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(3349)

Home Health Care Referrals Are Surging: BrightStar Care CEO

Home Health Care Referrals Are Surging: BrightStar Care CEO

Shelly Sun, Founder & CEO of BrightStar Care, discusses the impact of the coronavirus on the home health care business. John Tobin, portfolio manager at Epoch Investment Partners, on why companies sho...

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I Can't Remember A More Difficult Time For EM: Bill Rhodes

I Can't Remember A More Difficult Time For EM: Bill Rhodes

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on why G20 needs to come together to recover the global economy. Everett Millman, Precious Metals Specialist at ...

22 Apr 202031min

Saudis Go In For The Kill As They Target U.S. Oil Producers

Saudis Go In For The Kill As They Target U.S. Oil Producers

John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses how the Fed is trying to con...

21 Apr 202027min

Flattened Curve Doesn't Mean The Dying Is Ending Anytime Soon

Flattened Curve Doesn't Mean The Dying Is Ending Anytime Soon

Cathy O'Neil, mathematician and Bloomberg Opinion columnist, on how "flattening the curve" is misleading. Vincent Cignarella, Global Macro Strategist for Bloomberg, on how the oil price collapse is im...

20 Apr 202023min

The Pandemic Could End Shareholder Supremacy For Good: Joe Nocera

The Pandemic Could End Shareholder Supremacy For Good: Joe Nocera

Joe Nocera, Bloomberg Opinion columnist, discusses his column: Pandemic Could End Shareholder Supremacy for Good. Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, wit...

17 Apr 202025min

Years Before U.S. Gets Full Employment Back: HFE's Weinberg

Years Before U.S. Gets Full Employment Back: HFE's Weinberg

Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on jobless claims and an economy in freefall. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opi...

16 Apr 202024min

FinTech Is Game Changer For Small Business Relief: Former SBA Head

FinTech Is Game Changer For Small Business Relief: Former SBA Head

Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the roll-out of the federal small business relief stimulus. David Katz, President and CIO of Matrix Asset Advisor...

15 Apr 202031min

Relief Money Is Flowing Into Small Businesses: ConnectOne CEO

Relief Money Is Flowing Into Small Businesses: ConnectOne CEO

Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the rollout of the small business coronavirus relief plan. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings. John Micklethw...

14 Apr 202026min

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