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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IVA's de Vaulx Likes Astellas Pharma: A Great Bargain (Audio)

IVA's de Vaulx Likes Astellas Pharma: A Great Bargain (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Charles de Vaulx, CIO of International Value Advisers (IVA), with a macro look at gold, equities - and the stocks he favors.See omnystudio.com/listener for privacy information.

18 Heinä 201611min

George Shultz: War and Religion Are Joined, Need to Adapt (Aud)

George Shultz: War and Religion Are Joined, Need to Adapt (Aud)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Former Secretary of State George Shultz, Distinguished Fellow at the Hoover Institution, on the US election and his new book, "Blueprint for America."See omnystudio.com/listener for privacy information.

18 Heinä 201611min

Bloomberg's Sweeney on Netflix EPS: Slowdown in New Subs(Audio)

Bloomberg's Sweeney on Netflix EPS: Slowdown in New Subs(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Paul Sweeney, Director of North American Research and Media analyst for Bloomberg Intelligence, on Netflix's earnings miss, and a Yahoo earnings preview.See omnystudio.com/listener for privacy information.

18 Heinä 20168min

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: Wesco Aircraft Holdings (WAIR).See omnystudio.com/listener for privacy information.

18 Heinä 201612min

BlueStar's Schoenfeld: Israeli Stocks Leading Tech Rally(Audio)

BlueStar's Schoenfeld: Israeli Stocks Leading Tech Rally(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Steven Schoenfeld, CIO of BlueStar Indexes, on why Israeli tech stocks are leading the tech rally.See omnystudio.com/listener for privacy information.

18 Heinä 20166min

Bloomberg's Bender on RNC Convention Lacking Excitement (Audio)

Bloomberg's Bender on RNC Convention Lacking Excitement (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Michael Bender, Senior US Politics reporter for Bloomberg, in Cleveland for a look at the Republican National Convention.See omnystudio.com/listener for privacy information.

18 Heinä 201611min

Amicus' Crowley on Expanding Pipeline for Rare Diseases (Audio)

Amicus' Crowley on Expanding Pipeline for Rare Diseases (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: HEALTHCARE: John Crowley, CEO of Amicus Therapeutics, on expanding its pipeline of treatments for rare and orphan diseases.See omnystudio.com/listener for privacy information.

18 Heinä 20168min

Gareth Jenkins on Turkey: U.S Relations Will Be Strained(Audio)

Gareth Jenkins on Turkey: U.S Relations Will Be Strained(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Gareth Jenkins, Political Security Analyst based in Istanbul, on the geopolitical situation and outlook for Turkey, following the most recent terrorist attack.See omnystudio.com/listener for privacy information.

18 Heinä 201611min

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