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.

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Tech, EM, and US Steel

Tech, EM, and US Steel

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18 Joulu 202336min

Introducing: Bloomberg News Now

Introducing: Bloomberg News Now

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.See omnystudio.com/listen...

17 Joulu 202351s

Bloomberg Hot Pursuit!: Porsche 911 S/T and Tesla Recall

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On this episode, Hannah and Matt talk about test-driving the new Porsche 911 S/T. Plus, they discuss the fallout from Tesla's autopilot recall. Also, listen for news on the Chinese auto empire that's ...

16 Joulu 202336min

Citi, Alphabet, and Munis

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Sally Bakewell, US Finance Team Lead with Bloomberg News, discusses Citigroup shutting down its once high-flying muni unit. Maria Pope, CEO at Portland General Electric (NYSE: POR), joins to discuss h...

15 Joulu 202336min

Powell Pivot, Inflation, and CRE

Powell Pivot, Inflation, and CRE

Ed Harrison, Senior Editor at Bloomberg News, joins to discuss the market risks of a Fed pivot. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the US, a...

14 Joulu 202340min

M&A, Weight Loss, and Tesla

M&A, Weight Loss, and Tesla

Ted Smith, co-founder at Union Square Advisors, joins to discuss expected M&A activity in 2024. Sam Fazeli, Head of Euro Research and Pharma Analyst at Bloomberg Intelligence, discusses Pfizer’s miss ...

13 Joulu 202337min

Choice Hotels, Alphabet, and Housing

Choice Hotels, Alphabet, and Housing

Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to break down Choice Hotels’ proposed hostile takeover of Wyndham. Gene Seroka, CEO of the Port of LA, joins to discuss the supply chain, ...

12 Joulu 202337min

Zelenskiy, Ohtani, and Hawaiian Airlines

Zelenskiy, Ohtani, and Hawaiian Airlines

Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss returns to the show to reveal the industry and targets of his new investment venture. Wendy Schiller, Professor at Brown ...

11 Joulu 202337min

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