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(3329)

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

BONUS EPISODE: Jamie Dimon Speaks to Bloomberg News

BONUS EPISODE: Jamie Dimon Speaks to Bloomberg News

JP Morgan Chase CEO Jamie Dimon sits down for an exclusive interview with Bloomberg's Ed Hammond. They speak at the 2023 JP Morgan Global High Yield & Leveraged Finance Conference in Miami Beach, Flor...

6 Mar 202316min

Mortgages, ETFs, Autos, Munis, and Aviation (Podcast)

Mortgages, ETFs, Autos, Munis, and Aviation (Podcast)

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss the housing market, mortgage rates, and outlook for home buying. Sylvia Jablonkski, CIO at Defiance, joins the ...

3 Mar 202341min

Tesla, Enbridge, Wall Street, and ETFs (Podcast)

Tesla, Enbridge, Wall Street, and ETFs (Podcast)

Dan Ives, Senior Equity Analyst with Bloomberg Intelligence, joins the program after he attended Tesla Investor Day and has the latest on what we learned and what we didn’t learn from the event. Juan ...

2 Mar 202340min

Bridgewater, Coinbase, China, and Commodities (Podcast)

Bridgewater, Coinbase, China, and Commodities (Podcast)

Erik Schatzker, editor-at-large with Bloomberg TV, discusses Bridgewater’s major revamp post-Ray Dalio. Andrea Auerbach, head of private investments at Cambridge Associates, joins the program to discu...

1 Mar 202355min

The Fed, Insurance, VR, and Goldman (Podcast)

The Fed, Insurance, VR, and Goldman (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, Treasuries, and dollar strength. Pat Gallagher, CEO of Gallagher Insurance, joins the program to discuss th...

28 Feb 202344min

COVID Origins, Ohio Train, ETFs, and Goldman (Podcast)

COVID Origins, Ohio Train, ETFs, and Goldman (Podcast)

Sam Fazeli, Head of Euro Research and Pharma Analyst for Bloomberg Intelligence, joins the program to discuss Pfizer’s potential acquisition of Seagan. Tony Hatch, consultant and analyst with ABH Cons...

27 Feb 202341min

Ukraine, Inflation, ETFs, and Adobe (Podcast)

Ukraine, Inflation, ETFs, and Adobe (Podcast)

One year since Russia’s invasion, Bloomberg TV’s Maria Tadeo joins from Kyiv to discuss what’s happening on the ground, her interview with Kyiv’s mayor, Europe’s view on the conflict, and outlook. Kev...

24 Feb 202349min

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