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(3336)

Markets, Oil, And Green Hydrogen

Markets, Oil, And Green Hydrogen

Jay Hatfield, CEO, founder, and portfolio manager at Infrastructure Capital Management, talks about markets, interest rate hikes, and gives his 2022 economic outlook. Regina Mayor, Principal, Global S...

21 Jan 202222min

Inflation, Health Tech, And Alcoa’s Strong Q4

Inflation, Health Tech, And Alcoa’s Strong Q4

Jim Lowell, CIO of Adviser Investments, talks about investment strategies for 2022 amid interest rate hikes and Fed tapering. Bill Oplinger, CFO and Executive VP at Alcoa, talks about the company’s Q4...

20 Jan 202228min

Markets, Fixed Income, And Crypto Investments

Markets, Fixed Income, And Crypto Investments

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, discusses markets and inflation as the Fed looks to hike interest rates this year. David Dietze, Managing Principal and S...

19 Jan 202221min

Markets, REITs, And Flying Private

Markets, REITs, And Flying Private

Adam Coons, Portfolio Manager with Winthrop Capital Management, discusses markets, interest rate hikes, and gives his 2022 economic outlook. Liz Young, Head of Investment Strategy at SoFi, joins the s...

18 Jan 202224min

Retail Sales, Inflation, And Solar Energy

Retail Sales, Inflation, And Solar Energy

David Riley, Chief Investment Strategist at BlueBay Asset Management, discusses the markets, inflation, and gives his market outlook for 2022. JJ Kinahan, Chief Market Strategist at TD Ameritrade, joi...

14 Jan 202223min

The Markets And Economy Amid Rising Inflation

The Markets And Economy Amid Rising Inflation

Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tammy Haygood, financial a...

13 Jan 202225min

Markets, 5G, And Supply Chain Bottlenecks

Markets, 5G, And Supply Chain Bottlenecks

Dave Ellison, Portfolio Manager of the Hennessy Large and Small Cap Financial Funds, gives his 2022 economic outlook amid inflation. Alex Chaloff, co-Head of Investment Strategies at Bernstein Private...

12 Jan 202224min

The Supply Chain, Semiconductors, And Real Estate

The Supply Chain, Semiconductors, And Real Estate

Sampath Sowmyanarayan, Chief Revenue Officer at Verizon, discusses the supply chain, 5G, and helping lead Verizon through pandemic. Nakul Duggal, Senior Vice President and General Manager of Automotiv...

10 Jan 202224min

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