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(3337)

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

Holiday Shopping And 2021 Market Outlook

Holiday Shopping And 2021 Market Outlook

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, talks about holiday shopping, consumer spending, and her economic outlook for the rest of 2021. Shawn Snyder, Head of Investment ...

8 Des 202121min

The Supply Chain, Batteries, And Market Outlook

The Supply Chain, Batteries, And Market Outlook

Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management Company, discusses inflation, Fed tapering, and his market outlook for 2022. Anabel Fernandez, Interim CFO and Treas...

7 Des 202124min

The Latest On Inflation, Omicron, and Fed Tapering

The Latest On Inflation, Omicron, and Fed Tapering

Phil Orlando, Chief Equity Strategist at Federated Hermes, discusses inflation, Fed tapering, and gives his market outlook for 2022. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment ...

6 Des 202121min

November Jobs Day And Infrastructure

November Jobs Day And Infrastructure

Dana Peterson, Chief Economist and Center Leader of Economy, Strategy, and Finance at The Conference Board, breaks down the November jobs report. Joanie Bily, Chief Workforce Analyst at EmployBridge, ...

3 Des 202137min

The Latest On Infrastructure And Oil And Previewing Jobs Day

The Latest On Infrastructure And Oil And Previewing Jobs Day

Sofia Song, Global Cities Leader at Gensler, discusses the economic impact of President Biden’s infrastructure bill on cities and urban spaces after the president touted his bill on Tuesday in Minneso...

2 Des 202123min

Omicron’s Economic Impact Amid The Holiday Shopping Season

Omicron’s Economic Impact Amid The Holiday Shopping Season

Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research with Bloomberg Intelligence, discusses what we know about Omicron, the latest coronavirus variant, and how effective vaccines can be...

29 Nov 202124min

Markets Fall Amid New COVID-19 Variant

Markets Fall Amid New COVID-19 Variant

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, discusses the market drop on Black Friday amid identification of a new coronavirus variant. Jim Sullivan, Managing Direct...

26 Nov 202143min

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