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)

Bolton's Desire For Iran Regime Change Hits Oil Market

Bolton's Desire For Iran Regime Change Hits Oil Market

John Kilduff, Founding Partner of Again Capital, on the Trump Administration eliminating Iran oil sanction waivers. Max Chafkin, Bloomberg Businessweek Features Editor, on Tesla: investor day, earning...

22 Apr 201925min

Barr Broke From Mueller On Who Calls Obstruction: Mintz

Barr Broke From Mueller On Who Calls Obstruction: Mintz

Bob Mintz, former federal prosecutor and Partner at McCarter & English, with legal analysis of the Mueller report. Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on Honeywell e...

18 Apr 201929min

The Ultra-Wealthy Favor Private Corporate Investments

The Ultra-Wealthy Favor Private Corporate Investments

Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing after Q1. Michael Terwilliger, Portfolio Manager for the Resource Credit Income Fund, on how a new 48-hour trade repor...

16 Apr 201927min

Tiger Woods Is Once Again Golf's Biggest Star (Podcast)

Tiger Woods Is Once Again Golf's Biggest Star (Podcast)

Eben-Novy Williams, Bloomberg sports reporter, on the ripple effect of Tiger Woods winning the Masters. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on Citigroup and Gol...

15 Apr 201924min

Banks Reveal Concerning Credit Deterioration: Peabody

Banks Reveal Concerning Credit Deterioration: Peabody

Charles Peabody, President of Portales Partners LLC, on bank earnings and why the picture isn't as rosy as the market seems to think. Tara Lachapelle, Deals, Telecom and Media Columnist for Bloomberg ...

12 Apr 201927min

How Science Can Jumpstart Economy: MIT Economists

How Science Can Jumpstart Economy: MIT Economists

Jonathan Gruber, Professor of Economics at MIT and the key architect of both Romneycare and Obamacare, and Simon Johnson, Professor of Entrepreneurship at MIT and former chief economist to the IMF, di...

11 Apr 201928min

Bank CEO Hearings Put Spotlight On Forced Arbitration

Bank CEO Hearings Put Spotlight On Forced Arbitration

Max Abelson, money and power reporter for Bloomberg, discusses the big U.S. bank CEOs testifying in today's “Holding Megabanks Accountable" hearing before Congress. Ben Hunt, Co-founder and Chief Inve...

10 Apr 201935min

Trade and Tariff Disputes Between the U.S. and EU (Podcast)

Trade and Tariff Disputes Between the U.S. and EU (Podcast)

Shawn Donnan, Bloomberg Senior Trade Reporter, discussing the EU and U.S. trade and tariff disputes. We also have David Dietze, President and Chief Investment Strategist at Point View Wealth Managemen...

9 Apr 201926min

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