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)

Twitter, Tesla, Markets, and  Steel (Podcast)

Twitter, Tesla, Markets, and Steel (Podcast)

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Central Banks, Markets, Quants, and the SEC (Podcast)

Vince Cignarella, global macro strategist with Bloomberg News, and Jennifer Lee, Managing Director and Senior Economist with BMO Capital Markets, join to discuss the Fed and inflation and other centra...

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The Fed, Space, Abortion, Energy, and Marijuana (Podcast)

The Fed, Space, Abortion, Energy, and Marijuana (Podcast)

Neil Grossman, former CIO at TKNG Capital, and Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the show for an extended roundtable to discuss the Fed’s moves over the p...

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FTX Testimony and Moderna (Podcast)

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FTX Testimony and Moderna's New Drug (Podcast)Mike McGlone, Senior Commodity Strategist with Bloomberg Intelligence, and Nathan Dean, Senior Policy Analyst, US and Latin America with Bloomberg Intelli...

13 Des 202236min

India, Rates, and Markets

India, Rates, and Markets

Jyotsna Krishnan, Managing Partner at Elevar Equity, joins the show to discuss her outlook for India’s economy and why there’s bullish sentiment in its growth development. Jon Tyce, Senior Analyst of ...

12 Des 202234min

Energy, Market, and Housing Outlooks

Energy, Market, and Housing Outlooks

Rob Barnett, Senior Analyst – Team Lead EMEA Energy Research with Bloomberg Intelligence, joins the show to discuss BI’s solar energy and overall energy outlooks for 2023. Anneka Treon, Chief Economis...

9 Des 202234min

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Politics, Private Credit, Markets and China (Podcast)

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins the show to discuss last night’s Georgia runoff, outlook for Donald Trump and the GOP, and potential crypto legislation. Tim Lyne,...

8 Des 202231min

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Markets, Banks, Bioscience, and Tech (Podcast)

Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market trends as well as how AssetMark is supporting/growing financial advisors. Josh Joseph, CEO of Big Plan Holdings, discusses outloo...

7 Des 202238min

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