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)

Silicon Valley Bank, Treasuries, and CPI

Silicon Valley Bank, Treasuries, and CPI

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and SVB, Treasuries, and CPI. Dan Ives, Senior Equity Analyst at WedBush Securities, joins the program to di...

14 Mar 202349min

Silicon Valley Bank and a Possible Fed Pivot

Silicon Valley Bank and a Possible Fed Pivot

Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the bro...

13 Mar 202353min

Barney Frank on SVB and Signature Bank Collapses (Audio)

Barney Frank on SVB and Signature Bank Collapses (Audio)

Barney Frank, former Chair of the House Financial Services Committee, joins Bloomberg Radio to discuss recent bank collapses in the US and outlook for further regulation. Hosted by Kriti Gupta, Paul S...

13 Mar 202316min

Silicon Valley Bank, Jobs Day, and Markets

Silicon Valley Bank, Jobs Day, and Markets

Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the bro...

10 Mar 202342min

Private Credit, Silvergate, Apple, and the Latino Vote

Private Credit, Silvergate, Apple, and the Latino Vote

Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for our (new) weekly Wall Street roundup. T...

9 Mar 202351min

Jay Powell, Inflation, and the Biden Budget

Jay Powell, Inflation, and the Biden Budget

Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, joins to break down Jay Powell’s House testimony. Mike McKee, International Economics and Policy correspondent with Bloomberg...

8 Mar 202342min

Jay Powell and Meta

Jay Powell and Meta

Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence, breaks down Jay Powell’s testimony to the Senate. Mandeep Singh, Senior Tech Analyst at Bloomberg Intelligence, discusses the latest ...

7 Mar 202316min

Banks, Powell, Crypto, and Jamie Dimon (Podcast)

Banks, Powell, Crypto, and Jamie Dimon (Podcast)

Alison Williams, Senior Global Banks & Asset Managers Analyst, joins the show to discuss Credit Suisse, UBS cuts and CEO raise, and Citi expanding in Paris. Anna Wong, Chief Economist with Bloomberg E...

6 Mar 202355min

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