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(3334)

Ukraine, Markets, And The Supply Chain

Ukraine, Markets, And The Supply Chain

Retired US Navy Admiral James Stavridis discusses the Ukraine war and his recent piece for Bloomberg on the possibility of Vladimir Putin using chemical or nuclear weapons. Matt Winkler, Bloomberg New...

25 Mar 202230min

Ukraine, Markets, And Climate Disclosures

Ukraine, Markets, And Climate Disclosures

John Micklethwait, Editor-In-Chief of Bloomberg News, discusses his Bloomberg “Big Take” story on the current era of globalization and the West’s role in preserving it. Loreen Gilbert, CEO of WealthWi...

24 Mar 202232min

The Ukraine War And Energy Crisis

The Ukraine War And Energy Crisis

Aggi Cantrill, TV producer with Bloomberg News, discusses the Ukraine war and the latest updates on the fighting. Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about ...

23 Mar 202224min

Markets, Real Estate, And Drones

Markets, Real Estate, And Drones

Greg Hahn, CIO at Winthrop Capital Management, talks about markets and investing amid inflation and geopolitical uncertainty. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest A...

22 Mar 202226min

The Diamond Market And Economy In 2022

The Diamond Market And Economy In 2022

Virginia Drosos, CEO of Signet Jewelers, talks about her company, the diamond industry, and how it’s working through supply chain pressures and Russian sanctions. June Grasso, host of “Bloomberg Law” ...

21 Mar 202225min

Markets, The Fed, And Satellites

Markets, The Fed, And Satellites

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses the FOMC meeting, Fed strategy, interest rates, and the economy. Ataman Ozyildirim, Senior Director of Economic...

18 Mar 202223min

Investing, Markets, And The SALT Tax

Investing, Markets, And The SALT Tax

Sean O’Hara, President of Pacer ETFs, discusses investing and the economy. Aysha Bagchi, Legal Reporter with Bloomberg Industry Group, discusses the SALT Tax. Mike Vogelzang, CIO & Managing Director a...

17 Mar 202222min

Interest Rates, Markets, and The Economy In 2022

Interest Rates, Markets, and The Economy In 2022

Jill Garvey, Senior VP and Senior Wealth Strategist at Huntington National Bank, discusses markets, interest rate hikes, and the economy in 2022. Jennifer Lee, Senior Economist and Managing Director w...

16 Mar 202227min

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