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(3346)

Stocks Fluctuate; Economy Shows Signs of Stabilizing

Stocks Fluctuate; Economy Shows Signs of Stabilizing

Neil Dutta, Renaissance Macro Head of U.S. Economic Research, talks about the global economy. Sam Stovall, CFRA Chief Investment Strategist, talks about stocks near record highs. They spoke speak with...

5 Nov 201915min

Stocks Rise to Record, Bonds Fall

Stocks Rise to Record, Bonds Fall

Patrick Palfrey, equity strategist at Credit Suisse talks about stocks climbing to records. Chris Rupkey, MUFG Union Bank Chief Financial Economist, discusses Treasuries tumbling as trade optimism fue...

4 Nov 201911min

Stocks Jump after October Jobs Report

Stocks Jump after October Jobs Report

Global Payments Chief Executive Officer Jeff Sloan talks the company's profit topping estimates. Steve Blitz, Chief U.S. Economist at TS Lombard, reacts to the October Jobs report. Tim Fiore, chairman...

1 Nov 201918min

Stocks Drop on Trade Concerns; Fed Cuts Rates

Stocks Drop on Trade Concerns; Fed Cuts Rates

Tony Rodriguez, chief fixed income strategist at Nuveen reacts to the Fed's interest rate cut. Kristina Hooper, chief global strategist at Invesco, talks about today's stock drop on trade concerns. Ma...

31 Okt 201924min

Beyond Meat CEO on Earnings, Competition & Costs

Beyond Meat CEO on Earnings, Competition & Costs

Lisa Abramowicz and Paul Sweeney talk to Ethan Brown, President and founder of Beyond Meat Inc. Several analysts cut their price targets following earnings that raised questions about rising competiti...

29 Okt 20197min

Stocks at Record; Consumer Confidence Drops to Four-Month Low

Stocks at Record; Consumer Confidence Drops to Four-Month Low

Nela Richardson, investment strategist at Edward Jones, talks about the stock market at record highs. Lynn Franco, director of economic indicators at the Conference Board, on U.S. consumer confidence ...

29 Okt 201914min

Microsoft Rises to Record; Tiffany Rallies on Takeover Talks

Microsoft Rises to Record; Tiffany Rallies on Takeover Talks

Bloomberg News Luxury Reporter Kim Bhasin on Louis Vuitton Owner Offering $14.5 Billion for Tiffany. Bloomberg Intelligence Analyst James Bach on Microsoft Winning big Pentagon Contract. R.J. Gallo ta...

28 Okt 201923min

Amazon, Real Estate, & Tech Sector

Amazon, Real Estate, & Tech Sector

Alex Webb, Bloomberg Opinion Technology Columnist, will discuss Amazon’s disappointing third quarter earnings. Yoav Sharon, Portfolio Manager, Driehaus Capital Management, will discuss macro market mo...

25 Okt 201926min

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