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(3342)

CalSTRS Ailman: Concerned For Markets When Fed Money Flood Ends

CalSTRS Ailman: Concerned For Markets When Fed Money Flood Ends

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IMF's Adrian on Tackling the Uneven Global Recovery

IMF's Adrian on Tackling the Uneven Global Recovery

Tobias Adrian, Financial Counsselor, Director of the IMF's Monetary and Capital Markets Department, on the IMF’s spring meeting and growth outlook. Sonali Basak, Bloomberg Wall Street reporter, and Al...

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Leverage 'Party' Is At Root of Fund Blowups: Ben Hunt

Leverage 'Party' Is At Root of Fund Blowups: Ben Hunt

Ben Hunt, Co-founder and Chief Investment Officer at Second Foundation Partners, and publisher of Salient Theory, on the common denominator for the Archegos, Greensill and Melvin Capital implosions. D...

5 Apr 202126min

Employers Must Be Flexible or Face Worker 'Revolt': Deloitte

Employers Must Be Flexible or Face Worker 'Revolt': Deloitte

Erica Volini, Deloitte’s Global Human Capital leader, on how workers and companies are viewing the return to work. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, ...

1 Apr 202128min

TCW's Landmann: Good Time To Get Exposure If 10Yr UST Hits 2%,

TCW's Landmann: Good Time To Get Exposure If 10Yr UST Hits 2%,

Laird Landmann, Co-Director of Fixed Income at TCW, on bond markets and how traders will absorb Biden’s spending plan. Nathan Sheets, Chief Economist and Head of Global Macreconomic Research at PGIM F...

31 Mar 202126min

Volvo USA CEO on Chip Shortage, EV Market, Polestar 1

Volvo USA CEO on Chip Shortage, EV Market, Polestar 1

Anders Gustafsson, Head of Volvo Americas Region, and President and CEO of Volvo Car USA, on their new parental leave program, impact from the chip shortage, EVs and new Polestar 1. David Field, Chair...

30 Mar 202125min

Archegos Blowup Likely To Draw SEC Scrutiny On Leverage

Archegos Blowup Likely To Draw SEC Scrutiny On Leverage

Sonali Basak, Bloomberg Wall Street reporter, on the fallout from the liquidation of Bill Hwang’s Archegos Capital Management. Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, o...

29 Mar 202126min

JHU's Sauer: New Merck Covid Pill Treatment Is Thrilling

JHU's Sauer: New Merck Covid Pill Treatment Is Thrilling

Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus: Merck’s new covid pill treatment. Hans Olsen, CIO of Fiduciary Trust C...

26 Mar 202127min

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