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(3342)

The Commercial Real Estate Market is in Good Shape

The Commercial Real Estate Market is in Good Shape

Joining in on today's conversation is John Butler, North American Telecoms Reporter, on Direct TV rate hikes and the changes of consumer viewing habits.  We also have John Pearson, CEO of DHL Express,...

14 Mar 201919min

If You Have Money in the Market, Stay with the Market (Podcast)

If You Have Money in the Market, Stay with the Market (Podcast)

On today’s show we have Janet Lorin, Bloomberg Endowments Reporter, on the latest on the college scandal bribes.  Also joining is Ben Emons, Managing Director: Global Macro Strategy at Medley Global A...

13 Mar 201933min

Making Voting Easy for Military and Partial Disabilities (Podcast)

Making Voting Easy for Military and Partial Disabilities (Podcast)

Joining in studio is Max Nisen, Bloomberg Opinion Pharm and Health Care Columnist on Health care costs on big companies like Ford. Also joining in studio is Joel Stern, Chairman and CEO of Stern Value...

12 Mar 201927min

It's Always Time to Talk Donuts

It's Always Time to Talk Donuts

Seema Shah, Senior Consumer Analyst for Bloomberg Intelligence  has her retail preview ahead of retail sales data release. Also in studio is Buzzy Geduld, CEO of Cougar Capital and Nancy Geduld Vice P...

11 Mar 201926min

Economy Is Strong But Beware Of Auto Tariffs: BNY's Levine:

Economy Is Strong But Beware Of Auto Tariffs: BNY's Levine:

Alicia Levine, BNY Mellon Chief Strategist: Investment Management, discusses market reaction to jobs data and outlook for global markets. Dr. Ellen Wald, President of Transversal Consulting and Bloomb...

8 Mar 201928min

We're Pretty Late In The Credit Cycle: TCW's Rivelle

We're Pretty Late In The Credit Cycle: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Shira Ovide, Bloomberg Opinion technology columnist, discusses why the busine...

7 Mar 201928min

2008 Crisis Lesson: Be Greedy When Others Are Fearful

2008 Crisis Lesson: Be Greedy When Others Are Fearful

Charlie Bobrinskoy, Vice Chairman, Head of the Investment Group and Portfolio Manager at Ariel Investments, discusses markets, and weathering a downturn. Karen Ubelhart, Senior Industrials Analyst for...

6 Mar 201927min

Target Will Benefit Most From Retailer Bankruptcies (Podcast)

Target Will Benefit Most From Retailer Bankruptcies (Podcast)

Burt Flickinger, Managing Director for Strategic Resource Group, on Target and Kohl's, and the retail landscape.  Atish Davda, CEO of EquityZen, on the Lyft roadshow and upcoming IPOs. Shawn Matthews,...

5 Mar 201928min

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