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(3350)

Lowering S&P Target to 3,100 By December: Stifel's Bannister

Lowering S&P Target to 3,100 By December: Stifel's Bannister

Barry Bannister, Head of Equity Strategy at Stifel, discusses why he's lowering his market forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, discusses how reo...

12 Jun 202028min

Largest NY Hospital System Sees Return of Patients, Surgeries

Largest NY Hospital System Sees Return of Patients, Surgeries

Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack, Bloomberg Opinion retail columnist, to d...

11 Jun 202029min

We're Looking At A Secular Shift To Lower Rates: PGIM's Tipp

We're Looking At A Secular Shift To Lower Rates: PGIM's Tipp

Robert Tipp, Chief Investment Strategist at PGIM, discusses fixed income markets and Fed stimulus. Jonathan Bernstein, Bloomberg Opinion politics columnist, on his column: "Be Ready for a Long Electio...

10 Jun 202027min

Why Military Leaders Like Me Are Speaking Out: James Stavridis

Why Military Leaders Like Me Are Speaking Out: James Stavridis

Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Why Military Leaders Like Me Are Speaking Out." Tara Lachapelle, Bloom...

9 Jun 202028min

Not Much Strategic Sense To An AstraZeneca-Gilead Deal

Not Much Strategic Sense To An AstraZeneca-Gilead Deal

Bloomberg Opinion's Max Nisen, biotech and health care columnist, and Chris Hughes, deals columnist, on AstraZeneca mulling a bid for Gilead. Bill Smead, CEO and CIO of Smead Capital Management, on bu...

8 Jun 202028min

Troubling Signs Lurk Within Shocking Job Gains: LaSalle CEO

Troubling Signs Lurk Within Shocking Job Gains: LaSalle CEO

Tom Gimbel, CEO of global staffing company LaSalle Network, dissects the unexpectedly strong jobs report. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence LLC, Bloomberg Opinio...

5 Jun 202034min

A Real Leader Is Needed To Deliver Vital Changes: David McCourt

A Real Leader Is Needed To Deliver Vital Changes: David McCourt

David McCourt, Founder and CEO of Granahan McCourt Capital and Chairman of National Broadband Ireland, discusses the need for a great leader in times of crisis. Mary Schlangenstein, U.S. Airlines Repo...

4 Jun 202029min

Yes, Trump Can Send In The Military But Probably Won't: Feldman

Yes, Trump Can Send In The Military But Probably Won't: Feldman

Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, discusses his column: "Can Trump Send In the Military? Probably, Yes." Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Econ...

3 Jun 202029min

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