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)

Banks, Jack Dorsey, India, and Gene Editing (Podcast)

Banks, Jack Dorsey, India, and Gene Editing (Podcast)

Bloomberg News Macro Strategist Cam Crise joins the program to break down how traders are pricing in the Fed’s rate moves this week and outlook for markets amid bank uncertainty. Jenny Surane, finance...

27 Mar 202351min

The Fed, Bank of England

The Fed, Bank of England

Neil Grossman, former CIO at TKNG Capital, joins the program to break down the latest FOMC meeting. Jackie Bowie, Managing Partner and Head of EMEA for Chatham Financial, joins the program to discuss ...

23 Mar 202353min

Fed Day, Jay Powell, Banks, and Crypto

Fed Day, Jay Powell, Banks, and Crypto

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Ira Jersey, Chief US Interest Rates Strategist with BI, join for a roundtable on Fed day to discuss inter...

22 Mar 202353min

The Fed, Banks, and Credit Suisse

The Fed, Banks, and Credit Suisse

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and interest rate hike. Anna Wong, Chief US Economist with Bloomberg Economics, joins the program to discuss...

21 Mar 202339min

Credit Suisse, Regional Banks, and Iraq Veterans

Credit Suisse, Regional Banks, and Iraq Veterans

Alison Williams, Senior Global Banks & Asset Managers Analyst, and Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, join to discuss banking turmoil in Eu...

20 Mar 202357min

Banks, Markets, Connecticut, and FedEx

Banks, Markets, Connecticut, and FedEx

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. She discusses the week in banking turmoil, incl...

17 Mar 202347min

Credit Suisse, Financial Instability, the ECB, and Rate Hikes

Credit Suisse, Financial Instability, the ECB, and Rate Hikes

Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about the turmoil equities are pricing in amid banking instability in the US and Europe. Dr. Vania Stavrakena, professor ...

16 Mar 202345min

Credit Suisse, Inflation, and the latest on SVB

Credit Suisse, Inflation, and the latest on SVB

Allison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins us to give us the latest on Credit Suisse and how a collapse could impact US and global markets/bank...

15 Mar 202351min

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