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)

The Supply Chain And Consumer Spending

The Supply Chain And Consumer Spending

Ataman Ozyildirim, Senior Director of Economic Research at the Conference Board, discusses the new Leading Economic Index (LEI) data, consumer behavior, and inflation. Dr. Lisa Williams, Chief Executi...

20 Des 202122min

Interest Rates, Energy, Housing, And Cybersecurity

Interest Rates, Energy, Housing, And Cybersecurity

Jennifer Lee, Managing Director and Senior Economist at BMO Financial, discusses global inflation, central bank policy in the US and across Europe, and gives her economic outlook for 2022. Brad Dillma...

17 Des 202122min

The Latest On Interest Rates, Fed Tapering, And Inflation

The Latest On Interest Rates, Fed Tapering, And Inflation

Megan Horneman, Director of Portfolio Strategy at Verdence Capital Advisors, joins the show to discuss markets, the FOMC meeting, and inflation. Mark Douglas, CEO of MNTN, talks about ad tech and putt...

16 Des 202124min

The FOMC Meeting And Its Impact On Markets

The FOMC Meeting And Its Impact On Markets

Katerina Simonetti, Senior Vice President at Morgan Stanley, talks about December’s FOMC meeting, inflation, and gives her 2022 economic outlook. Sam Sidhu, President and CEO of Customers Bank, discus...

15 Des 202123min

Consumer Outlook, Muni Bonds, And Virtual Conferences

Consumer Outlook, Muni Bonds, And Virtual Conferences

Avery Sheffield, Managing Director and Senior Portfolio Manager with Rockefeller Asset Management, discusses the consumer sector and consumer outlook. Sean Carney, Head of Municipal Strategy at BlackR...

14 Des 202125min

Inflation, Investing, And The Latest On Omicron

Inflation, Investing, And The Latest On Omicron

Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses investing and gives her 2022 market outlook. Dr. Purvi Parikh, immunologist with the Allergy and Asthma Network, disc...

13 Des 202125min

Consumer Price Index Continues To Climb

Consumer Price Index Continues To Climb

David Katz, President and Chief Investment Officer at Matrix Asset Advisors, gives his market outlook for 2022 and discusses CPI and inflation. Jeffrey Cleveland, Director and Chief Economist for Payd...

10 Des 202124min

Examining Tech, Markets, And ESG Investing

Examining Tech, Markets, And ESG Investing

Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses the latest tech stocks and how they’ve performed recently. Ian Lyngen, Managing Director and Head of US Rates Str...

9 Des 202124min

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