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(3320)

Bloomberg's Srinivasan on HP: Printing Dragging Down EPS(Audio)

Bloomberg's Srinivasan on HP: Printing Dragging Down EPS(Audio)

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Point View's Dietze Likes: Financials, Energy, Lat Am (Audio)

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Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Lannett (LCI).See omnystudio.com/liste...

24 Elo 201612min

Macom's Croteau: Company Benefits From Expanding Cloud (Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Croteau, CEO of semiconductor company Macom, on their 5G wireless technologies, and powering the fiber optic networks for the "...

24 Elo 201611min

KeyBanc's Gibbs Advises Broader Caution on Steel Demand (Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Phil Gibbs, Metals and Mining Analyst with KeyBanc Capital Markets, on Glencore's earnings, and a macro look at the steel sector.See...

24 Elo 20168min

Bloomberg's Orr on Viacom Debt, Nizza on Nigel Farage (Audio)

Bloomberg's Orr on Viacom Debt, Nizza on Nigel Farage (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Emma Orr, Corporate Finance reporter for Bloomberg News, on Viacom facing a decision to let ratings drop on its debt -- or take dra...

24 Elo 201611min

Cambridge Payments' Casey Sees Lower Euro-Dollar Rate (Audio)

Cambridge Payments' Casey Sees Lower Euro-Dollar Rate (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Steve Casey, FX Trader and Senior Market Analyst at Cambridge Global Payments, on policy makers' approach to monetary ...

24 Elo 201611min

Rx Savings' Rea on Mylan Under Scrutiny for EpiPen Price(Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Michael Rea, CEO of Rx Savings Solutions, to discuss Mylan's EpiPen price hike, currently under scrutiny.See omnystudio.com/listener...

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