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.

Episoder(3326)

Markets, Yellow, ETFs, and Jeff Currie

Markets, Yellow, ETFs, and Jeff Currie

Lee Klaskow, Senior Analyst of Freight Transportation and Logistics, on Yellow’s bankruptcy. Sri Natarajan, Wall Street reporter with Bloomberg News, joins us to discuss Jeff Currie leaving Goldman Sa...

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Jobs Day, Austan Goolsbee, Tech Earnings, and DEI (Podcast)

Jobs Day, Austan Goolsbee, Tech Earnings, and DEI (Podcast)

Bloomberg's David Westin interviews Chicago Fed president Austan Goolsbee in Aspen, CO. Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Bloomberg Intelligence senio...

4 Aug 20231h 4min

Big Tech, Bank of England, Amazon, and Barbie

Big Tech, Bank of England, Amazon, and Barbie

David Westin interviews Bank of America CEO Brian Moynihan. Vania Stavrakeva, economics professor at London Business School, joins to break down the Bank of England decision today and euro economies. ...

3 Aug 202353min

Trump, Rates, Fitch, and Earnings (Podcast)

Trump, Rates, Fitch, and Earnings (Podcast)

Nick Akerman, former assistant Special Watergate prosecutor, discusses the legal fallout from Trump indictment. Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to disc...

2 Aug 202352min

Instant Reaction: Donald Trump Indicted

Instant Reaction: Donald Trump Indicted

Bloomberg's Doug Krizner, Bryan Curtis, and Ed Baxter break down the latest federal charges against former President Donald Trump with Bloomberg Law host June Grasso and Political Contributor Jeanne S...

1 Aug 202312min

Yields, Earnings, Paul Taubman, and Uber (Podcast)

Yields, Earnings, Paul Taubman, and Uber (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and the 10-year yield. PJT Partners CEO Paul Taubman speaks with Bloomberg’s Sonali Basak for a rare intervi...

1 Aug 20231h 7min

The Fed, Earnings, Sweetgreen, and Dexcom (Podcast)

The Fed, Earnings, Sweetgreen, and Dexcom (Podcast)

Danielle DiMartino Booth, Chief Strategist and CEO at QI Intelligence, joins to talk about the Fed’s latest interest rate hike and outlook for the economy. Mandeep Singh, Senior Tech Analyst with Bloo...

31 Jul 202352min

Oil, Central Banks, Earnings, and Intel

Oil, Central Banks, Earnings, and Intel

Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst with Bloomberg Intelligence, join for a roundtable to discuss big oil earnings, energy, and commod...

28 Jul 202355min

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