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)

Dysfunctional Bond-Market May Be Worse Than 2008

Dysfunctional Bond-Market May Be Worse Than 2008

Jim Bianco, President and Founder of Bianco Research, discusses the dysfunction in credit markets. Tom McGee, President and Chief Executive Officer of the International Council of Shopping Centers (IC...

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Only Way To Defeat Virus Is To Self-Isolate: Former Medicare Head

Only Way To Defeat Virus Is To Self-Isolate: Former Medicare Head

Andy Slavitt, Former Acting Administrator for Medicare and Medicaid Services, on asking Americans to stay home, and upcoming strain on the U.S. health care system. Peter Tchir, Head of Macro Strategie...

17 Mar 202024min

Why Banks Must Lend To Those People They Normally Wouldn't

Why Banks Must Lend To Those People They Normally Wouldn't

Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the monetary and fiscal response to the coronavirus. David Garrity, Chief Market Strategist for Laidlaw & Co, a...

16 Mar 202020min

People Made Bad Bets, And Now They Need Cash To Cover It

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Steve Blitz, Chief U.S Economist at TS Lombard, on central banks and the Fed QE plan. Marian Harkin, Irish Parliament member and former member of the European Parliament, on how Ireland is managing th...

13 Mar 202027min

NBA Suspension Costs Lebron James $404K Per Game

NBA Suspension Costs Lebron James $404K Per Game

Scott Soshnick, Bloomberg sports columnist, on the NBA suspending their season. Welles Fitzpatrick, Managing Director, E&P Research at SunTrust Robinson Humphrey, discusses oil markets and the credit ...

12 Mar 202023min

Markets Tanking On Leadership Deficit In Washington: Schenker

Markets Tanking On Leadership Deficit In Washington: Schenker

Marty Schenker, Chief Content Officer for Bloomberg, on how markets are reacting to the Trump Administration's coronavirus response. Bill Smead, CEO and CIO of Smead Capital Management, on why investo...

11 Mar 202027min

Saudi Pricing Power To Trigger Shale Patch Carnage

Saudi Pricing Power To Trigger Shale Patch Carnage

John Kilduff, Founding Partner of Again Capital, on the collapse in oil price. Susan DeVore, CEO of Premier, Inc. (Nasdaq: PINC), discusses health care and medical supply issues surrounding the corona...

10 Mar 202026min

Stocks Plunge Amid Oil Shock

Stocks Plunge Amid Oil Shock

Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist and Kristina Hooper, Invesco Chief Global Market ...

9 Mar 202018min

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