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(3328)

Trump, Western Alliance, FedEx, and Apple

Trump, Western Alliance, FedEx, and Apple

Lisa Camooso Miller, former Republican National Committee Communications Director and partner with Reset Public Affairs, and Bloomberg Washington correspondent Emily Wilkins join to discuss the Trump ...

5 Apr 202351min

Trump, Jamie Dimon, OPEC, and Markets

Trump, Jamie Dimon, OPEC, and Markets

Bloomberg’s Kriti Gupta joins us from downtown Manhattan for the very latest on the Trump arraignment. Bloomberg Washington correspondent Joe Mathieu joins us from DC to talk about the perspective on ...

4 Apr 202352min

OPEC, Trump, UBS, and WWE

OPEC, Trump, UBS, and WWE

Fernando Valle, Senior Analyst with Bloomberg Intelligence, and Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, join for an energy roundtable to discuss the surprise OPEC+ cuts and ...

3 Apr 202352min

Trump Indictment, PCE Inflation Data, and Markets

Trump Indictment, PCE Inflation Data, and Markets

Tim O’Brien, Senior Executive Editor with Bloomberg Opinion, joins to break down the indictment of former President Donald Trump. Annmarie Hordern, Washington correspondent with Bloomberg TV, and Bloo...

31 Mar 202349min

Steel, GDP, Geopolitics, and Lamborghini

Steel, GDP, Geopolitics, and Lamborghini

Chris Campbell, Chief Strategist at Kroll, discusses GDP, the regional banking turmoil, his outlook for the US economy and potential for a recession in the near-term. David Stickler, former CEO of Big...

30 Mar 202354min

UBS, China, Markets, and the Fed

UBS, China, Markets, and the Fed

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg Opinion columnist Paul Davies join for a roundtable on UBS’ new CEO to lead them through the ...

29 Mar 20231h 1min

Banking Sector Regulatory Overhaul

Banking Sector Regulatory Overhaul

Bloomberg Intelligence Senior US Regional Banks Analyst, Herman Chan discusses the congressional bank hearings with Bloomberg Market's host Paul Sweeney. See omnystudio.com/listener for privacy inform...

28 Mar 202313min

Banks, Supply Chain, Real Estate, and Pets

Banks, Supply Chain, Real Estate, and Pets

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss the latest wall street and banking news. Lisa Knee, Real Estate lead at EisnerAmper, discu...

27 Mar 202357min

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