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(3332)

Airlines, Markets, European Economies, and ETFs (Podcast)

Airlines, Markets, European Economies, and ETFs (Podcast)

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins the program to discuss sectors she likes as 2023 kicks off and concerns she has for a recession and inflation. Maria Tadeo, Europe...

11 Jan 202343min

Stocks, CVS, Tech Deals, and Cybersecurity (Podcast)

Stocks, CVS, Tech Deals, and Cybersecurity (Podcast)

Callie Cox, US Investment Analyst at eToro, joins us in studio to discuss stocks she likes and outlook for equities in 2023. Wendy Thomas, President and CEO at Secureworks (NASDAQ: SCWX), joins the pr...

10 Jan 202344min

Goldman, the Fed, Ontario, and Companies to Watch (Podcast)

Goldman, the Fed, Ontario, and Companies to Watch (Podcast)

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg News Wall Street reporter Sonali Basak join to discuss Goldman Sachs’ job cuts and preview bi...

9 Jan 202346min

Tech, Jobs, Ukraine, and WWE (Podcast)

Tech, Jobs, Ukraine, and WWE (Podcast)

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Dan Ives, Senior Equity Analyst at WedBush Securities, join the program for a tech roundtable. Pasquale Romano, CEO of ChargePoint (...

6 Jan 202345min

Amazon, CES, Inflation, and Latino Businesses (Podcast)

Amazon, CES, Inflation, and Latino Businesses (Podcast)

Poonam Goyal, Senior Analyst for E-Commerce, Athleisure, Off-Price retail with Bloomberg Intelligence, joins the program to discuss Amazon layoffs and outlook for the company and the retail sector. Jo...

5 Jan 202346min

Tesla, Economy, Tech, and Anti-ESG (Podcast)

Tesla, Economy, Tech, and Anti-ESG (Podcast)

Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, and Kevin Tynan, Bloomberg Intelligence Senior Auto Analyst, join the program to talk Tesla, Twitter, and Elon Musk. Alison Williams, Se...

4 Jan 202342min

The Fed, China, and ETFs (Podcast)

The Fed, China, and ETFs (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rate hike outlook, and the probability of a US recession in 2023. Leland Miller, CEO of the China Beige Boo...

3 Jan 202352min

Markets, Trump’s Taxes, and Energy (Podcast)

Markets, Trump’s Taxes, and Energy (Podcast)

Joe Gilbert, Portfolio Manager with Integrity Asset Management, joins to talk markets and outlook for 2023. Bloomberg reporter Laura Davison discusses what we’ve learned about Donald Trump’s taxes aft...

30 Des 202230min

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