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)

Debt Ceiling, Retail, Noom, and Netflix (Podcast)

Debt Ceiling, Retail, Noom, and Netflix (Podcast)

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss the FX and dollar implications of a debt ceiling default, and also discusses her note on the strength of th...

24 Mai 202354min

Debt Ceiling, DHL, TikTok, Commodities, and Ukraine (Podcast)

Debt Ceiling, DHL, TikTok, Commodities, and Ukraine (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the debt ceiling and treasuries. Liz McCormick, Chief Correspondent: Global Macro Markets with Bloomberg News, joins...

24 Mai 20231h 3min

JPMorgan, Micron, JetBlue, and Meta (Podcast)

JPMorgan, Micron, JetBlue, and Meta (Podcast)

Sonali Basak, Wall Street reporter with Bloomberg News, joins us to talk JPMorgan Investor Day. Will Rhind, CEO of GraniteShares, joins the show to discuss ETF investing and outlook for energy in 2023...

22 Mai 202342min

James Gorman, Debt Ceiling and the Equity Rally (Podcast)

James Gorman, Debt Ceiling and the Equity Rally (Podcast)

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Morgan Stanley CEO James Gorman stepping down within the next 12 months. Herman Chan, Seni...

19 Mai 202356min

Consumer Confidence, AI, Media, and ChatGPT (Podcast)

Consumer Confidence, AI, Media, and ChatGPT (Podcast)

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest consumer confidence index and gives her outlook for the economy. Chris Natividad, co-founder and CIO, and Art Amador...

18 Mai 20231h 2min

Target, Energy, Debt Ceiling, and Doximity (Podcast)

Target, Energy, Debt Ceiling, and Doximity (Podcast)

Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, joins to discuss Target earnings. Bloomberg Macro Strategist Vince Cignarella also joins to tell us what Target and retail earnings ...

17 Mai 202352min

Home Depot, Alt Investments, Retail Sales, and Amgen (Podcast)

Home Depot, Alt Investments, Retail Sales, and Amgen (Podcast)

Drew Reading, Research Analyst with Bloomberg Intelligence, joins to discuss Home Depot earnings. Michelle Noyes, Head of Americas at Alternative Investment Management Association (AIMA), discusses in...

16 Mai 202349min

Credit Crunch, M&A Deals, and Turkey's Election (Podcast)

Credit Crunch, M&A Deals, and Turkey's Election (Podcast)

Mahesh Bhimalingam, Chief European Credit Strategist with Bloomberg Intelligence, and Amelia Pollard, reporter with Bloomberg News, discuss the effects of the credit crunch in the US and Europe. Nick ...

15 Mai 20231h 2min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-fa-makro
boligbobla
lederskap-nhhs-podkast-om-ledelse
rss-impressions-2