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.

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Episoder(3330)

Markets, Ukraine, and the Economy

Markets, Ukraine, and the Economy

Michael Weisz, CIO and founder at Yieldstreet, joins the show to talk market moves, sectors he’s looking at, and gives his market outlook. Angela Stent, Senior Fellow at the Brookings institute and au...

1 Feb 202333min

Bonds, Markets, and Crypto

Bonds, Markets, and Crypto

Noel Hebert, Chief US Credit Strategist for Bloomberg Intelligence, discusses the Fed and Treasuries. Gina Bolvin, president of Bolvin Wealth Management, joins the program to discuss markets and secto...

31 Jan 202329min

Streaming Trends, Market Forecast, Ford Mach-E Price Cut

Streaming Trends, Market Forecast, Ford Mach-E Price Cut

Mark Douglas, CEO of MNTN, joins the program to discuss Netflix’s recent earnings and leadership change and other trends in ad and streaming services. Quincy Krosby, Chief Global Strategist for LPL Fi...

30 Jan 202339min

Layoffs, ETFs, ChatGPT, and David Solomon (Podcast)

Layoffs, ETFs, ChatGPT, and David Solomon (Podcast)

Bloomberg Opinion editor Sarah Green Carmichael joins the program to discuss her recent piece on the negative effects of layoffs. Ben Slavin, Global Head of ETFs at BNY Mellon, joins the show to talk ...

27 Jan 202340min

Tesla, US GDP, and Markets (Podcast)

Tesla, US GDP, and Markets (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to discuss Tesla earnings. David Kelly, Chief Global Strategist at JP Morgan Asset Management, joins to discuss CPI, the...

26 Jan 202346min

Markets, Bonds, Energy, and Earnings (Podcast)

Markets, Bonds, Energy, and Earnings (Podcast)

John Butler, Senior Analyst: Telecoms with Bloomberg Intelligence, joins the program to discuss AT&T earnings and outlook for the company and telecom field. Steven Oh, Global Head of Fixed Income at P...

25 Jan 202341min

Treasuries, ETFs, GE, and Private Credit (Podcast)

Treasuries, ETFs, GE, and Private Credit (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and inflation. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ET...

24 Jan 202343min

Spotify Layoffs, Markets, and Salesforce (Podcast)

Spotify Layoffs, Markets, and Salesforce (Podcast)

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins the program to discuss Spotify layoffs. Hans Olsen, CIO at Fiduciary Trust Company, joins the show to talk about sectors he like...

23 Jan 202347min

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