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(3343)

Strength In All 13 Job Sectors Of Economy: Manpower

Strength In All 13 Job Sectors Of Economy: Manpower

Becky Frankiewicz, President of ManpowerGroup North America, discusses the jobs landscape and what industries are showing the strongest hiring. David Dietze, Founder, President and Chief Investment St...

6 Mai 201927min

Commercial Real Estate Market Is Sizzling: Lowenberg

Commercial Real Estate Market Is Sizzling: Lowenberg

Susan Lowenberg, President of the Lowenberg Corporation, on the booming commercial real estate market.  Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, with a "halftime report" ...

2 Mai 201929min

Investors Fail To Ask Apple Most Fundamental Question

Investors Fail To Ask Apple Most Fundamental Question

Shira Ovide, Bloomberg Opinion technology columnist, on the existential problem of Apple's declining iPhone sales. Harley Finkelstein, COO of Shopify, discusses earnings and why the direct to consumer...

2 Mai 201929min

Leveraged Loans Offering Better Risk-Reward: Finke

Leveraged Loans Offering Better Risk-Reward: Finke

Tom Finke, Chairman and CEO of Barings, on the Milken conference and his current investment strategy and outlook. Nell Abernathy, Vice President of Policy and Strategy at the Roosevelt Institute, on w...

30 Apr 201927min

Zoom CFO: Primary Goal Post-IPO Is Organic Growth

Zoom CFO: Primary Goal Post-IPO Is Organic Growth

Kelly Steckelberg, CFO of Zoom, on going public and the company outlook. Clive Gillmore, CEO and Group CIO of Mondrian Investment Partners, to discuss international equities and emerging markets, and ...

29 Apr 201922min

AutoNation Looks Toward Used Cars Ahead of Downturn

AutoNation Looks Toward Used Cars Ahead of Downturn

Carl Liebert, President and CEO of AutoNation, on earnings and outlook, and the health of the auto loan landscape. Paul Galvin, head of sustainable construction company SG Blocks, which repurposes shi...

26 Apr 201927min

Macri Frittered Away His Time To Make Reforms: Rhodes (Podcast)

Macri Frittered Away His Time To Make Reforms: Rhodes (Podcast)

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on Argentina and Venezuela. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligen...

25 Apr 201925min

Facebook Ad Spending Is Solid Despite Privacy Issues (Podcast)

Facebook Ad Spending Is Solid Despite Privacy Issues (Podcast)

Mark Douglas, CEO of SteelHouse, on the ad landscape for Facebook and Twitter. Gilda Perez-Alvarado, CEO of JLL Hotels & Hospitality, discusses where investors are flocking, and what's driving M&A in ...

24 Apr 201926min

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