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(3302)

UMB's Kemper, Hagedorn: Reserves Protect Energy Exposure(Audio)

UMB's Kemper, Hagedorn: Reserves Protect Energy Exposure(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mariner Kemper, Chairman and CEO of UMB Financial, and Michael Hagedorn, President & CEO of UMB Bank, on their outlook for the banking industry and M&A activity.See omnystudio.com/listener for privacy information.

18 Touko 201611min

Craig Johson: Consumer Is a Lot Worse Than Experts Think(Audio)

Craig Johson: Consumer Is a Lot Worse Than Experts Think(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Craig Johnson, President of Customer Growth Partners, on the retail sector and today's retail eps: Target, Lowes, and Staples.See omnystudio.com/listener for privacy information.

18 Touko 20168min

Bloomberg's Halperin Sees Unruly Democratic Convention (Audio)

Bloomberg's Halperin Sees Unruly Democratic Convention (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Halperin, co-author of “Game Change” and co-host of Bloomberg TV’s “With All Due Respect,” highlights political news: Kentucky and Oregon primary results.See omnystudio.com/listener for privacy information.

18 Touko 20165min

Bloomberg BNA's Penn on DOL Ruling on Overtime Threshold(Audio)

Bloomberg BNA's Penn on DOL Ruling on Overtime Threshold(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Ben Penn, Bloomberg BNA Labor reporter, on the Department of Labor's Ruling to double salary threshold for overtime exemption to $47,476.See omnystudio.com/listener for privacy information.

18 Touko 20164min

Stifel's Piegza Sees June Hike Likely If Data Supports (Audio)

Stifel's Piegza Sees June Hike Likely If Data Supports (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Lindsey Piegza, Chief Economist at Stifel Nicolaus & Co., on the Fed's April minutes, oil, and China.See omnystudio.com/listener for privacy information.

18 Touko 201611min

Amherst's Stanley on FOMC Minutes: 'Angry Birds' at Fed (Audio)

Amherst's Stanley on FOMC Minutes: 'Angry Birds' at Fed (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Stephen Stanley, Chief Economist at Amherst Pierpont Securities, weighs in on the FOMC minutes and the "angry birds at the Fed."See omnystudio.com/listener for privacy information.

18 Touko 20168min

McEnearney's Howell on Urban Housing Shift Back to D.C. (Audio)

McEnearney's Howell on Urban Housing Shift Back to D.C. (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: David Howell, CIO of McEnearney Associates, a leading Washington DC Metro real estate company, on the housing shift back to the District.See omnystudio.com/listener for privacy information.

17 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, Stock of the Day: Red Robin Gourmet Burgers (RRGB).See omnystudio.com/listener for privacy information.

17 Touko 201612min

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