwab Asset Management, talks about investment strategies and markets in 2022. Matt Fassler, Chief Strategy Officer at XPO Logistics (NYSE: XPO), talks about deliveries, ...

10 Touko 202234min

Markets, Oil, And Metals (Podcast)

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Mike Vogelzang, CIO & Managing Director at CAPTRUST, discusses markets, inflation, and the economy in 2022. Javier Blas, Columnist with Bloomberg Opinion, discusses his column on the false sense of se...

9 Touko 202224min

Market Volatility, Supply Chain, And The Economy (Podcast)

Market Volatility, Supply Chain, And The Economy (Podcast)

Ron Sanchez, EVP and CIO at Fiduciary Trust Company International, talks about volatile markets and investing on jobs day. Joanie Bily, Chief Workforce Analyst at EmployBridge, talks about employment ...

6 Touko 202227min

Inflation, Energy, And Markets (Podcast)

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Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, discusses the economy, markets, and inflation. Dave Rainey, Portfolio Manager at Hennessy Focus Fund, talks about markets, invest...

5 Touko 202227min

The Fed, Interest Rates, And Pandemic Darlings (Podcast)

The Fed, Interest Rates, And Pandemic Darlings (Podcast)

Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, discusses the Federal Reserve, interest rates, and the possibility of stagflation in the US. Anders Persson, CIO of Global ...

4 Touko 202231min

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