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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Zelenskiy, Ohtani, and Hawaiian Airlines

Zelenskiy, Ohtani, and Hawaiian Airlines

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Jobs, Markets, and Higher Ed

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SpaceX, Private Credit, and COP28

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7 Joulu 202343min

Bank CEOs, Oil, and Rate Cuts

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Mick Mulroy, co-founder of the Lobo Institute, and Joe Mathieu, host of Bloomberg’s “Balance of Power” and “Sound On,” join to discuss Kevin McCarthy leaving Congress, Ukraine, and foreign aid. Chris ...

6 Joulu 202331min

Soft Landing, EVs, and Private Credit

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Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins for a breakdown of economic data and outlook for a recession in the US. Huw van Steenis, Vice Chair and Partner at Ol...

5 Joulu 202335min

XPO, Spotify, and AI

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Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss his new investment venture, the delivery industry and founding XPO, and his new book “How to Make a Few Billion Dollars.”...

4 Joulu 202339min

Hate Crimes Surge in Wake of Gaza War

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Reports of crimes targeting Jews, Muslims and Arabs have risen around the world in since the Oct. 7 Hamas attack on Israel, and the Israeli military’s retaliatory operation in Gaza. While previous con...

3 Joulu 202324min

Tesla's Cybertruck, an $11 Million Bugatti and Pagani's Electric Supercars

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2 Joulu 202330min

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