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(3339)

What's Next For Netflix? Look Ahead To Earnings

What's Next For Netflix? Look Ahead To Earnings

Geetha Ranganathan, Technology and Media Analyst for Bloomberg Intelligence, talks Netflix. Anjee Solanki, National Retail Director, U.S. for Colliers International, discusses the latest retail data. ...

16 Jul 202127min

F45 Training Goes Public

F45 Training Goes Public

Adam Gilchrist, Co-Founder and CEO of F45 Training, discusses the company's listing day and the future of fitness. Carl Riccadonna, Chief Industry Economist for Bloomberg Intelligence, discusses the F...

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Wheels Up Now Public, Trading On NYSE

Wheels Up Now Public, Trading On NYSE

Kenny Dichter, Founder and CEO of Wheels Up, talks about private flight demand and the company's public debut. Nela Richardson, ADP Chief Economist, discusses the pandemic's economic impact on women i...

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Healthcare Stocks Beyond The Covid Boom 

Healthcare Stocks Beyond The Covid Boom 

Nina Deka, Senior Research Analyst at ROBO Global, talks about the outlook for Covid stocks after the pandemic. Mark Yusko, CEO, CIO, and Co-Founder of Morgan Creek Capital Management, talks about the...

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Virgin Galactic Reaches New Heights 

Virgin Galactic Reaches New Heights 

Laura Forczyk, Space Analyst and Owner of Astralytical, NASA Subject Matter Expert for planetary science missions, and author of "Rise of the Space Age Millennials," talks about the Virgin Galactic sp...

12 Jul 202127min

China's Didi Crackdown, Controlling Data

China's Didi Crackdown, Controlling Data

Leland Miller, CEO of China Beige Book International, discusses China's crackdown on Didi. Jordan Jackson, VP, Global Market Strategist at J.P. Morgan Investment Management, talks markets. Dan Devorse...

9 Jul 202125min

Ridding CPG Industry Of Plastic 

Ridding CPG Industry Of Plastic 

Stuart Landesberg, Co-Founder and CEO of Grove Collaborative, discusses the importance of ridding the consumer packaged goods industry of plastic. Danielle DiMartino Booth, CEO and Director of Intelli...

8 Jul 202122min

Lab-Grown Diamond Demand On The Rise

Lab-Grown Diamond Demand On The Rise

Amish Shah, President of ALTR Created Diamonds, discusses lab-grown diamond demand. Mimi Song, Chief Economist at CrossBorder Solutions, discusses the implications of increasing a global minimum corpo...

7 Jul 202124min

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