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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Episoder(3460)

Instant Reaction: Intel's Revenue Shatters Wall Street Estimates

Instant Reaction: Intel's Revenue Shatters Wall Street Estimates

Intel surged in late trading after the chipmaker’s revenue forecast shattered estimates, indicating that booming data center spending is helping fuel a long-awaited turnaround. Sales will be $15.8 bil...

23 Jul 0s

Tesla Plunges Most in a Year on Investor Angst Over AI Spending

Tesla Plunges Most in a Year on Investor Angst Over AI Spending

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Kevin Tynan, Director of Research at The Presidio Group, recaps T...

23 Jul 0s

AT&T Reports Greater-than-Expected Mobile Subscriber Gains

AT&T Reports Greater-than-Expected Mobile Subscriber Gains

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Kelcee Griffis, Bloomberg Telecom Reporter, discusses AT&T earni...

22 Jul 0s

GM Boosts 2026 Outlook on Premium Pricing for Big Trucks

GM Boosts 2026 Outlook on Premium Pricing for Big Trucks

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-David Welch, Bloomberg Detroit Bureau Chief, discusses GM earning...

21 Jul 0s

Moonshot Plans IPO in Six Months After China AI Breakthrough

Moonshot Plans IPO in Six Months After China AI Breakthrough

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discu...

20 Jul 0s

Bloomberg Money: The Opportunity Cost of Cautious Investing

Bloomberg Money: The Opportunity Cost of Cautious Investing

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests are: Hudson Bay Capital Senior Economic Strategist Nouriel Roubini and Goldman S...

18 Jul 40min

Chip Stocks Sink Into Bear Market Territory as AI Rally Fizzles

Chip Stocks Sink Into Bear Market Territory as AI Rally Fizzles

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Scarlet Fu, Isabelle Lee, and Charlie Pellett-Mandeep Singh, Global Head of Tech Research for...

17 Jul 18min

Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker

Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sam Fazeli, Bloomberg Intelligence, Director of Research: Healthc...

16 Jul 16min

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