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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Bloomberg's Condon on China Asking Timing of Fed Hikes (Audio)

Bloomberg's Condon on China Asking Timing of Fed Hikes (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Chris Condon, Federal Reserve reporter for Bloomberg News, on Fed news: China's plan to ask the US on timing of a Fed rate hike; using AI in setting monetary policy.See omnystudio.com/listener for privacy information.

25 Touko 201611min

Beatrice Mitchell on Lack of Supply in the M&A Space (Audio)

Beatrice Mitchell on Lack of Supply in the M&A Space (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Beatrice Mitchell, Co-Founder and Managing Director of Sperry, Mitchell & Co., on the landscape for mergers and acquisitions.See omnystudio.com/listener for privacy information.

25 Touko 20168min

USG CEO Metcalf on Innovation of Bubbles in Wallboard (Audio)

USG CEO Metcalf on Innovation of Bubbles in Wallboard (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jim Metcalf, Chairman, President and CEO of USG Corporation, on the housing cycle, the company's innovative products, and current outlook. Broadcasting Live from the Bloomberg Breakaway Summit in NYC.See omnystudio.com/listener for privacy information.

25 Touko 201611min

ConnectOne's Sorrentino Says Fed Should Not Raise Rates (Audio)

ConnectOne's Sorrentino Says Fed Should Not Raise Rates (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Frank Sorrentino CEO of ConnectOne Bank, on the outlook for banking and rates, and the regulatory environment for fintech.See omnystudio.com/listener for privacy information.

25 Touko 201611min

Bloomberg's Rana on Microsoft Paring Back Smartphones (Audio)

Bloomberg's Rana on Microsoft Paring Back Smartphones (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Anurag Rana, Senior Analyst of Software & IT Services for Bloomberg Intelligence, on consolidation in the IT services business, and Microsoft taking a charge and paring back smartphone ambitions.See omnystudio.com/listener for privacy information.

25 Touko 20168min

Elbow Beach Bermuda's Burns on Tourism and Development (Audio)

Elbow Beach Bermuda's Burns on Tourism and Development (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Ed Burns, Managing Director at the Elbow Beach Bermuda, on the history of the resort and plans for development.See omnystudio.com/listener for privacy information.

24 Touko 20162min

Author Cohen: 'The Sun & The Moon & The Rolling Stones' (Audio)

Author Cohen: 'The Sun & The Moon & The Rolling Stones' (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Author Richard Cohen on his new book, "The Sun & The Moon & The Rolling Stones," and what drove the Stones' business success.See omnystudio.com/listener for privacy information.

24 Touko 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: Nordson (NDSN).See omnystudio.com/listener for privacy information.

24 Touko 201612min

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